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Sunwise Essential 2 Portfolio Series Balanced Growth Segregated Fund Pim Investment Class (0P0000Y2TT)

Toronto

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31.416 -0.080 -0.24%

11/02 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 20.47M

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0P0000Y2TT Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Balanced Grow (0P0000Y2TT) fund. Our SunWise Essential 2 Portfolio Series Balanced Grow portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	10.480	14.420	3.940
Shares	66.720	66.720	0.000
Bonds	21.240	22.620	1.380
Convertible	0.380	0.380	0.000
Preferred	1.070	1.070	0.000
Other	0.120	0.130	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.094	17.855
Price to Book	2.007	2.986
Price to Sales	1.334	2.034
Price to Cash Flow	8.338	11.757
Dividend Yield	2.273	2.094
5 Years Earnings Growth	10.989	10.926

Sector Allocation

Name	Net %	Category Average
Financial Services	19.610	19.320
Technology	18.910	19.307
Industrials	12.310	13.007
Consumer Cyclical	10.980	10.661
Energy	8.070	5.926
Healthcare	6.980	10.838
Basic Materials	6.800	5.237
Communication Services	6.570	6.305
Consumer Defensive	4.980	7.735
Utilities	3.410	2.713
Real Estate	1.370	2.950

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	CI Portfolio Series Bal Growth Cl I	-	99.83	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.69B	4.88	8.40	10.22
CI Black Creek Global Leaders D	4.69B	4.81	7.64	9.45
CI Signature Select Canadian Class	2.78B	3.73	10.05	9.51
CI Cambridge Canadian Dividend D	1.76B	1.88	7.50	8.78
CI Cambridge Canadian Dividend A	1.76B	1.85	7.08	8.37

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SunWise Essential.	31.416	-0.080	-0.24%