March - CI Investments

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Harbour Growth & Income FundHarbour Growth & Income Fund, shown in the chart below, has been named the winner in the Canadian balancedfund category twice at the Canadian Investment Awards – in 2006 and 2008. In the decade ended March 31, 2010, it hasoutperformed its benchmark by nearly 20% with less volatility.The fund is managed by Gerry Coleman, who brings four decades of experience to his role as Harbour’s Chief InvestmentOfficer. In recognition of his accomplishments, he was named Fund Manager of the Year in 2001 and 2008 at the CanadianInvestment Awards. The Globe and Mail newspaper also selected him Money Manager of the Decade in 2010.Harbour Growth & Income versus Benchmark$10,000 invested over 10 years ending March 31, 2010$25,000$20,000Harbour Growth & IncomeBenchmark – 60% S&P/TSX Composite Index / 40% DEX Universe Bond $20,722$15,000$17,485$10,000$5,000Mar-2000Sep-2000Mar-2001Sep-2001Mar-2002Sep-2002Mar-2003Sep-2003Mar-2004Sep-2004Mar-2005Sep-2005Mar-2006Sep-2006Mar-2007Sep-2007Mar-2008Sep-2008Mar-2009Sep-2009Mar-2010Source: Globe HySalesCI’s balanced investment solutions can meet a variety of needs, including capital preservation, potentialgrowth and the opportunity for income plus growth. They are available in various platforms, includingmanaged solutions, SunWise Elite Segregated Funds and the tax-efficient CI Corporate Class and T-Class.PAGE 26 • SPRING 2010 PERSPECTIVE AS AT MARCH 31, 2010
Signature Income & Growth FundSignature Income & Growth Fund is another example of CI’s award-winning balanced funds. It won the CanadianInvestment Award in 2008 in the global balanced fund category.Signature Income & Growth is managed by Eric Bushell, Chief Investment Officer of Signature Global Advisors.Mr. Bushell was chosen as Morningstar Equity Fund Manager of the Year in 2009 and Investment Executive’s Fund Managerof the Year in 2008.The chart below tracks Mr. Bushell’s tenure as manager of the fund. Since he started managing the fund in June 2002, thefund has outperformed its peer group by 77%.Signature Income & Growth versus Peer Group$10,000 invested from June 30, 2002 to March 31, 2010$20,000$15,000CI Signature Income & GrowthGlobe Global Neutral Balanced Peer Index$18,850$10,000$10,621$5,000Nov-2000Mar-2001Jul-2001Nov-2001Mar-2002Jul-2002Nov-2002Mar-2003Jul-2003Nov-2003Mar-2004Jul-2004Nov-2004Mar-2005Jul-2005Nov-2005Mar-2006Jul-2006Nov-2006Mar-2007Jul-2007Nov-2007Mar-2008Jul-2008Nov-2008Mar-2009Jul-2009Nov-2009Mar-2010Source: Globe HySalesThe following pages provide a quick snapshot of the balanced opportunities available at CI. For moreinformation contact your CI sales representative or visit www.ci.com.PAGE 27 • SPRING 2010 PERSPECTIVE AS AT MARCH 31, 2010
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CI Sales TeamNeal KerrSenior Vice-P
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2009Analysts’ ChoiceInvestment Fu
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March - CI Investments

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