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Sunwise Essential 2 Portfolio Series Conservative Segregated Fund Pim Income Class (0P0000Y2UF)

Toronto

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23.167 +0.052 +0.22%

02/04 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 17.98M

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Other

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0P0000Y2UF Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Conservative (0P0000Y2UF) fund. Our SunWise Essential 2 Portfolio Series Conservative 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	11.440	21.240	9.800
Stocks	37.290	37.590	0.300
Bonds	47.880	51.400	3.520
Convertible	0.840	0.840	0.000
Preferred	2.370	2.370	0.000
Other	0.190	0.200	0.010

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.466	16.513
Price to Book	2.017	2.420
Price to Sales	1.387	1.779
Price to Cash Flow	8.308	10.197
Dividend Yield	2.305	2.548
5 Years Earnings Growth	10.718	9.912

Sector Allocation

Name	Net %	Category Average
Financial Services	20.730	20.635
Technology	17.690	17.133
Industrials	12.840	11.602
Consumer Cyclical	10.440	8.538
Energy	7.900	7.628
Basic Materials	7.460	5.053
Healthcare	7.150	8.562
Communication Services	6.800	6.170
Consumer Defensive	4.620	7.054
Utilities	3.040	4.148
Real Estate	1.340	3.856

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 %
	CI Portfolio Series Conservative Cl I	-	99.91	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	9.55B	3.14	6.95	7.02
CI Signature Glbl Incm Grwth FUND E	9.55B	3.00	6.03	6.11
CI Signature Glbl Incm Grwth A CAD	9.55B	2.96	5.77	5.85
CI Signature High Income	5.55B	3.43	6.03	5.14
CI Portfolio Series Balanced F T8	2.8B	1.91	7.18	5.66

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