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Sunwise Essential 2 Portfolio Series Conservative Segregated Fund Pim Investment Class (0P0000Y2UG)

Toronto

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25.089 +0.143 +0.57%

20/10 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 17.38M

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0P0000Y2UG Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Conservative (0P0000Y2UG) 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	5.680	13.780	8.100
Shares	35.510	35.580	0.070
Bonds	52.220	54.040	1.820
Convertible	0.850	0.850	0.000
Preferred	1.520	1.520	0.000
Other	4.210	4.210	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.812	17.013
Price to Book	2.221	2.465
Price to Sales	1.559	1.857
Price to Cash Flow	9.248	10.392
Dividend Yield	2.268	2.515
5 Years Earnings Growth	9.913	9.114

Sector Allocation

Name	Net %	Category Average
Financial Services	19.900	21.675
Technology	17.560	17.027
Industrials	12.960	12.442
Consumer Cyclical	10.930	8.436
Energy	8.440	7.260
Communication Services	7.710	6.598
Basic Materials	7.230	5.781
Healthcare	6.400	7.262
Consumer Defensive	4.800	6.883
Utilities	2.830	3.571
Real Estate	1.240	3.291

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	-	99.77	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	10.44B	9.63	13.40	7.85
CI Signature Glbl Incm Grwth FUND E	10.44B	8.93	12.43	6.93
CI Signature Glbl Incm Grwth A CAD	10.44B	8.73	12.15	6.66
CI Signature High Income	5.71B	7.08	10.44	6.17
CI Portfolio Series Balanced F T8	2.92B	10.82	14.08	6.98

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