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Sunwise Essential 2 Portfolio Series Balanced Growth Segregated Fund Pim Income Class (0P0000Y2TY)

Toronto

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32.830 -0.068 -0.21%

31/07 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 19.81M

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0P0000Y2TY Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Balanced Grow (0P0000Y2TY) 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	9.580	13.340	3.760
Shares	65.030	65.040	0.010
Bonds	24.230	25.690	1.460
Convertible	0.400	0.400	0.000
Preferred	0.740	0.740	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.147	18.216
Price to Book	2.024	2.967
Price to Sales	1.461	2.121
Price to Cash Flow	8.541	11.563
Dividend Yield	2.359	2.126
5 Years Earnings Growth	9.662	9.899

Sector Allocation

Name	Net %	Category Average
Financial Services	20.730	20.358
Technology	17.460	18.753
Industrials	12.390	13.009
Consumer Cyclical	11.770	10.785
Energy	8.480	5.979
Communication Services	7.510	6.374
Basic Materials	6.610	5.399
Healthcare	6.250	10.273
Consumer Defensive	5.230	7.669
Utilities	2.320	2.642
Real Estate	1.240	2.823

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	-	99.52	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.69B	3.10	12.06	9.71
CI Black Creek Global Leaders D	4.69B	2.76	11.28	8.95
CI Signature Select Canadian Class	2.78B	7.18	15.36	9.67
CI Cambridge Canadian Dividend F	1.73B	7.12	12.81	9.96
CI Cambridge Canadian Div E CAD	1.73B	6.59	11.69	8.86

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