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Sunwise Essential 2 Portfolio Series Conservative Segregated Fund Pim Estate Class (0P0000Y2UE)

Toronto

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24.032 -0.007 -0.03%

21/08 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 17.4M

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0P0000Y2UE Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Conservative (0P0000Y2UE) 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	10.000	18.050	8.050
Shares	35.860	35.970	0.110
Bonds	51.570	54.520	2.950
Convertible	0.840	0.840	0.000
Preferred	1.560	1.560	0.000
Other	0.170	0.180	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.268	16.839
Price to Book	2.085	2.401
Price to Sales	1.519	1.806
Price to Cash Flow	8.536	10.097
Dividend Yield	2.282	2.573
5 Years Earnings Growth	9.661	9.170

Sector Allocation

Name	Net %	Category Average
Financial Services	20.280	21.272
Technology	18.040	16.450
Industrials	12.700	12.151
Consumer Cyclical	11.160	8.454
Energy	8.420	7.591
Communication Services	7.710	6.569
Basic Materials	6.490	5.499
Healthcare	6.370	7.603
Consumer Defensive	4.780	7.269
Utilities	2.950	3.989
Real Estate	1.090	3.319

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 Conservative Cl I	-	99.66	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth A CAD	10.21B	4.94	9.17	5.76
CI Signature Glbl Incm Grwth F CAD	10.21B	5.62	10.39	6.95
CI Signature Glbl Incm Grwth FUND E	10.21B	5.09	9.44	6.03
CI Signature High Income	5.64B	4.02	7.26	5.35
CI Portfolio Series Balanced F T8	2.88B	5.87	10.51	5.94

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