July - Summer Edition - CI Investments

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CI Sales Team Mike Warus Senior Vice-President Patrick Lefrançois Senior Vice-President Roy Ratnavel Senior Vice-President Ontario TEL: 416-364-1145 TOLL-FREE: 1-800-268-9374 Mike Warus Senior Vice-President mwarus@ci.com Kevin Bonello Vice-President kbonello@ci.com Ron Bowes Vice-President rbowes@ci.com Erick Boucher Vice-President eboucher@ci.com Jason Capobianco Vice-President jcapobianco@ci.com Sean Etherington Vice-President setherington@ci.com Jeff Hobson Vice-President jhobson@ci.com Ryan Keefe Vice-President rkeefe@ci.com Craig Koenig Vice-President ckoenig@ci.com Pierre Lalonde Vice-President plalonde@ci.com Andrew McBain Vice-President amcbain@ci.com Peter Perri Vice-President pperri@ci.com Matthew Rose Vice-President mrose@ci.com Nathan Rothwell Vice-President nrothwell@ci.com Jennifer Sinopoli Vice-President jsinopoli@ci.com Tim Skoubouris Vice-President tskoubouris@ci.com Alex Steele Vice-President asteele@ci.com Damon Sutherland Vice-President dsutherland@ci.com David Vigilanti Vice-President dvigilanti@ci.com Sharad Appadoo Inside Sales sappadoo@ci.com Dean Chong Inside Sales dechong@ci.com Saer Diop Inside Sales sdiop@ci.com Philip Douglas Inside Sales pdouglas@ci.com Amin Fernandez Inside Sales afernandez@ci.com Anet Gesualdi Inside Sales agesualdi@ci.com Bobby Greenberg Inside Sales bgreenberg@ci.com Perry Kekropidis Inside Sales pkekropi@ci.com Ian Maclean Inside Sales imaclean@ci.com Devendra Maharajh Inside Sales dmaharajh@ci.com Reza Manoucheri Inside Sales rmanoucheri@ci.com Taylor Michaud Inside Sales tmichaud@ci.com Jay Taylor Inside Sales jtaylor@ci.com Ryan Waller Inside Sales rwaller@ci.com Cheryl Bemister Sales Assistant cbemister@ci.com Teresa Hasiuk Sales Assistant thasiuk@ci.com Michelle Kang Sales Assistant mkang@ci.com Lindsay Muscat Sales Assistant lmuscat@ci.com Katie Newton Sales Assistant knewton@ci.com Alison Njie Sales Assistant anjie@ci.com Gabriella Sokacova Sales Assistant gsokacova@ci.com Halifax TOLL-FREE: 1-800-268-9374 Patrick Lefrançois Senior Vice-President plefrancois@ci.com Gordon Baker Vice-President gbaker@ci.com Greg Giffin Vice-President ggiffin@ci.com Andrew Lacas Vice-President alacas@ci.com Richard Belding Inside Sales rbelding@ci.com Taylor Michaud Inside Sales tmichaud@ci.com Heather Kennedy Sales Assistant hkennedy@ci.com National Accounts TEL: 416-364-1145 TOLL-FREE: 1-800-268-9374 Peter Glaab Senior Vice-President pglaab@ci.com Karl Siksna Vice-President ksiksna@ci.com Leah Graham Sales Assistant lgraham@ci.com Debra MacPhail Sales Assistant dmacphail@ci.com Vancouver TEL: 604-681-3346 TOLL-FREE: 1-800-665-6994 Roy Ratnavel Senior Vice-President rratnavel@ci.com Sean Hirtle Vice-President shirtle@ci.com Vincent Nijjar Vice-President vnijjar@ci.com Neil Rawal Vice-President nrawal@ci.com Tim Shrigley Vice-President tshrigley@ci.com Jim Tsiakos Vice-President jtsiakos@ci.com Victor Young Vice-President vyoung@ci.com Eric Mooney Inside Sales emooney@ci.com Rosalind Salter Inside Sales rsalter@ci.com Michael Ramos Inside Sales mramos@ci.com Laura Anderson Sales Assistant landerson@ci.com Jenny Obermeier Sales Assistant jobermeier@ci.com Ricki Thal Sales Assistant rthal@ci.com Calgary TEL: 403-205-4396 TOLL-FREE: 1-800-776-9027 Roy Ratnavel Senior Vice-President rratnavel@ci.com Scott Brown Vice-President sbrown@ci.com Elijah Clare Vice-President eclare@ci.com Jodie deMunnik Vice-President jdemunnik@ci.com Wayne Grant Vice-President wgrant@ci.com Bill Johnstone Vice-President bjohnstone@ci.com Christopher Matugas Vice-President cmatugas@ci.com Glenn Pesclovitch Vice-President gpesclovitch@ci.com James Sturdy Vice-President jsturdy@ci.com Jay Brisley Inside Sales jbrisley@ci.com Hassan Chauhan Inside Sales hchauhan@ci.com Jonathan Marusiak Inside Sales jmarusiak@ci.com Melissa Ho Sales Assistant mho@ci.com Karla Piper Sales Assistant kpiper@ci.com Eileen Soby Sales Assistant esoby@ci.com Montreal TEL: 514-875-0090 TOLL-FREE: 1-800-268-1602 Patrick Lefrançois Senior Vice-President plefrancois@ci.com Jacen Campbell Vice-President jcampbell@ci.com Joseph Gagliano Vice-President jgagliano@ci.com Jeremy Gould Vice-President jgould@ci.com Olivier Liard Vice-President oliard@ci.com Peter Papamichalopoulos Vice-President ppapamic@ci.com Jacques Prévost Vice-President jprevost@ci.com Roberto Katigbak Inside Sales rkatigbak@ci.com Louis-Philippe Proulx Inside Sales lproulx@ci.com Diane Tremblay Inside Sales dtremblay@ci.com Carine Coursol Sales Assistant ccoursol@ci.com Maritza Paredes Sales Assistant mparedes@ci.com Neshat Vafi Sales Assistant nvafi@ci.com Head Office 2 Queen Street East, 20th Floor, Toronto, Ontario M5C 3G7 Client Services: E-1-800-563-5181 F-1-800-668-3528 www.ci.com 100 SUMMER 2011 PERSPECTIVE AS AT JUNE 30, 2011
All commentaries are published by CI Investments Inc., the manager of all the funds described herein. They are provided as a general source of information and should not be considered personal investment advice or an offer or solicitation to buy or sell securities. Every effort has been made to ensure that the material contained in the commentaries is accurate at the time of publication. However, CI Investments Inc. cannot guarantee their accuracy or completeness and accepts no responsibility for any loss arising from any use of or reliance on the information contained herein. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise indicated and except for returns for periods less than one year, the indicated rates of return are the historical annual compounded total returns including changes in security value. All performance data assume reinvestment of all distributions or dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Returns are for Class A securities, unless otherwise indicated. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and there can be no assurances that the CI Money Market Funds will maintain its net asset value per security at a constant amount or that the full amount of your investment in these funds will be returned to you. The offering of units of the CI Global Opportunities Fund and Trident Global Opportunities Fund are made pursuant to their respective Offering Memorandum only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Transamerica Life Canada is the sole issuer of the individual variable annuity contracts providing for investment in CI Guaranteed Investment Funds and Legacy Funds. A description of the key features of the applicable individual variable annuity contract is contained in the CI Guaranteed Investment Funds or Legacy Funds Information Folder. Unity Life of Canada has entered into an agreement with CI Investments Inc. pursuant to which CI is responsible for certain marketing and administrative services in relation to the CI Segregated Funds. Unity Life of Canada established the individual variable annuity contract providing for investment in the CI Segregated Funds. A description of the key features of the individual variable annuity contract is contained in the CI Segregated Funds Information Folder. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contracts providing for investment in SunWise, SunWise Elite and Clarica segregated funds. A description of the key features of the applicable individual variable annuity contract is contained in the SunWise or Clarica Information Folder. ®CI Investments, the CI Investments design, Perspective, Synergy Mutual Funds, Harbour Advisors, Harbour Funds, Cambridge Global Managers, American Managers, Insight and Insight Program, Legacy Funds and CI Guaranteed Investment Funds are registered trademarks of CI Investments Inc. Cambridge Advisors is the business name of CI Global Holdings Inc. Certain portfolio managers of Cambridge Advisors are registered with CI Investments Inc. Cambridge, Portfolio Select Series, Portfolio Series, Signature Funds and Signature Global Advisors are trademarks of CI Investments Inc. ®TRANSAMERICA is a registered trademark of Transamerica Corporation. Transamerica Life Canada is licensed to use such marks. Transamerica Life Canada is registered to carry on business under the name “Transamerica Life Canada”. ®SunWise and Clarica are registered trademarks of Sun Life Assurance Company of Canada. ®True North and Fidelity NorthStar are registered trademarks of FMR Corp. Franklin Templeton Investments, Franklin Templeton Investments Quotential Program and/or Franklin Templeton Investments and design are registered trademarks of Franklin Templeton Investment corp. ®Fidelity Investments and the Fidelity design are registered trademarks of FMR Corp. Nothing herein should be read to constitute an offer or solicitation by Trident Investment Management, LLC or its principal to provide investment advisory services to any person or entity. For Advisor Use Only
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www.ci.com/perspective Summer 2011
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Summer 2011 Dear Advisor, CI Invest
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Introducing Black Creek That gives
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Introducing Black Creek [Q] Why hav
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Book reviews Book reviews Settling
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Book reviews NON-FICTION: The Big S
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Book reviews Brandon Snow Principal
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Book reviews Malcolm White Vice-Pre
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Portfolio Snapshot Performance YTD
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Signature Market Roundup Interest r
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Signature Market Roundup Consumer p
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Signature Market Roundup Global ind
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Signature Market Roundup High-yield
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Commentary In addition to the above
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Commentary eBay and Wienerberger. C
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Commentary Stephen Jenkins Senior V
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Tetrem Capital Management Ltd. Comm
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In choosing the Fund Manager of the
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Fund Facts as at June 30, 2011 Fund
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Page 51 and 52: Fund Facts as at June 30, 2011 Fund
Page 73 and 74: Summary of capped funds MUTUAL/HEDG
Page 75 and 76: CI Corporate Class cont’d LEAD MA
Page 77 and 78: Portfolio Select Series LEAD MANAG
Page 79 and 80: CI GIFs (Class A units) 1 Issued by
Page 81 and 82: Clarica MVP Segregated Funds LEAD M
Page 83 and 84: Clarica Portfolio Segregated Funds
Page 85 and 86: SunWise ® I Funds Full Guarantee c
Page 87 and 88: SunWise ® II Funds Basic Guarantee
Page 89 and 90: SunWise ® II Funds Combined Guaran
Page 91 and 92: SunWise ® II Funds Full Guarantee
Page 93 and 94: SunWise ® Basic Guarantee Elite Fu
Page 95 and 96: SunWise ® Elite Funds Combined Gua
Page 97 and 98: SunWise ® Full Guarantee cont’d
Page 99 and 100: SunWise ® Investment Class Essenti
Page 101: SunWise ® Estate Class cont’d Es
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July - Summer Edition - CI Investments

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