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Sunwise Essential 2 Sun Life Mfs Mclean Budden Global Value Segregated Bundle Estate Class (0P0000Y2VM)

Toronto

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23.829 +0.131 +0.55%

06/06 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.79M

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0P0000Y2VM Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life MFS McLean Budden Glo (0P0000Y2VM) fund. Our SunWise Essential 2 Sun Life MFS McLean Budden Glo 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	1.140	2.970	1.830
Shares	71.450	71.450	0.000
Bonds	26.630	26.660	0.030
Convertible	0.070	0.070	0.000
Preferred	0.220	0.220	0.000
Other	0.490	0.490	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.600	17.613
Price to Book	1.763	2.927
Price to Sales	1.424	2.097
Price to Cash Flow	7.698	11.334
Dividend Yield	2.996	2.138
5 Years Earnings Growth	8.240	10.102

Sector Allocation

Name	Net %	Category Average
Financial Services	26.340	20.419
Industrials	15.590	12.802
Healthcare	13.540	10.776
Technology	10.720	18.470
Consumer Defensive	9.110	7.759
Energy	7.370	6.116
Utilities	5.400	2.680
Communication Services	5.390	6.488
Basic Materials	3.580	5.384
Consumer Cyclical	2.960	10.513

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 2

	Name	ISIN	Weight %	Last	Change %
	Sun Life MFS Global Value Series I	-	73.52	-	-
	Sun Life Multi-Strategy Bond I	-	28.31	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Sun Life MFS Global Growth D	2.01B	-3.66	10.77	10.32
Sun Life MFS Global Growth F	2.01B	-3.44	11.38	10.80
Sun Life MFS International Value A	1.92B	10.84	12.87	6.86
Sun Life MFS International Value F	1.92B	11.37	14.20	8.10
Sun Life MFS Intl Value A T5	1.92B	10.83	12.85	6.85

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