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SunWise Essential 2 Portfolio Series Balanced Growth Segregated Fund PIM Investment Class (0P0000Y2TT)

Toronto

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35.161 -0.011 -0.03%

01/12 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 19.98M

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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	4.870	10.640	5.770
Shares	65.800	65.810	0.010
Bonds	23.830	24.510	0.680
Convertible	0.340	0.340	0.000
Preferred	0.610	0.610	0.000
Other	4.540	4.540	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.638	18.674
Price to Book	2.215	3.128
Price to Sales	1.573	2.279
Price to Cash Flow	9.257	11.925
Dividend Yield	2.183	2.036
5 Years Earnings Growth	9.412	9.726

Sector Allocation

Name	Net %	Category Average
Financial Services	21.360	19.969
Technology	18.110	20.172
Industrials	12.910	13.506
Consumer Cyclical	11.010	10.489
Basic Materials	7.740	5.523
Communication Services	7.730	6.591
Energy	7.320	6.339
Healthcare	5.780	10.151
Consumer Defensive	4.010	7.118
Utilities	2.540	2.503
Real Estate	1.490	2.583

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	-	99.56	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders D	5.1B	13.79	15.32	9.95
CI Black Creek Global Leaders F CAD	5.09B	14.45	16.13	10.72
CI Signature Select Canadian Class	2.75B	21.36	19.29	11.34
CI Black Creek Glbl Lead Corp F CAD	1.72B	14.03	15.69	10.47
CI Black Creek Global Lead Corp FT8	1.72B	14.05	15.70	10.48

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Recent Quotes

Name	Price	Chg.	Chg. %
SunWise Essential.	35.161	-0.011	-0.03%
PSG/TRY	37.3	+1.1	+3.04%
GEMA	161.05	-2.05	-1.26%
002738	63.03	-3.62	-5.43%