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Sunwise Essential 2 Sun Life Granite Balanced Portfolio Segregated Fund Investment Class (0P0000Y2V2)

Toronto

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18.674 -0.044 -0.24%

30/05 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 4.54M

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0P0000Y2V2 Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life Managed Balanced Port (0P0000Y2V2) 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	1.510	9.950	8.440
Shares	55.230	55.230	0.000
Bonds	29.080	29.150	0.070
Convertible	0.250	0.250	0.000
Preferred	0.370	0.370	0.000
Other	13.570	13.570	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.654	17.086
Price to Book	2.333	2.699
Price to Sales	2.028	1.933
Price to Cash Flow	10.325	10.808
Dividend Yield	2.616	2.325
5 Years Earnings Growth	9.278	10.070

Sector Allocation

Name	Net %	Category Average
Financial Services	21.860	19.287
Technology	17.670	17.375
Industrials	13.200	11.825
Consumer Cyclical	7.460	9.373
Energy	6.280	6.376
Basic Materials	6.190	4.760
Healthcare	6.110	10.163
Communication Services	6.070	7.149
Real Estate	5.220	4.363
Utilities	5.010	3.715
Consumer Defensive	4.940	7.086

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1

Number of short holdings: 2

	Name	ISIN	Weight %	Last	Change %
	Sun Life Granite Balanced Portfolio I	-	100.42	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth A CAD	9.81B	-3.15	5.36	5.51
CI Signature Glbl Incm Grwth F CAD	9.81B	-2.79	6.53	6.68
CI Signature Glbl Incm Grwth FUND E	9.81B	-3.07	5.61	5.78
CI Signature High Income	5.51B	0.20	5.21	4.81
CI Portfolio Series Balanced F T8	2.81B	-0.76	7.73	5.54

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