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Sunwise Essential Fidelity American Disciplined Equity Segregated Bundle (0P0000Q3CT)

Toronto

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32.997 -0.143 -0.43%

30/05 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.22M

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0P0000Q3CT Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential Fidelity American Disciplined Eq (0P0000Q3CT) fund. Our SunWise Essential Fidelity American Disciplined Eq 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	0.800	2.920	2.120
Shares	71.480	71.480	0.000
Bonds	27.560	27.560	0.000
Convertible	0.170	0.170	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.140	17.990
Price to Book	4.633	2.966
Price to Sales	3.221	2.106
Price to Cash Flow	16.564	11.500
Dividend Yield	1.277	2.108
5 Years Earnings Growth	10.270	10.160

Sector Allocation

Name	Net %	Category Average
Technology	33.410	19.114
Financial Services	13.420	20.046
Consumer Cyclical	11.010	10.603
Healthcare	10.510	10.637
Communication Services	9.190	6.551
Industrials	7.590	12.680
Consumer Defensive	5.620	7.677
Energy	3.140	5.893
Utilities	2.500	2.701
Real Estate	1.890	2.791
Basic Materials	1.710	5.207

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 2

	Name	ISIN	Weight %	Last	Change %
	Fidelity American Disciplined Eq Sr O	-	73.88	-	-
	Fidelity Canadian Bond Series O	-	28.24	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.7B	-2.59	6.86	9.33
CI Black Creek Global Leaders D	4.7B	-2.80	6.12	8.57
CI Signature Select Canadian Class	2.68B	-1.86	8.68	8.48
CI Cambridge Canadian Dividend D	1.69B	-0.03	7.46	8.33
CI Cambridge Canadian Dividend A	1.69B	-0.16	7.04	7.91

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