March - CI Investments

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CI Sales TeamNeal KerrSenior Vice-PresidentDerek J. GreenPresident and CEO, CI Investmentsdgreen@ci.comPatrick LefrançoisSenior Vice-PresidentRoy RatnavelSenior Vice-PresidentOntario TEL: 416-364-1145 TOLL-FREE: 1-800-268-9374Neal Kerr . .................Senior Vice-President ....... nkerr@ci.comKevin Bonello . .............Vice-President ............. kbonello@ci.comRon Bowes . ...............Vice-President ............. rbowes@ci.comErick Boucher . ............Vice-President ............. eboucher@ci.comJeff Hobson . ...............Vice-President ............. jhobson@ci.comCraig Koenig . ..............Vice-President ............. ckoenig@ci.comPierre Lalonde . ............Vice-President ............. plalonde@ci.comAndrew McBain ...........Vice-President ............. amcbain@ci.comPeter Perri . ................Vice-President ............. pperri@ci.comMatthew Rose . ............Vice-President ............. mrose@ci.comAhmad Salehzadeh . ........Vice-President ............. asaleh@ci.comJennifer Sinopoli . ..........Vice-President ............. jsinopoli@ci.comAlex Steele . ...............Vice-President ............. asteele@ci.comDavid Vigilanti . ............Vice-President ............. dvigilanti@ci.comMike Warus . ..............Vice-President ............. mwarus@ci.comSharad Appadoo . ..........Inside Sales ............... sappadoo@ci.comAlexandra Katz . ............Inside Sales ............... akatz@ci.comRyan Keefe . ...............Inside Sales ............... rkeefe@ci.comNathan Rothwell . ..........Inside Sales ............... nrothwell@ci.comZoe Rutledge . .............Inside Sales ............... zrutledge@ci.comKarl Siksna . ...............Inside Sales ............... ksiksna@ci.comJosh Varghese . ............Inside Sales ............... jvarghese2@ci.comSarah Varley . ..............Inside Sales ............... svarley@ci.comGiovanna Cerilli . ...........Sales Assistant ............ gcerilli@ci.comTeresa Hasiuk . ............Sales Assistant ............ thasiuk@ci.comMichelle Kang . ............Sales Assistant ............ mkang@ci.comDebra MacPhail . ...........Sales Assistant ............ dmacphail@ci.comMagda Mirecki . ...........Sales Assistant ............ mmirecki@ci.comMarion Tymburski . .........Sales Assistant ............ mtymburski@ci.comAlison Wong . ..............Sales Assistant ............ awong@ci.comHalifax TOLL-FREE: 1-800-268-9374Neal Kerr . .................Senior Vice-President ....... nkerr@ci.comAndrew Lacas . ............Vice-President ............. alacas@ci.comCasey Walsh . ..............Vice-President ............. cwalsh@ci.comSarah Varley . ..............Inside Sales ............... svarley@ci.comHeather Kennedy . ..........Sales Assistant ............ hkennedy@ci.comCI Institutional Asset ManagementTEL: 416-364-1145 TOLL-FREE: 1-800-268-9374Chris Boyle . ...............Senior Vice-President ....... cboyle@ci.comEd Lee ....................Vice-President ............. elee@ci.comDustin Hunt . ...............Vice-President ............. dhunt@ci.comMurray Jewell . ............Vice-President ............. mjewell@ci.comSean Stansfield . ...........Vice-President ............. sstansfield@ci.comErik Brandt . ...............Inside Sales ............... ebrandt@ci.comNaveed Mohammed . .......Inside Sales ............... nmohammed@ci.comNicolette Cutz . .............Sales Assistant ............ ncutz@ci.comLeah Graham . .............Sales Assistant ............ lgraham@ci.comHead Office2 Queen Street East, 20th Floor, Toronto, Ontario M5C 3G7Vancouver TEL: 604-681-3346 TOLL-FREE: 1-800-665-6994Roy Ratnavel . ..............Senior Vice-President ....... rratnavel@ci.comSean Hirtle . ...............Vice-President ............. shirtle@ci.comVincent Nijjar . .............Vice-President ............ vnijjar@ci.comNeil Rawal . ...............Vice-President ............. nrawal@ci.comTim Shrigley . ..............Vice-President ............. tshrigley@ci.comVictor Young . ..............Vice-President ............. vyoung@ci.comElijah Clare . ...............Inside Sales ............... eclare@ci.comEric Mooney . ..............Inside Sales ............... emooney@ci.comRosalind Salter . ...........Inside Sales ............... rsalter@ci.comPindy Sumal . ..............Sales Assistant ............ psumal@ci.comRicki Thal . ................Sales Assistant ............ rthal@ci.comLaura Anderson . ...........Sales Assistant ............ landerson@ci.comCalgary TEL: 403-205-4396 TOLL-FREE: 1-800-776-9027Roy Ratnavel . ..............Senior Vice-President ....... rratnavel@ci.comJodie deMunnik ............Vice-President ............. jdemunnik@ci.comTravis Jensen ..............Vice-President ............. tjensen@ci.comBill Johnstone .............Vice-President ............. bjohnstone@ci.comStephen Mantrop ...........Vice-President ............. smantrop@ci.comJames Sturdy ..............Vice-President ............. jsturdy@ci.comBryce Walker .............Vice-President ............. bwalker@ci.comScott Brown ...............Inside Sales ............... sbrown@ci.comDean Chong ...............Inside Sales ............... dechong@ci.comMichael Messecar .........Inside Sales ............... mmessecar@ci.comKaja Brathwaite . ...........Sales Assistant ............ kbrathwaite@ci.comKim Lockwood . ............Sales Assistant ............ klockwood@ci.comChelsea Low . ..............Sales Assistant ............ clow@ci.comMontreal TEL: 514-875-0090 TOLL-FREE: 1-800-268-1602Patrick Lefrançois . .........Senior Vice-President ....... plefrancois@ci.comJacen Campbell . ...........Vice-President ............. jcampbell@ci.comJeremy Gould . .............Vice-President ............. jgould@ci.comOlivier Liard . ..............Vice-President ............. oliard@ci.comJacques Prévost . ..........Vice-President ............. jprevost@ci.comKostas Brikas . .............Inside Sales ............... kbrikas@ci.comLouis-Philippe Proulx . ......Inside Sales ............... lproulx@ci.comDiane Tremblay . ...........Inside Sales ............... dtremblay@ci.comNancy Brodeur . ............Sales Assistant ............ nbrodeur@ci.comSamira Haikel . ............Sales Assistant ............ shaikel@ci.comCarine Coursol . ............Sales Assistant ............ ccoursol@ci.comSkylon TEL: 416-364-1145 TOLL-FREE: 1-800-268-9374Josh Varghese ..............Inside Sales ................jvarghese@ci.comJane Conti ..................Sales Assistant ..............jconti@ci.comClient Services: E-1-800-563-5181 F-1-800-668-3528www.ci.comPAGE 108 • SPRING 2010 PERSPECTIVE AS AT MARCH 31, 2010
All commentaries are published by CI Investments Inc., themanager of all the funds described herein. They are provided asa general source of information and should not be consideredpersonal investment advice or an offer or solicitation to buy orsell securities. Every effort has been made to ensure that thematerial contained in the commentaries is accurate at the timeof publication. However, CI Investments Inc. cannot guaranteetheir accuracy or completeness and accepts no responsibilityfor any loss arising from any use of or reliance on the informationcontained herein.Commissions, trailing commissions, management fees andexpenses all may be associated with mutual fund investments.Please read the prospectus before investing. Unless otherwiseindicated and except for returns for periods less than oneyear, the indicated rates of return are the historical annualcompounded total returns including changes in security value.All performance data assume reinvestment of all distributionsor dividends and do not take into account sales, redemption,distribution or optional charges or income taxes payable byany securityholder that would have reduced returns. Mutualfunds are not guaranteed, their values change frequently andpast performance may not be repeated. Mutual fund securitiesare not covered by the Canada Deposit Insurance Corporationor by any other government deposit insurer and there can beno assurances that the CI Money Market Funds will maintain itsnet asset value per security at a constant amount or that the fullamount of your investment in these funds will be returned to you.The offering of units of the CI Global Opportunities Fund andTrident Global Opportunities Fund are made pursuant to theirrespective Offering Memorandum only to those investors injurisdictions of Canada who meet certain eligibility or minimumpurchase requirements.Transamerica Life Canada is the sole issuer of the individualvariable annuity contracts providing for investment in CIGuaranteed Investment Funds and Legacy Funds. A descriptionof the key features of the applicable individual variableannuity contract is contained in the CI Guaranteed InvestmentFunds or Legacy Funds Information Folder.Unity Life of Canada has entered into an agreement withCI Investments Inc. pursuant to which CI is responsible forcertain marketing and administrative services in relation tothe CI Segregated Funds. Unity Life of Canada established theindividual variable annuity contract providing for investment inthe CI Segregated Funds. A description of the key features ofthe individual variable annuity contract is contained in theCI Segregated Funds Information Folder.Sun Life Assurance Company of Canada, a member of the Sun LifeFinancial group of companies, is the sole issuer of the individualvariable annuity contracts providing for investment in SunWise,SunWise Elite and Clarica segregated funds. A description of thekey features of the applicable individual variable annuity contract iscontained in the SunWise or Clarica Information Folder.SUBJECT TO ANY APPLICABLE DEATH AND MATURITYGUARANTEES, ANY PART OF THE PREMIUM OR OTHER AMOUNTTHAT IS ALLOCATED TO A SEGREGATED FUND IS INVESTED ATTHE RISK OF THE CONTRACTHOLDER AND MAY INCREASE ORDECREASE IN VALUE ACCORDING TO FLUCTUATIONS IN THEMARKET VALUE OF THE ASSETS OF THE RELEVANT SEGREGATEDFUND.®CI Investments, the CI Investments design, Perspective,Synergy Mutual Funds, Harbour Advisors, Harbour Funds, GlobalManagers, American Managers, Insight and Insight Program,Legacy Funds and CI Guaranteed Investment Funds areregistered trademarks of CI Investments Inc.Portfolio Select Series, Portfolio Series, Signature Funds andSignature Global Advisors are trademarks of CI InvestmentsInc.®TRANSAMERICA is a registered trademark of TransamericaCorporation. Transamerica Life Canada is licensed to usesuch marks. Transamerica Life Canada is registered to carryon business under the name “Transamerica Life Canada”.®SunWise and Clarica are registered trademarks of Sun LifeAssurance Company of Canada.®True North and Fidelity NorthStar are registered trademarks ofFMR Corp.Franklin Templeton Investments, Franklin Templeton InvestmentsQuotential Program and/or Franklin Templeton Investments anddesign are registered trademarks of Franklin Templeton Investmentcorp.*TRIMARK and all associated trademarks are trademarks ofInvesco Trimark Ltd. ®Fidelity Investments and the Fidelity designare registered trademarks of FMR Corp.Nothing herein should be read to constitute an offer or solicitationby Trident Investment Management, LLC or its principal to provideinvestment advisory services to any person or entity.
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Signature Reportof the average bond
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Signature ReportSignature Diversifi
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Signature ReportMarket RoundupGloba
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Signature ReportHealth careTechnolo
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Signature ReportHigh-yield bondsGeo
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Sterling’sWorld ReportIs Greece a
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Sterling’sWorld Reportof only 3.7
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Spotlight onStephen JenkinsGood man
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Spotlight onStephen JenkinsHarbourF
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Spotlight onStephen JenkinsAryzta A
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Harbour Growth & Income FundHarbour
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Balanced OpportunitiesFundHarbour G
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CI IncomeOpportunities -Fund Highli
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Reprinted with permission from The
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COMMENTARYCambridge AdvisorsMost of
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COMMENTARYFor the income portfolios
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COMMENTARYquarters, the backdrop fo
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COMMENTARYinventories throughout th
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COMMENTARYEpoch Investment Partners
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COMMENTARYTetrem Capital Management
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COMMENTARYLegg Mason Capital Manage
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COMMENTARYAltrinsic Global Advisors
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pressure, investors will be searchi
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Fund Factsas at March 31, 2010Fund
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Page 60 and 61: Fund Factsas at March 31, 2010Fund
Page 86 and 87: CI Funds ® LEAD MANAGERCDN $FUND C
Page 88 and 89: CI Corporate ClassLEAD MANAGERCDN $
Page 90 and 91: Labour-sponsored FundsLEAD MANAGERC
Page 92 and 93: CI Segregated FundsIssued by Unity
Page 94 and 95: Clarica PortfolioSegregated FundsIs
Page 96 and 97: SunWise ® I FundsBasic GuaranteeIs
Page 98 and 99: SunWise ® II FundsBasic Guarantee
Page 100 and 101: SunWise ® II FundsCombined Guarant
Page 102 and 103: SunWise ® II FundsCombined Guarant
Page 104 and 105: SunWise ® II FundsFull Guarantee c
Page 106 and 107: SunWise ® Elite FundsBasic Guarant
Page 108 and 109: SunWise ® Elite FundsCombined Guar
Page 112: 2009Analysts’ ChoiceInvestment Fu
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