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Sunwise Essential Ci Canadian Balanced Segregated Investment Class (0P0000Q39S)

Toronto

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20.767 -0.013 -0.06%

05/06 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 39.51M

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0P0000Q39S Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential CI Cambridge Canadian Asset Allo (0P0000Q39S) 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	17.908
Price to Book	2.145	2.693
Price to Sales	1.666	2.021
Price to Cash Flow	10.104	11.133
Dividend Yield	2.729	2.363
5 Years Earnings Growth	11.246	10.066

Sector Allocation

Name	Net %	Category Average
Financial Services	31.540	24.685
Energy	13.700	9.932
Technology	11.790	16.004
Industrials	11.040	13.088
Consumer Cyclical	7.600	7.826
Basic Materials	6.230	4.170
Healthcare	5.230	6.249
Consumer Defensive	5.190	6.046
Communication Services	3.850	4.855
Real Estate	2.070	4.258
Utilities	1.740	3.453

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 F CAD	9.87B	0.50	8.03	6.68
CI Signature Glbl Incm Grwth FUND E	9.87B	0.14	7.10	5.77
CI Signature Glbl Incm Grwth A CAD	9.87B	0.04	6.84	5.50
CI Signature High Income	5.5B	0.20	5.21	4.81
CI Portfolio Series Balanced F T5	2.82B	2.49	8.83	5.70

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