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Sunwise Essential 2 Portfolio Series Conservative Segregated Fund Pim Estate Class (0P0000Y2UE)

Toronto

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23.068 +0.003 +0.01%

17/12 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Other

Morningstar Rating:
Total Assets: 19.36M

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0P0000Y2UE Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Conservative (0P0000Y2UE) 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	6.180	16.140	9.960
Stocks	34.910	35.020	0.110
Bonds	47.680	52.860	5.180
Convertible	0.790	0.790	0.000
Preferred	2.440	2.440	0.000
Other	8.000	8.000	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.736	16.277
Price to Book	2.139	2.418
Price to Sales	1.381	1.728
Price to Cash Flow	8.470	10.137
Dividend Yield	2.276	2.592
5 Years Earnings Growth	11.641	10.390

Sector Allocation

Name	Net %	Category Average
Financial Services	20.250	20.143
Technology	18.280	16.713
Industrials	12.130	12.000
Consumer Cyclical	10.820	8.294
Energy	8.150	7.687
Healthcare	7.150	8.816
Communication Services	7.060	5.938
Basic Materials	6.970	5.601
Consumer Defensive	4.030	6.995
Utilities	3.540	4.423
Real Estate	1.630	4.084

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	-	99.79	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	9.8B	16.41	4.79	7.61
CI Signature Glbl Incm Grwth FUND E	9.8B	15.49	3.73	6.64
CI Signature Glbl Incm Grwth A CAD	9.8B	15.24	3.63	6.40
CI Signature High Income	5.55B	17.13	6.48	5.40
CI Portfolio Series Balanced F T8	2.96B	16.68	5.99	6.16

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SunWise Essential.	23.068	+0.003	+0.01%