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Sunwise Essential 2 Portfolio Series Income Segregated Fund Pim Investment Class (0P0000Y2UO)

Toronto

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20.208 +0.058 +0.29%

31/03 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 47.46M

Type: Fund

Market: Canada

Issuer: CI Investments Inc

Asset Class: Bond

General
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0P0000Y2UO Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Portfolio Series Income Segreg (0P0000Y2UO) fund. Our SunWise Essential 2 Portfolio Series Income Segreg 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	7.860	13.690	5.830
Stocks	16.250	16.430	0.180
Bonds	71.060	74.560	3.500
Convertible	1.220	1.220	0.000
Preferred	3.160	3.160	0.000
Other	0.430	0.440	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.810	16.513
Price to Book	2.354	2.420
Price to Sales	1.782	1.779
Price to Cash Flow	9.547	10.197
Dividend Yield	2.261	2.548
5 Years Earnings Growth	11.237	9.912

Sector Allocation

Name	Net %	Category Average
Financial Services	19.900	20.635
Technology	17.070	17.133
Industrials	12.790	11.602
Consumer Cyclical	9.680	8.538
Energy	8.390	7.628
Healthcare	7.800	8.562
Basic Materials	7.550	5.053
Communication Services	7.290	6.170
Consumer Defensive	4.810	7.054
Utilities	2.940	4.148
Real Estate	1.800	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: 3

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	CI Portfolio Series Income Cl I	-	54.49	-	-
	CI Canadian Bond Class I	-	45.02	-	-

Top Bond Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Signature Corporate Bond E	1.72B	1.81	4.10	3.75
CI Signature Corporate Bond F	1.72B	1.89	4.51	4.04
CI Portfolio Series Income Class F	1.57B	2.00	5.04	3.87
United Canadian Fixed Income Corp C	1.2B	2.26	2.77	2.63
United Global Fixed Income Pool Cla	1.07B	1.85	0.80	0.79

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