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

Toronto

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23.616 -0.083 -0.35%

11/07 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Other

Morningstar Rating:
Total Assets: 17.32M

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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	10.830	18.750	7.920
Shares	35.450	35.560	0.110
Bonds	51.260	54.340	3.080
Convertible	0.850	0.850	0.000
Preferred	1.560	1.560	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.099	16.648
Price to Book	2.016	2.380
Price to Sales	1.453	1.783
Price to Cash Flow	8.506	10.029
Dividend Yield	2.368	2.593
5 Years Earnings Growth	9.672	9.173

Sector Allocation

Name	Net %	Category Average
Financial Services	20.620	20.945
Technology	17.630	16.299
Industrials	12.250	12.020
Consumer Cyclical	11.730	8.599
Energy	8.490	7.534
Communication Services	7.510	6.512
Basic Materials	6.630	5.412
Healthcare	6.310	8.027
Consumer Defensive	5.260	7.442
Utilities	2.340	4.023
Real Estate	1.240	3.485

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	-	99.60	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth A CAD	10.01B	2.53	9.85	5.96
CI Signature Glbl Incm Grwth F CAD	10.01B	3.09	11.08	7.14
CI Signature Glbl Incm Grwth FUND E	10.01B	2.65	10.13	6.22
CI Signature High Income	5.55B	3.18	8.94	5.29
CI Portfolio Series Balanced F T8	2.85B	4.67	11.70	6.09

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	Name	Price	Chg.	Chg. %
	SunWise Essential.	23.616	-0.083	-0.35%