SunWise Elite CI Select Global Eqt Bundle B 75/100 (CIG9729)
25.67
+0.04
(+0.16%)
CAD |
Apr 15 2026
CIG9729 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.17% |
| Stock | 69.03% |
| Bond | 28.84% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.04% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 72.92% |
|---|---|
|
North America
|
71.23% |
| Canada | 30.65% |
| United States | 40.58% |
|
Latin America
|
1.69% |
| Brazil | 0.36% |
| Chile | 0.00% |
| Mexico | 0.70% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.23% |
|---|---|
| United Kingdom | 6.81% |
|
Europe Developed
|
8.42% |
| Belgium | 0.00% |
| Denmark | 0.00% |
| Finland | 0.68% |
| France | 2.63% |
| Germany | 2.92% |
| Ireland | 0.04% |
| Italy | 1.56% |
| Netherlands | 0.57% |
| Norway | 0.00% |
| Spain | 0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 11.66% |
|---|---|
| Japan | 5.29% |
|
Australasia
|
0.00% |
|
Asia Developed
|
4.27% |
| Hong Kong | 1.00% |
| South Korea | 1.15% |
| Taiwan | 2.11% |
|
Asia Emerging
|
2.10% |
| China | 1.14% |
| India | 0.96% |
| Unidentified Region | 0.19% |
|---|
Bond Credit Quality Exposure
| AAA | 35.85% |
| AA | 16.54% |
| A | 17.75% |
| BBB | 22.70% |
| BB | 0.21% |
| 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 | 0.07% |
| Not Available | 6.89% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
22.48% |
| Materials |
|
3.76% |
| Consumer Discretionary |
|
9.03% |
| Financials |
|
9.69% |
| Real Estate |
|
0.00% |
| Sensitive |
|
34.52% |
| Communication Services |
|
4.96% |
| Energy |
|
4.21% |
| Industrials |
|
7.86% |
| Information Technology |
|
17.49% |
| Defensive |
|
13.30% |
| Consumer Staples |
|
3.70% |
| Health Care |
|
6.93% |
| Utilities |
|
2.67% |
| Not Classified |
|
29.70% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
29.70% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 21.43% |
| Corporate | 44.98% |
| Securitized | 2.19% |
| Municipal | 22.36% |
| Other | 9.05% |
Bond Maturity Exposure
| Short Term |
|
0.39% |
| Less than 1 Year |
|
0.39% |
| Intermediate |
|
65.70% |
| 1 to 3 Years |
|
7.68% |
| 3 to 5 Years |
|
16.80% |
| 5 to 10 Years |
|
41.23% |
| Long Term |
|
31.88% |
| 10 to 20 Years |
|
12.66% |
| 20 to 30 Years |
|
13.25% |
| Over 30 Years |
|
5.97% |
| Other |
|
2.03% |
As of March 31, 2026