March - CI Investments
March - CI Investments
March - CI Investments
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SunWise ® II FundsBasic Guarantee cont’dLEAD MANAGERCDN $FUND CODE: <strong>CI</strong>GISC / DSC / LS<strong>CI</strong>ssued by Sun Life Assurance Company of CanadaSUNWISE FIDELITY CANADIAN ASSET ALLOCATION SWANSON / MIRON / DUPONT / NEWMAN 8130 / 8230 / – $16.45 $18.6 2.2 2.4 3.9 27.3 2.1 6.1 N/A 6.2 (DEC.’01)SUNWISE 2001 FIDELITY CANADIAN ASSET ALLOCATION SWANSON / MIRON / DUPONT / NEWMAN 8172 / 8272 / – $16.44 $3.9 2.2 2.3 3.9 27.2 2.1 6.1 N/A 6.2 (DEC.’01)SUNWISE FIDELITY GLOBAL ASSET ALLOCATION MICHAEL STRONG ET. AL. 8109 / 8209 / – $10.11 $0.5 -1.6 1.6 0.2 15.5 -3.7 1.7 N/A 0.1 (DEC.’01)SUNWISE 2001 FIDELITY GLOBAL ASSET ALLOCATION MICHAEL STRONG ET. AL. 8009 / 8909 / – $10.11 $0.1 -1.7 1.5 0.1 15.5 -3.7 1.7 N/A 0.1 (DEC.’01)SUNWISE FIDELITY GROWTH AMERICA JOHN POWER 8113 / 8213 / – $5.93 $0.2 1.5 1.7 5.3 17.4 -14.8 -6.2 N/A -6.1 (DEC.’01)SUNWISE 2001 FIDELITY GROWTH AMERICA JOHN POWER 8013 / 8913 / – $5.93 $0.0 1.5 1.7 5.3 17.4 -14.8 -6.2 N/A -6.1 (DEC.’01)SUNWISE FIDELITY INTERNATIONAL PORTFOLIO MICHAEL STRONG ET. AL. 8101 / 8201 / – $7.83 $0.8 -1.4 2.8 1.8 24.9 -13.1 -3.3 N/A -2.9 (DEC.’01)SUNWISE 2001 FIDELITY INTERNATIONAL PORTFOLIO MICHAEL STRONG ET. AL. 8001 / 8901 / – $7.84 $0.4 -1.4 2.8 1.8 25.0 -13.1 -3.3 N/A -2.9 (DEC.’01)SUNWISE FIDELITY NORTHSTAR ® C. MO / J. TILLINGHAST 8165 / 8265 / – $9.79 $3.2 2.4 2.6 4.3 33.6 -6.7 -0.4 N/A -0.4 (MAR.’05)SUNWISE 2001 FIDELITY NORTHSTAR ® C. MO / J. TILLINGHAST 8199 / 8299 / – $9.79 $1.1 2.3 2.5 4.3 33.6 -6.7 -0.4 N/A -0.4 (MAR.’05)SUNWISE FIDELITY TRUE NORTH ® MAXIME LEMIEUX 8123 / 8223 / – $16.99 $8.8 1.7 3.5 4.6 32.0 -2.2 5.5 N/A 6.6 (DEC.’01)SUNWISE 2001 FIDELITY TRUE NORTH ® MAXIME LEMIEUX 8023 / 8923 / – $17.00 $1.3 1.7 3.5 4.6 32.1 -2.2 5.5 N/A 6.6 (DEC.’01)SUNWISE MACKENZIE CUNDILL CANADIAN BALANCED D. SLATER / L. CHIN 8128 / 8228 / – $13.60 $1.2 5.7 5.1 8.9 36.4 0.0 3.2 N/A 3.8 (DEC.’01)SUNWISE 2001 MACKENZIE CUNDILL CANADIAN BALANCED D. SLATER / L. CHIN 8170 / 8270 / – $13.60 $0.2 5.7 5.0 8.9 36.4 0.0 3.2 N/A 3.8 (DEC.’01)SUNWISE MACKENZIE CUNDILL CANADIAN SECURITY D. SLATER / L. CHIN 8119 / 8219 / – $13.65 $1.5 8.5 7.6 12.3 51.5 -2.9 2.1 N/A 3.8 (DEC.’01)SUNWISE 2001 MACKENZIE CUNDILL CANADIAN SECURITY D. SLATER / L. CHIN 8019 / 8919 / – $13.66 $0.3 8.4 7.6 12.3 51.6 -2.9 2.1 N/A 3.8 (DEC.’01)SUNWISE PORTFOLIO SERIES BALANCED <strong>CI</strong> INVESTMENTS 8134 / 8234/ – $13.50 $10.4 1.3 2.0 3.8 21.1 -2.9 2.6 N/A 3.7 (DEC.’01)SUNWISE 2001 PORTFOLIO SERIES BALANCED <strong>CI</strong> INVESTMENTS 8176 / 8276 / – $13.50 $1.2 1.3 1.9 3.8 21.1 -2.9 2.6 N/A 3.7 (DEC.’01)SUNWISE PORTFOLIO SERIES BALANCED GROWTH <strong>CI</strong> INVESTMENTS 8158 / 8258/ – $13.67 $6.3 1.4 2.3 4.4 23.5 -3.7 1.8 N/A 4.5 (JAN.’03)SUNWISE 2001 PORTFOLIO SERIES BALANCED GROWTH <strong>CI</strong> INVESTMENTS 8192 / 8292 / – $13.67 $0.3 1.5 2.3 4.4 23.5 -3.7 1.8 N/A 4.5 (JAN.’03)SUNWISE PORTFOLIO SERIES CONSERVATIVE <strong>CI</strong> INVESTMENTS 8135 / 8235 / – $13.95 $6.1 1.5 1.4 3.9 18.8 -1.1 2.8 N/A 4.1 (DEC.’01)SUNWISE 2001 PORTFOLIO SERIES CONSERVATIVE <strong>CI</strong> INVESTMENTS 8177 / 8277 / – $13.96 $0.9 1.5 1.4 3.9 18.9 -1.1 2.8 N/A 4.1 (DEC.’01)SUNWISE PORTFOLIO SERIES CONSERVATIVE BALANCED <strong>CI</strong> INVESTMENTS 8157 / 8257/ – $14.01 $2.5 1.4 1.6 3.8 20.1 -2.0 2.4 N/A 4.8 (JAN.’03)SUNWISE 2001 PORTFOLIO SERIES CONSERVATIVE BALANCED <strong>CI</strong> INVESTMENTS 8191 / 8291/ – $14.00 $0.1 1.4 1.5 3.7 20.0 -2.0 2.4 N/A 4.8 (JAN.’03)SUNWISE PORTFOLIO SERIES GROWTH <strong>CI</strong> INVESTMENTS 8139 / 8239 / – $11.05 $3.9 1.3 2.6 4.2 24.0 -5.1 1.0 N/A 1.2 (DEC.’01)SUNWISE 2001 PORTFOLIO SERIES GROWTH <strong>CI</strong> INVESTMENTS 8181 / 8281 / – $11.05 $0.4 1.3 2.6 4.2 24.0 -5.1 1.0 N/A 1.2 (DEC.’01)SUNWISE PORTFOLIO SERIES INCOME <strong>CI</strong> INVESTMENTS 8137 / 8237/ – $14.33 $4.1 1.2 0.6 3.7 17.2 1.2 3.3 N/A 4.4 (DEC.’01)SUNWISE 2001 PORTFOLIO SERIES INCOME <strong>CI</strong> INVESTMENTS 8179 / 8279 / – $14.33 $0.7 1.2 0.6 3.7 17.2 1.2 3.3 N/A 4.4 (DEC.’01)SUNWISE PORTFOLIO SERIES MAXIMUM GROWTH <strong>CI</strong> INVESTMENTS 8159 / 8259 / – $13.53 $0.7 1.2 3.0 4.4 26.3 -7.0 0.3 N/A 4.3 (JAN.’03)SUNWISE 2001 PORTFOLIO SERIES MAXIMUM GROWTH <strong>CI</strong> INVESTMENTS 8193 / 8293 / – $13.53 $0.0 1.1 3.0 4.3 26.3 -7.0 0.3 N/A 4.3 (JAN.’03)SUNWISE PORTFOLIO SERIES SUMMIT BALANCED GROWTH <strong>CI</strong> INVESTMENTS 8136 / 8236 / – $14.24 $0.4 1.5 2.4 4.4 23.8 -3.4 2.8 N/A 4.3 (DEC.’01)SUNWISE 2001 PORTFOLIO SERIES SUMMIT BALANCED GROWTH <strong>CI</strong> INVESTMENTS 8178 / 8278 / – $14.25 $0.1 1.6 2.4 4.4 23.9 -3.4 2.8 N/A 4.3 (DEC.’01)SUNWISE PORTFOLIO SERIES SUMMIT MAXIMUM GROWTH <strong>CI</strong> INVESTMENTS 8138 / 8238/ – $12.55 $0.1 1.1 3.1 4.3 26.5 -6.8 1.6 N/A 2.8 (DEC.’01)SUNWISE 2001 PORTFOLIO SERIES SUMMIT MAXIMUM GROWTH <strong>CI</strong> INVESTMENTS 8180 / 8280 / – $12.56 $0.0 1.1 3.1 4.4 26.6 -6.8 1.6 N/A 2.8 (DEC.’01)SUNWISE TRIMARK CANADIAN FIRST CLASS 1 SCOTT MARGACH 8121/ 8221/ – $13.87 $1.6 2.7 2.4 3.7 23.9 -10.1 -0.8 N/A 4.0 (DEC.’01)SUNWISE 2001 TRIMARK CANADIAN FIRST CLASS 1 SCOTT MARGACH 8021/ 8921/ – $13.87 $0.5 2.7 2.3 3.6 23.9 -10.1 -0.8 N/A 4.0 (DEC.’01)SUNWISE TRIMARK GLOBAL BALANCED J. HYRICH / R. CHONG ET. AL. 8110 / 8210 / – $12.75 $3.1 1.9 1.8 4.5 15.4 -8.0 -0.7 N/A 3.0 (DEC.’01)SUNWISE 2001 TRIMARK GLOBAL BALANCED J. HYRICH / R. CHONG ET. AL. 8010 / 8910 / – $12.75 $0.2 1.9 1.8 4.5 15.4 -8.0 -0.7 N/A 3.0 (DEC.’01)SUNWISE TRIMARK INCOME GROWTH REX CHONG ET. AL. 8133 / 8233 / – $13.46 $9.5 2.4 2.3 4.3 24.9 -4.2 0.4 N/A 3.6 (DEC.’01)SUNWISE 2001 TRIMARK INCOME GROWTH REX CHONG ET. AL. 8175 / 8275 / – $13.45 $1.8 2.4 2.3 4.3 24.8 -4.2 0.4 N/A 3.6 (DEC.’01)SUNWISE TRIMARK SELECT GROWTH D. LOVE / H. PEIRCE 8106 / 8206 / – $8.42 $4.2 -0.1 1.2 3.1 13.5 -16.0 -4.6 N/A -2.0 (DEC.’01)SUNWISE 2001 TRIMARK SELECT GROWTH D. LOVE / H. PEIRCE 8006 / 8906 / – $8.43 $1.2 0.0 1.3 3.2 13.6 -16.0 -4.6 N/A -2.0 (DEC.’01)SUNWISE TRIMARK U.S. COMPANIES JIM YOUNG 8117 / 8217 / – $6.72 $0.2 2.8 3.1 2.6 15.9 -7.6 -3.8 N/A -4.7 (DEC.’01)SUNWISE 2001TRIMARK U.S. COMPANIES JIM YOUNG 8017 / 8917 / – $6.72 $0.0 2.8 3.1 2.6 15.9 -7.6 -3.8 N/A -4.7 (DEC.’01)SUNWISE U.S. MARKET INDEX TD ASSET MGNT INC. 8118 / 8218 / – $6.32 $0.3 1.1 1.4 3.9 17.7 -10.2 -3.9 N/A -5.4 (DEC.’01)SUNWISE 2001 U.S. MARKET INDEX TD ASSET MGNT INC. 8018 / 8918 / – $6.33 $0.0 1.3 1.6 4.1 17.9 -10.2 -3.9 N/A -5.3 (DEC.’01)*simple rates of return1formerly SunWise AIM Canadian First ClassF O R DEALE R U SE ONLY • VIS IT U S AT WWW.<strong>CI</strong>INVESTME NTS.CA F O R ALL THE LATEST FUND AND MANAGER INFO RMATIO N • M O NTHLY P E RFO RMANCE SCOR ECARD PAGE 97 1 00NAV(CDN)FUNDASSETS($MM)Y-T-D(%)1MTH(%)*6MTH(%)*1 YR(%)3 YR(%)5 YR(%)10 YR(%)SINCEINCEPTION(%)as at <strong>March</strong> 31, 2010
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