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Sunwise Essential 2 Sun Life Managed Balanced Portfolio Segregated Fund Estate Class (0P0000Y2V5)

Toronto

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19.512 -0.005 -0.03%

29/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 4.69M

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0P0000Y2V5 Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life Managed Balanced Port (0P0000Y2V5) fund. Our SunWise Essential 2 Sun Life Managed Balanced Port 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	2.980	5.640	2.660
Shares	53.330	53.330	0.000
Bonds	29.780	29.850	0.070
Convertible	0.280	0.280	0.000
Preferred	0.380	0.380	0.000
Other	13.260	13.280	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.126	17.636
Price to Book	2.488	2.752
Price to Sales	2.127	2.000
Price to Cash Flow	10.598	10.849
Dividend Yield	2.507	2.291
5 Years Earnings Growth	9.349	9.669

Sector Allocation

Name	Net %	Category Average
Financial Services	22.350	19.565
Technology	19.240	17.596
Industrials	13.890	12.089
Consumer Cyclical	6.820	9.352
Energy	6.070	6.318
Communication Services	5.860	7.212
Basic Materials	5.690	4.985
Healthcare	5.370	9.579
Real Estate	5.210	4.153
Utilities	4.810	3.641
Consumer Defensive	4.690	7.034

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 %
	Sun Life Granite Balanced Portfolio I	-	99.47	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	10.18B	5.62	10.39	6.95
CI Signature Glbl Incm Grwth FUND E	10.18B	5.09	9.44	6.03
CI Signature Glbl Incm Grwth A CAD	10.18B	4.94	9.17	5.76
CI Signature High Income	5.65B	4.02	7.26	5.35
CI Portfolio Series Balanced F T8	2.86B	5.87	10.51	5.94

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