SunWise Elite CI Select Global Eqt Bundle C 75/75 (CIG9629)
27.53
-0.29
(-1.05%)
CAD |
Jan 20 2026
CIG9629 Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.22% |
| Stock | 69.31% |
| Bond | 29.31% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.16% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 76.25% |
|---|---|
|
North America
|
75.24% |
| Canada | 31.55% |
| United States | 43.69% |
|
Latin America
|
1.01% |
| Chile | 0.00% |
| Mexico | 0.54% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.18% |
|---|---|
| United Kingdom | 6.32% |
|
Europe Developed
|
8.86% |
| Belgium | 0.00% |
| Denmark | 0.00% |
| France | 2.36% |
| Germany | 3.27% |
| Ireland | 0.04% |
| Italy | 2.20% |
| Netherlands | 0.97% |
| Norway | 0.00% |
| Spain | 0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 8.14% |
|---|---|
| Japan | 2.92% |
|
Australasia
|
0.00% |
|
Asia Developed
|
3.02% |
| Hong Kong | 1.13% |
| South Korea | 0.87% |
| Taiwan | 1.03% |
|
Asia Emerging
|
2.20% |
| China | 1.59% |
| India | 0.61% |
| Unidentified Region | 0.42% |
|---|
Bond Credit Quality Exposure
| AAA | 38.85% |
| AA | 13.93% |
| A | 16.41% |
| BBB | 23.74% |
| BB | 0.23% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.12% |
| Not Available | 6.72% |
| Short Term | 0.00% |
As of November 30, 2025
Stock Sector Exposure
| Cyclical |
|
23.88% |
| Materials |
|
4.21% |
| Consumer Discretionary |
|
7.41% |
| Financials |
|
11.48% |
| Real Estate |
|
0.77% |
| Sensitive |
|
33.90% |
| Communication Services |
|
5.61% |
| Energy |
|
2.12% |
| Industrials |
|
8.63% |
| Information Technology |
|
17.53% |
| Defensive |
|
12.14% |
| Consumer Staples |
|
2.91% |
| Health Care |
|
7.25% |
| Utilities |
|
1.98% |
| Not Classified |
|
30.08% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
30.08% |
As of November 30, 2025
Bond Sector Exposure
As of November 30, 2025
| Type | % Net |
|---|---|
| Government | 25.93% |
| Corporate | 41.62% |
| Securitized | 2.42% |
| Municipal | 19.93% |
| Other | 10.10% |
Bond Maturity Exposure
| Short Term |
|
0.39% |
| Less than 1 Year |
|
0.39% |
| Intermediate |
|
63.16% |
| 1 to 3 Years |
|
7.63% |
| 3 to 5 Years |
|
15.24% |
| 5 to 10 Years |
|
40.28% |
| Long Term |
|
34.33% |
| 10 to 20 Years |
|
13.69% |
| 20 to 30 Years |
|
15.09% |
| Over 30 Years |
|
5.55% |
| Other |
|
2.12% |
As of November 30, 2025