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Sunwise Essential 2 Portfolio Series Conservative Segregated Fund Pim Investment Class (0P0000Y2UG)

Toronto

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23.045 -0.160 -0.69%

06/03 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 18.27M

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Other

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0P0000Y2UG Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Conservative (0P0000Y2UG) 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	11.040	21.040	10.000
Stocks	37.360	37.490	0.130
Bonds	47.930	51.190	3.260
Convertible	0.880	0.880	0.000
Preferred	2.520	2.520	0.000
Other	0.280	0.290	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.559	16.376
Price to Book	2.037	2.419
Price to Sales	1.350	1.757
Price to Cash Flow	8.457	10.203
Dividend Yield	2.237	2.546
5 Years Earnings Growth	10.994	10.131

Sector Allocation

Name	Net %	Category Average
Financial Services	19.770	20.345
Technology	18.840	16.956
Industrials	12.290	11.846
Consumer Cyclical	10.930	8.624
Energy	8.040	7.583
Healthcare	7.060	8.771
Basic Materials	6.790	5.218
Communication Services	6.550	5.958
Consumer Defensive	4.950	7.050
Utilities	3.410	4.163
Real Estate	1.370	3.865

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	-	99.88	-	-

Top Other Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Glbl Incm Grwth F CAD	9.81B	3.14	6.95	7.02
CI Signature Glbl Incm Grwth FUND E	9.81B	3.00	6.03	6.11
CI Signature Glbl Incm Grwth A CAD	9.81B	2.96	5.77	5.85
CI Signature High Income	5.64B	3.43	6.03	5.14
CI Portfolio Series Balanced F T8	2.86B	1.91	7.18	5.66

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SunWise Essential.	23.045	-0.160	-0.69%