SunWise Elite CI Select Global Eqt Bundle B 75/100 (CIG9729)
24.28
+0.13
(+0.54%)
CAD |
Mar 23 2026
CIG9729 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.37% |
| Stock | 68.69% |
| Bond | 29.14% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.79% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.17% |
|---|---|
|
North America
|
67.93% |
| Canada | 30.53% |
| United States | 37.40% |
|
Latin America
|
1.25% |
| Chile | 0.00% |
| Mexico | 0.66% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.13% |
|---|---|
| United Kingdom | 7.21% |
|
Europe Developed
|
9.91% |
| Belgium | 0.00% |
| Denmark | 0.00% |
| France | 2.84% |
| Germany | 2.99% |
| Ireland | 0.04% |
| Italy | 2.53% |
| Netherlands | 1.50% |
| Norway | 0.00% |
| Spain | 0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 12.72% |
|---|---|
| Japan | 4.93% |
|
Australasia
|
0.00% |
|
Asia Developed
|
5.11% |
| Hong Kong | 1.05% |
| South Korea | 1.75% |
| Taiwan | 2.31% |
|
Asia Emerging
|
2.68% |
| China | 1.11% |
| India | 1.57% |
| Unidentified Region | 0.98% |
|---|
Bond Credit Quality Exposure
| AAA | 37.28% |
| AA | 15.67% |
| A | 16.85% |
| BBB | 23.05% |
| 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 | 0.11% |
| Not Available | 6.83% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
23.59% |
| Materials |
|
4.01% |
| Consumer Discretionary |
|
7.92% |
| Financials |
|
11.67% |
| Real Estate |
|
0.00% |
| Sensitive |
|
33.39% |
| Communication Services |
|
4.95% |
| Energy |
|
3.01% |
| Industrials |
|
9.52% |
| Information Technology |
|
15.90% |
| Defensive |
|
12.91% |
| Consumer Staples |
|
3.50% |
| Health Care |
|
6.92% |
| Utilities |
|
2.49% |
| Not Classified |
|
30.10% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
30.10% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 23.58% |
| Corporate | 43.42% |
| Securitized | 2.21% |
| Municipal | 21.46% |
| Other | 9.33% |
Bond Maturity Exposure
| Short Term |
|
0.39% |
| Less than 1 Year |
|
0.39% |
| Intermediate |
|
65.60% |
| 1 to 3 Years |
|
7.99% |
| 3 to 5 Years |
|
16.12% |
| 5 to 10 Years |
|
41.50% |
| Long Term |
|
31.97% |
| 10 to 20 Years |
|
12.94% |
| 20 to 30 Years |
|
14.52% |
| Over 30 Years |
|
4.51% |
| Other |
|
2.04% |
As of February 28, 2026