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Sunwise Essential Ci Canadian Balanced Segregated Income Class 75/100 (0P0000Q39R)

Toronto

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22.290 +0.075 +0.34%

29/07 - Delayed Data. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 40.35M

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0P0000Q39R Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential CI Cambridge Canadian Asset Allo (0P0000Q39R) fund. Our SunWise Essential CI Cambridge Canadian Asset Allo 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	2.080	2.890	0.810
Shares	54.700	54.700	0.000
Bonds	34.040	34.040	0.000
Convertible	0.410	0.410	0.000
Preferred	3.270	3.270	0.000
Other	5.500	5.500	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.497	18.272
Price to Book	2.145	2.692
Price to Sales	1.666	2.097
Price to Cash Flow	10.104	11.364
Dividend Yield	2.729	2.360
5 Years Earnings Growth	11.246	9.618

Sector Allocation

Name	Net %	Category Average
Financial Services	31.540	25.729
Energy	13.700	10.424
Technology	11.790	15.500
Industrials	11.040	12.640
Consumer Cyclical	7.600	7.632
Basic Materials	6.230	4.620
Healthcare	5.230	5.641
Consumer Defensive	5.190	6.115
Communication Services	3.850	4.609
Real Estate	2.070	3.929
Utilities	1.740	3.637

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	CI Canadian Balanced Class I	-	99.78	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth A CAD	10.12B	2.53	9.85	5.96
CI Signature Glbl Incm Grwth F CAD	10.12B	3.09	11.08	7.14
CI Signature Glbl Incm Grwth FUND E	10.12B	2.65	10.13	6.22
CI Signature High Income	5.56B	3.18	8.94	5.29
CI Portfolio Series Balanced F T8	2.86B	4.67	11.70	6.09

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Recent Quotes

Name	Price	Chg.	Chg. %
SunWise Essential.	22.290	+0.075	+0.34%
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