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Sunwise Essential 2 Sun Life Granite Balanced Growth Portfolio Segregated Fund Investment Class (0P0000Y2V3)

Toronto

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22.105 -0.005 -0.02%

29/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.98M

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0P0000Y2V3 Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life Managed Balanced Grow (0P0000Y2V3) 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	2.410	5.060	2.650
Shares	62.750	62.750	0.000
Bonds	20.680	20.740	0.060
Convertible	0.210	0.210	0.000
Preferred	0.280	0.280	0.000
Other	13.660	13.680	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.149	18.348
Price to Book	2.492	2.964
Price to Sales	2.129	2.111
Price to Cash Flow	10.616	11.558
Dividend Yield	2.502	2.121
5 Years Earnings Growth	9.355	9.781

Sector Allocation

Name	Net %	Category Average
Financial Services	22.330	20.324
Technology	19.310	19.023
Industrials	13.860	13.262
Consumer Cyclical	6.830	10.754
Energy	6.070	6.096
Communication Services	5.870	6.355
Basic Materials	5.680	5.446
Healthcare	5.370	9.980
Real Estate	5.190	2.818
Utilities	4.800	2.623
Consumer Defensive	4.680	7.544

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	-	99.83	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.86B	1.35	9.92	8.98
CI Black Creek Global Leaders D	4.86B	0.95	9.15	8.22
CI Signature Select Canadian Class	2.8B	10.41	14.63	9.85
CI Cambridge Canadian Dividend A	1.73B	7.92	10.27	8.70
CI Cambridge Canadian Dividend F	1.73B	8.61	11.50	9.90

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