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Sunwise Essential 2 Sun Life Managed Balanced Growth Portfolio Segregated Fund Estate Class (0P0000Y2V0)

Toronto

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21.801 +0.086 +0.40%

29/07 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.95M

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0P0000Y2V0 Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life Managed Balanced Grow (0P0000Y2V0) fund. Our SunWise Essential 2 Sun Life Managed Balanced Grow 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	2.760	5.480	2.720
Shares	62.200	62.200	0.000
Bonds	20.720	20.770	0.050
Convertible	0.200	0.200	0.000
Preferred	0.290	0.290	0.000
Other	13.830	13.830	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.208	18.199
Price to Book	2.485	2.965
Price to Sales	2.115	2.120
Price to Cash Flow	10.911	11.560
Dividend Yield	2.550	2.127
5 Years Earnings Growth	9.267	9.889

Sector Allocation

Name	Net %	Category Average
Financial Services	22.200	20.355
Technology	18.090	18.727
Industrials	13.650	13.018
Consumer Cyclical	6.970	10.789
Energy	6.080	5.980
Basic Materials	6.010	5.404
Communication Services	5.940	6.373
Healthcare	5.790	10.289
Real Estate	5.370	2.824
Consumer Defensive	5.070	7.668
Utilities	4.830	2.637

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 Growth Port I	-	99.64	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.76B	3.10	12.06	9.71
CI Black Creek Global Leaders D	4.76B	2.76	11.28	8.95
CI Signature Select Canadian Class	2.78B	7.18	15.36	9.67
CI Cambridge Canadian Dividend F	1.73B	7.12	12.81	9.96
CI Cambridge Canadian Div E CAD	1.73B	6.59	11.69	8.86

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