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Sunwise Essential 2 Sun Life Granite Balanced Growth Portfolio Segregated Fund Income Class (0P0000Y2V1)

Toronto

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22.420 -0.073 -0.32%

31/07 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.95M

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0P0000Y2V1 Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life Managed Balanced Grow (0P0000Y2V1) 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	18.216
Price to Book	2.485	2.967
Price to Sales	2.115	2.121
Price to Cash Flow	10.911	11.563
Dividend Yield	2.550	2.126
5 Years Earnings Growth	9.267	9.899

Sector Allocation

Name	Net %	Category Average
Financial Services	22.200	20.358
Technology	18.090	18.753
Industrials	13.650	13.009
Consumer Cyclical	6.970	10.785
Energy	6.080	5.979
Basic Materials	6.010	5.399
Communication Services	5.940	6.374
Healthcare	5.790	10.273
Real Estate	5.370	2.823
Consumer Defensive	5.070	7.669
Utilities	4.830	2.642

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	4.69B	3.10	12.06	9.71
CI Black Creek Global Leaders D	4.69B	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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