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Sunwise Essential 2 Portfolio Series Conservative Balanced Segregated Fund Pim Income Class (0P0000Y2U9)

Toronto

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26.088 -0.064 -0.24%

30/05 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 22.15M

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0P0000Y2U9 Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Conservative (0P0000Y2U9) fund. Our SunWise Essential 2 Portfolio Series Conservative 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	8.120	17.460	9.340
Shares	45.030	45.260	0.230
Bonds	39.710	42.890	3.180
Convertible	0.690	0.690	0.000
Preferred	1.750	1.750	0.000
Other	4.720	4.720	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.341	17.086
Price to Book	1.885	2.699
Price to Sales	1.308	1.933
Price to Cash Flow	7.586	10.808
Dividend Yield	2.439	2.325
5 Years Earnings Growth	9.854	10.070

Sector Allocation

Name	Net %	Category Average
Financial Services	21.730	19.287
Technology	15.430	17.375
Industrials	11.720	11.825
Consumer Cyclical	11.470	9.373
Energy	9.160	6.376
Communication Services	7.580	7.149
Healthcare	6.820	10.163
Basic Materials	6.710	4.760
Consumer Defensive	5.550	7.086
Utilities	2.400	3.715
Real Estate	1.430	4.363

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 Conserv Bal Cl I	-	99.54	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	9.81B	-2.79	6.53	6.68
CI Signature Glbl Incm Grwth FUND E	9.81B	-3.07	5.61	5.78
CI Signature Glbl Incm Grwth A CAD	9.81B	-3.15	5.36	5.51
CI Signature High Income	5.51B	0.20	5.21	4.81
CI Portfolio Series Balanced F T8	2.81B	-0.76	7.73	5.54

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