March - CI Investments

FundCambridge Canadian Asset AllocationPortfolio Series BalancedPortfolio Select Series 50i50eObjectiveTo achieve superior total return by investingin a combination of primarily Canadianequity andfixed-income securities.To provide a balance between income andlong-term capital growth while diversifyingrisk by investing in income and equityfunds.To provide returns from a diversifiedportfolio split equally between income andequity securities, designed for steady longtermgrowth.Typicalasset allocationCashU.S. equityInternational equityIncomeCanadian equityCanadian equityIncomeCanadian equityU.S. equityInternational equityU.S. equityInternational equityInvestmentmanagerCambridge AdvisorsCI Investment ConsultingCI Investment ConsultingMain benefits• Primarily blue-chip equity holdings forlower volatility.• Large Canadian content.• Larger equity content than typicalbalanced fund for more potentialgrowth.• Monitored by CI Investment Consultingand rebalanced to target mix.• Multi-manager with multi-styleinvestments.• Broad diversification by asset class,geography and market cap.• Equal weightings of equities andincome.• Monitored by CI Investment Consultingand rebalanced to target mix.• Multi-manager with multi-styleinvestments.• Broad diversification by asset class,geography, market cap, investmentmanager and style.SuitabilitySuitable for investors seeking a balancedapproach with a higher equity content thanother balanced funds.Suitable for investors seeking a widelydiversified portfolio in a single investment.Suitable for investors seeking a tax-efficientdiversified portfolio split evenly betweenincome and equities.Fund codes(all funds availablein low-load,Class F, Class I)F/EDSCCorporate Class 2322 3322T-Class (5%) 117T5 217T5T-Class (8%) 617T8 717T8F/EDSCClass A 7710 7715T-Class (5%) 113T5 213T5T-Class (8%) 613T8 713T8F/EDSCCorporate Class 2244 3244T-Class (5%) 104T5 204T5T-Class (8%) 604T8 704T8Also available in:SunWise Elite PlusSunWise Elite PlusPAGE 29 • SPRING 2010 PERSPECTIVE AS AT MARCH 31, 2010