January - Early Edition - CI Investments

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Funds In FocusScorecard December 31, 2010Portfolio SeriesLead ManagerY-T-D(%)1 MTH(%)6 MTH(%)1 YR(%)3 YR(%)5 YR(%)10 YR(%) Life (%)Portfolio Series Balanced CI Investments 8.7 2.8 12.3 8.7 1.0 2.5 3.8 7.0 (Nov.‘88)Portfolio Series Balanced Growth CI Investments 9.3 3.4 13.8 9.3 0.4 2.1 N/A 3.6 (Dec.’01)Portfolio Series Conservative CI Investments 8.9 2.0 10.0 8.9 2.6 3.1 4.6 4.9 (Dec.‘97)Portfolio Series Conservative Balanced CI Investments 8.6 2.4 10.9 8.6 1.8 2.6 N/A 4.2 (Dec.’01)Portfolio Series Growth CI Investments 9.5 3.8 15.0 9.5 -0.7 1.5 N/A 2.9 (Dec.’01)Portfolio Series Income CI Investments 8.8 1.0 7.8 8.8 4.9 4.1 5.1 5.0 (Dec.‘97)Portfolio Series Maximum Growth CI Investments 9.9 4.7 17.8 9.9 -2.2 0.9 N/A 2.1 (Dec.’01)Global Equity FundsCambridge Global Equity Alan Radlo 9.1 4.8 19.7 9.1 2.7 N/A N/A 2.7 (Dec.’07)CI Emerging Markets Pablo Salas 11.5 3.9 21.2 11.5 -2.8 7.5 6.9 7.7 (Sept.’91)CI Global Sterling / Gigliotti / Beckwitt 6.9 5.7 18.1 6.9 -6.5 -3.6 -4.0 5.0 (Feb.’86)CI Global High Dividend Advantage Priest / Sappenfield / Welhoelter 6.1 3.3 14.5 6.1 -4.5 N/A N/A -1.1 (Jan.’06)CI Global Value John Hock 5.4 4.8 14.3 5.4 -2.3 -2.0 -0.8 1.0 (June’96)CI International Value John Hock 4.1 5.4 15.1 4.1 -3.6 -1.1 -0.1 0.8 (June’96)Harbour Foreign Equity S. Jenkins / G. Coleman 8.7 6.0 16.3 8.7 -3.9 0.3 N/A 1.1 (Dec’01)Synergy Global D. Picton / M. Mahoney 8.0 5.1 17.8 8.0 -6.3 -1.6 -1.3 -1.3 (Mar’99)American Equity FundsCI American Managers ® Multiple Managers 6.3 3.2 15.0 6.3 -2.6 -1.5 -0.2 0.4 (Jul.’00)CI American Value W. Priest / D. Pearl 5.8 2.8 14.1 5.8 -3.9 -0.4 N/A 0.1 (Aug.’01)Canadian Equity FundsCambridge Canadian Equity Alan Radlo 12.5 5.0 18.7 12.5 2.1 N/A N/A 2.1 (Dec.’07)CI Canadian Investment Daniel Bubis 13.2 4.8 19.2 13.2 1.6 4.0 8.3 8.6 (Nov.‘32)Harbour G. Coleman / S. Jenkins 9.5 5.4 17.0 9.5 1.6 5.1 8.0 8.2 (June’97)Signature Select Canadian Eric Bushell 10.3 5.3 17.8 10.3 1.4 5.4 8.4 10.8 (May’98)Synergy Canadian David Picton 13.5 3.8 19.5 13.5 -1.8 3.4 5.4 9.6 (Dec.’97)Balanced FundsCambridge Cdn. Asset Allocation Alan Radlo 13.0 4.3 17.3 13.0 3.9 N/A N/A 3.9 (Dec.’07)Harbour Growth & Income G. Coleman / S. Jenkins 8.0 4.9 14.1 8.0 1.7 3.9 6.7 6.1 (June’97)Signature Global Income & Growth Eric Bushell 8.9 3.1 13.3 8.9 2.1 N/A N/A -0.6 (Feb.’07)Signature Income & Growth E. Bushell / J. Dutkiewicz 10.3 3.3 13.6 10.3 3.5 4.9 7.4 7.3 (Nov.’00)Industry-Specific FundsSignature Global Energy Scott Vali 11.8 7.0 25.0 11.8 2.0 4.8 12.9 14.0 (June’98)Signature Canadian Resource Scott Vali 15.4 6.8 28.4 15.4 4.8 11.9 18.1 12.3 (Apr.’97)Income FundsSignature Canadian Bond James Dutkiewicz 6.1 0.0 1.6 6.1 4.6 3.7 4.5 6.0 (Aug.’02)Signature Corporate Bond Dutkiewicz / Shaw / Marshall 9.3 0.5 5.3 9.3 6.6 4.8 N/A 4.3 (Jan.’02)Signature Diversified Yield D’Angelo / Fitzgerald / Marshall 10.1 1.3 10.9 10.1 N/A N/A N/A 9.4 (Nov.’09)Signature Dividend Eric Bushell 9.4 3.2 11.7 9.4 3.6 3.2 5.3 6.6 (Oct.’96)Signature High Income Eric Bushell 15.3 1.1 13.3 15.3 5.7 4.8 10.4 10.0 (Dec.’96)2 WINTER 2011 EARLY EDITION PERSPECTIVE AS AT DECEMBER 31, 2010
Winter 2011Dear Advisor,It is traditional at thistime of year to reflect onthe past and look aheadto the future. As weconsider 2010, we cansay that it turned out tobe a respectable year forfinancial markets. Aftera volatile first half, mostglobal equity marketsstaged a steady reboundto post positive returns for the 12 months. The fixed-incomemarkets also rewarded investors in 2010.As we enter a new year, the lingering effects of the globalcredit crisis are still affecting the investment climate, as wellas the broader economy. CI’s commitment for 2011 is toprovide you with the tools you require to meet the challengesof this uncertain environment. We continue to step upthe information, products and expertise we offer to you andyour clients.For portfolio management expertise, we have one of theindustry’s best lineups here at CI. Further recognition of thestrength of our teams came in December, with MorningstarCanada selecting Eric Bushell, Chief Investment Officerof Signature Global Advisors, as Fund Manager of theDecade. Morningstar cited him for the top-ranked long-termperformance by many Signature funds, his consistency andrisk management, and his accomplishments in building theSignature group into a global investment team. A profile ofEric has been reprinted on page 4 of this issue.We are also pleased to have added two other strong portfoliomanagement teams to the CI family – Black CreekInvestment Management, led by industry veterans Bill Kankoand Richard Jenkins, and Greystone Managed Investments.These managers will continue to be available through thenewly acquired Hartford Investments Canada, which we areoperating as a separate and distinct firm from CI Investments.The new name of this firm and other details will be announcedin the near future.Last year, we launched the Get Connected series of webcaststo keep you informed of our portfolio managers’ views and thepositioning of their funds. The webcasts have been so popularthat we have now increased the frequency to twice a month, aswell as adding manager podcasts. Please check the scheduleon the back cover and watch for your e-mail reminders.The webcasts and other commentaries from our portfoliomanagers are summarized on our website at www.ci.com.Go to “What’s New” and click on “CI Market Outlook.” Inaddition, we are providing the Get Connected Market Board,a weekly summary of economic developments that is beinge-mailed to advisors on Monday mornings.“ In May 2011, CI will be hosting its firstLeadership Forum – an exclusive event for500 advisors to be held in Las Vegas.”Finally, I would like to announce an important newdevelopment in our support for advisors. In May 2011, CIwill be hosting its first Leadership Forum – an exclusive eventfor 500 advisors to be held in Las Vegas. The conferencewill feature great speakers and other top-notch and timelyeducational content, as well as opportunities to meet andsocialize with your peers and colleagues from CI – all againstthe glamorous backdrop of the Entertainment Capital of theWorld. We expect to announce further details soon.I thank you for your support in 2010 and we look forward toworking with you this year. If you need any assistance, pleasecontact your CI Sales Team.Sincerely,Derek J. GreenPresidentCI InvestmentsWINTER 2011 EARLY EDITION PERSPECTIVE AS AT DECEMBER 31, 2010 3
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Page 11 and 12: Signature Market RoundupInterest ra
Page 13 and 14: Signature Market RoundupHealth care
Page 15 and 16: Signature Market RoundupHigh-yield
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Page 19 and 20: Portfolio SnapshotPerformanceYTD 1
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