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

Toronto

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23.381 +0.038 +0.16%

16/05 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 17.98M

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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	12.770	22.190	9.420
Shares	36.790	37.060	0.270
Bonds	47.150	50.420	3.270
Convertible	0.830	0.830	0.000
Preferred	2.210	2.210	0.000
Other	0.250	0.260	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.770	16.249
Price to Book	1.925	2.356
Price to Sales	1.339	1.757
Price to Cash Flow	7.918	9.981
Dividend Yield	2.365	2.597
5 Years Earnings Growth	9.624	9.602

Sector Allocation

Name	Net %	Category Average
Financial Services	20.980	21.158
Technology	16.800	16.440
Industrials	12.360	11.769
Consumer Cyclical	11.460	8.548
Energy	8.390	7.675
Basic Materials	7.120	5.153
Communication Services	7.010	6.237
Healthcare	6.670	8.283
Consumer Defensive	5.080	7.186
Utilities	2.780	4.083
Real Estate	1.340	3.840

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	-	99.95	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	9.93B	-2.79	6.53	6.68
CI Signature Glbl Incm Grwth FUND E	9.93B	-3.07	5.61	5.78
CI Signature Glbl Incm Grwth A CAD	9.93B	-3.15	5.36	5.51
CI Signature High Income	5.53B	0.20	5.21	4.81
CI Portfolio Series Balanced F T8	2.83B	-0.76	7.73	5.54

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