Transcription of Class sheet - CI Investments
1 Objective: To provide long-term capital growth by investing primarily in common shares of companies located anywhere in the world. Portfolio managers: Cambridge Global Asset ManagementLead Manager: Greg Dean, Principal and Portfolio Manager Greg Dean has six years of investment management experience. Mr. Dean joined Cambridge Global Asset Management as a research analyst in 2011 covering the global energy, consumer and infrastructure sectors. In 2012, he was named co-lead manager of Cambridge Pure Canadian Equity fund , and a portfolio manager of Cambridge Canadian Growth Companies fund . Mr. Dean was named a TopGun Investment Mind by Brendan Wood International in 2012 and : Brandon Snow, Principal and Co-Chief Investment Officer Brandon Snow has 11 years of investment management experience. He is Lead Manager of the Cambridge Canadian equity funds, including Cambridge Canadian Growth Companies fund , the best performing fund in its category in 2012 according to Morningstar.
2 At his previous firm, Fidelity Investments , Mr. Snow a was winner of a Lipper fund Award, which recognizes funds that have excelled in delivering consistently strong risk-adjusted performance relative to peers. Main benefits: n A well-diversified portfolio of primarily small and mid-cap growth-oriented companies. n Exposure to high-quality businesses with high rates of return on invested capital that also exhibit considerable secular growth. n A unique and concentrated portfolio with a high active share, indicating little resemblance to the index and therefore more opportunity to outperform the benchmark. n Flexibility to invest anywhere in the world, providing exposure to sectors that are not well represented in the Canadian market. n A fundamental focus on risk-reward analysis provides downside protection and emphasizes capital preservation. Suitability: Suitable for investors who are seeking growth of capital associated with equity securities located anywhere in the world, are investing for the medium and/or long term and can tolerate medium risk.
3 Cambridge Growth Companies Corporate ClassFact sheetGreg DeanPrincipal and Portfolio ManagerBrandon SnowPrincipal and Co-Chief Investment OfficerCambridge Growth Companies Corporate Class Fact sheet Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund Investments . Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. CI Investments , the CI Investments design and Cambridge are registered trademarks of CI Investments Inc. Cambridge Global Asset Management is a business name of CI Investments Inc. used in connection with its subsidiary, CI Global Investments Inc. Certain portfolio managers of Cambridge Global Asset Management are registered with CI Investments Inc. First published July codes (CIG)Initial sector allocationISCDSCLLC ommissionsClass trailer feesClass Aup to to first 7 yrs; thereafterup to first 3 yrs; thereafterManagement feesClass A: F: E: O: (07/14)2 Queen Street East, Twentieth Floor, Toronto, Ontario M5C 3G7 I Office / Toronto416-364-1145 1-800-268-9374 Montreal 514-875-00901-800-268-1602 Vancouver 604-681-33461-800-665-6994 Client Services English: 1-800-563-5181 French: 1-800-668-3528 Class AClass FClass OClass E ISCDSCLLC ambridge Growth Companies Corporate Class25943594159445941801816018T8694T879 4T8894T8994T81841816418US$25983598159845 981901817018 Consumer staplesIndustrialsEnergyFinancialsCashTe chnologyHealth careConsumer discretionary