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November 12, 2021

Segregated Fund Changes - 2021

Fund Name Changes

On or around November 19, 2021, CI GAM will rename the following segregated funds. All available classes of each segregated fund, including Private Investment Management (PIM) and Private Managed Assets (PMA) funds, where applicable, will be updated.

Old Segregated Fund NameNew Segregated Fund Name

SunWise Essential Series 2

SunWise Essential 2 CI American Value Segregated Bundle

SunWise Essential 2 CI U.S. Stock Selection Segregated Bundle 

SunWise Essential 2 CI American Value Segregated Fund

SunWise Essential 2 CI U.S. Stock Selection Segregated Fund 

SunWise Essential 2 CI Cambridge American Equity Segregated Bundle

SunWise Essential 2 CI U.S. Equity Segregated Bundle 

SunWise Essential 2 CI Cambridge American Equity Segregated Fund

SunWise Essential 2 CI U.S. Equity Segregated Fund 

SunWise Essential 2 CI Cambridge Canadian Asset Allocation Segregated Balanced Bundle

SunWise Essential 2 CI Canadian Asset Allocation Segregated Balanced Bundle 

SunWise Essential 2 CI Cambridge Canadian Equity Segregated Bundle

SunWise Essential 2 CI Canadian Equity Segregated Bundle 

SunWise Essential 2 CI Cambridge Canadian Equity Segregated Fund

SunWise Essential 2 CI Canadian Equity Segregated Fund 

SunWise Essential 2 CI Cambridge Global Equity Segregated Bundle

SunWise Essential 2 CI Global Equity Segregated Bundle 

SunWise Essential 2 CI Cambridge Global Equity Segregated Fund

SunWise Essential 2 CI Global Equity Segregated Fund 

SunWise Essential 2 CI Cambridge Segregated Diversified Bundle

SunWise Essential 2 CI Segregated Diversified Bundle 

SunWise Essential 2 CI Harbour Growth & Income Segregated Balanced Bundle

SunWise Essential 2 CI Canadian Balanced Bundle 

SunWise Essential 2 CI Signature Canadian Balanced Segregated Fund

SunWise Essential 2 CI Canadian Balanced Segregated Fund 

SunWise Essential 2 CI Signature Canadian Bond Segregated Fund

SunWise Essential 2 CI Canadian Bond Segregated Fund 

SunWise Essential 2 CI Signature Diversified Yield II Segregated Fund

SunWise Essential 2 CI Diversified Yield II Segregated Fund 

SunWise Essential 2 CI Signature Diversified Yield Segregated Fund

SunWise Essential 2 CI Diversified Yield Segregated Fund 

SunWise Essential 2 CI Signature Dividend Segregated Bundle

SunWise Essential 2 CI Dividend Income & Growth Segregated Bundle 

SunWise Essential 2 CI Signature Dividend Segregated Fund

SunWise Essential 2 CI Dividend Income & Growth Segregated Fund 

SunWise Essential 2 CI Signature Global Income & Growth Segregated Fund

SunWise Essential 2 CI Global Income & Growth Segregated Fund 

SunWise Essential 2 CI Signature Income & Growth Segregated Fund

SunWise Essential 2 CI Canadian Income & Growth Segregated Fund 

SunWise Essential 2 CI Signature Premier Canadian Balanced Segregated Fund

SunWise Essential 2 CI Premier Canadian Balanced Segregated Fund 

SunWise Essential 2 CI Signature Select Canadian Segregated Bundle

SunWise Essential 2 CI Select Canadian Segregated Bundle 

SunWise Essential 2 CI Signature Select Canadian Segregated Fund

SunWise Essential 2 CI Select Canadian Segregated Fund 

SunWise Essential 2 Sun Life Beutel Goodman Canadian Bond Segregated Fund

SunWise Essential 2 Sun Life Multi-Strategy Bond Segregated Fund

SunWise Essential 2 Sun Life Managed Balanced Growth Portfolio Segregated Fund

SunWise Essential 2 Sun Life Granite Balanced Growth Portfolio Segregated Fund

SunWise Essential 2 Sun Life Managed Balanced Portfolio Segregated Fund

SunWise Essential 2 Sun Life Granite Balanced Portfolio Segregated Fund

SunWise Essential 2 Sun Life Managed Conservative Portfolio Segregated Fund

SunWise Essential 2 Sun Life Granite Conservative Portfolio Segregated Fund

SunWise Essential 2 Sun Life Managed Growth Portfolio Segregated Fund

SunWise Essential 2 Sun Life Granite Growth Portfolio Segregated Fund

SunWise Essential 2 Sun Life Managed Moderate Portfolio Segregated Fund

SunWise Essential 2 Sun Life Granite Moderate Portfolio Segregated Fund

SunWise Essential Series

SunWise Essential CI American Value Segregated Bundle

SunWise Essential CI U.S. Stock Selection Segregated Bundle 

SunWise Essential CI American Value Segregated Fund

SunWise Essential CI U.S. Stock Selection Segregated Fund 

SunWise Essential CI Cambridge American Equity Segregated Bundle

SunWise Essential CI U.S. Equity Segregated Bundle 

SunWise Essential CI Cambridge American Equity Segregated Fund

SunWise Essential CI U.S. Equity Segregated Fund 

SunWise Essential CI Cambridge Canadian Asset Allocation Segregated Fund

SunWise Essential CI Canadian Asset Allocation Segregated Fund 

SunWise Essential CI Cambridge Canadian Equity Low Volatility Segregated Bundle

SunWise Essential CI Canadian Equity Low Volatility Segregated Bundle 

SunWise Essential CI Cambridge Canadian Equity Segregated Bundle

SunWise Essential CI Canadian Equity Segregated Bundle 

SunWise Essential CI Cambridge Canadian Equity Segregated Fund

SunWise Essential CI Canadian Equity Segregated Fund 

SunWise Essential CI Cambridge Global Equity Segregated Bundle

SunWise Essential CI Global Equity Segregated Bundle 

SunWise Essential CI Cambridge Global Equity Segregated Fund

SunWise Essential CI Global Equity Segregated Fund 

SunWise Essential CI Cambridge Segregated Diversified Bundle

SunWise Essential CI Segregated Diversified Bundle 

SunWise Essential CI Global Segregated Bundle

SunWise Essential CI Select Global Segregated Bundle

SunWise Essential CI Global Segregated Fund

SunWise Essential CI Select Global Segregated Fund 

SunWise Essential CI Signature Canadian Balanced Segregated Fund

SunWise Essential CI Canadian Balanced Segregated Fund 

SunWise Essential CI Signature Canadian Bond Segregated Fund

SunWise Essential CI Canadian Bond Segregated Fund 

SunWise Essential CI Signature Corporate Bond Segregated Fund

SunWise Essential CI Corporate Bond Segregated Fund 

SunWise Essential CI Signature Diversified Yield Segregated Fund

SunWise Essential CI Diversified Yield Segregated Fund 

SunWise Essential CI Signature Dividend Segregated Bundle

SunWise Essential CI Dividend Income & Growth Segregated Bundle 

SunWise Essential CI Signature Dividend Segregated Fund

SunWise Essential CI Dividend Income & Growth Segregated Fund 

SunWise Essential CI Signature Global Income & Growth Segregated Fund

SunWise Essential CI Global Income & Growth Segregated Fund 

SunWise Essential CI Signature High Income Segregated Fund

SunWise Essential CI High Income Segregated Fund

SunWise Essential CI Signature Income & Growth Segregated Fund

SunWise Essential CI Canadian Income & Growth Segregated Fund 

SunWise Essential CI Signature Premier Canadian Balanced Segregated Fund

SunWise Essential CI Premier Canadian Balanced Segregated Fund 

SunWise Essential CI Signature Select Canadian Low Volatility Segregated Bundle

SunWise Essential CI Select Canadian Low Volatility Segregated Bundle 

SunWise Essential CI Signature Select Canadian Segregated Bundle

SunWise Essential CI Select Canadian Segregated Bundle 

SunWise Essential CI Signature Select Canadian Segregated Fund

SunWise Essential CI Select Canadian Segregated Fund 

SunWise Essential CI Signature Select Global Income & Growth Segregated Fund

SunWise Essential CI Select Global Income & Growth Segregated Fund

SunWise Essential Dynamic Global Value Segregated Bundle

SunWise Essential Dynamic International Equity Segregated Bundle

SunWise Essential Dynamic Global Value Segregated Fund

SunWise Essential Dynamic International Equity Segregated Fund

SunWise Essential Franklin Templeton Quotential Maximum Growth Segregated Fund

SunWise Essential Franklin Templeton Premier Quotential Diversified Equity Segregated Fund

SunWise Essential Portfolio Select 100i Managed Segregated Fund

SunWise Essential Portfolio Select Income Managed Segregated Fund 

SunWise Essential Premier CI Signature Global Income & Growth Segregated Fund

SunWise Essential CI Premier Global Income & Growth Segregated Fund

SunWise Essential Sun Life McLean Budden Canadian Bond Segregated Fund

SunWise Essential Sun Life MFS Canadian Bond Segregated Fund

SunWise Essential Sun Life MFS International Growth Segregated Bundle

SunWise Essential Sun Life MFS International Opportunities Segregated Bundle

SunWise Essential Sun Life MFS International Growth Segregated Fund

SunWise Essential Sun Life MFS International Opportunities Segregated Fund

SunWise Elite including SunWise Elite Plus

SunWise Elite CI American Value Core Bundle

SunWise Elite CI U.S. Stock Selection Core Bundle 

SunWise Elite CI American Value Fund

SunWise Elite CI U.S. Stock Selection Fund 

SunWise Elite CI Cambridge American Equity Corporate Class

SunWise Elite CI U.S. Equity Fund

SunWise Elite CI Cambridge Balanced Bundle

SunWise Elite CI Balanced Bundle 

SunWise Elite CI Cambridge Canadian Asset Allocation Corporate Fund

SunWise Elite CI Canadian Asset Allocation Fund 

SunWise Elite CI Cambridge Canadian Equity Corporate Fund

SunWise Elite CI Canadian Equity Fund 

SunWise Elite CI Cambridge Core Bundle

SunWise Elite CI Canadian Equity Core Bundle

SunWise Elite CI Cambridge Core Canadian Equity Corporate Fund

SunWise Elite CI Core Canadian Equity Fund 

SunWise Elite CI Cambridge Core Global Equity Corporate Fund

SunWise Elite CI Core Global Equity Fund 

SunWise Elite CI Cambridge Global Equity Core Bundle

SunWise Elite CI Global Equity Core Bundle 

SunWise Elite CI Cambridge Global Equity Corporate Fund

SunWise Elite CI Global Equity Fund 

SunWise Elite CI Cambridge Premier American Equity Corporate Class

SunWise Elite CI Premier U.S. Equity Fund

SunWise Elite CI Global Fund

SunWise Elite CI Select Global Equity Fund 

SunWise Elite CI Global High Dividend Advantage Fund

SunWise Elite CI Global Quality Dividend Managed Fund

SunWise Elite CI PSS i100 Portfolio

SunWise Elite CI Premier Select Income Managed Portfolio 

SunWise Elite CI Signature Canadian Balanced Fund

SunWise Elite CI Canadian Balanced Fund 

SunWise Elite CI Signature Canadian Bond Fund

SunWise Elite CI Canadian Bond Fund 

SunWise Elite CI Signature Core Bundle

SunWise Elite CI Select Canadian Equity Core Bundle

SunWise Elite CI Signature Corporate Bond Corporate Fund

SunWise Elite CI Corporate Bond Fund 

SunWise Elite CI Signature Dividend Core Bundle

SunWise Elite CI Dividend Income & Growth Core Bundle 

SunWise Elite CI Signature Dividend Fund

SunWise Elite CI Dividend Income & Growth Fund 

SunWise Elite CI Signature Global Income & Growth Corporate Fund

SunWise Elite CI Premier Global Income & Growth Fund 

SunWise Elite CI Signature Global Income & Growth Fund

SunWise Elite CI Global Income & Growth Fund 

SunWise Elite CI Signature High Income Fund

SunWise Elite CI High Income Fund

SunWise Elite CI Signature Income & Growth Fund

SunWise Elite CI Canadian Income & Growth Fund 

SunWise Elite CI Signature Premier Canadian Balanced Fund

SunWise Elite CI Premier Canadian Balanced Fund 

SunWise Elite CI Signature Select Canadian Balanced Fund

SunWise Elite CI Select Canadian Balanced Fund 

SunWise Elite CI Signature Select Canadian Fund

SunWise Elite CI Select Canadian Fund 

SunWise Elite CI Signature Select Global Income & Growth Corporate Fund

SunWise Elite CI Select Global Income & Growth Fund 

SunWise Elite CI Synergy Global Corporate Fund

SunWise Elite CI Synergy Global Fund 

SunWise Elite Dynamic Global Value Fund

SunWise Elite Dynamic International Equity Fund

SunWise Elite Franklin Templeton Quotential Maximum Growth Portfolio

SunWise Elite Franklin Templeton Premier Quotential Diversified Equity Portfolio

SunWise Elite Manulife Diversified Income Portfolio Fund

SunWise Elite Manulife Moderate Portfolio Fund

SunWise Elite Premier CI Signature Global Income & Growth Fund

SunWise Elite CI Premier II Global Income & Growth Fund

SunWise II

SunWise AIC American Focused Fund

SunWise Manulife U.S. Opportunities Fund

SunWise AIC Diversified Canada Fund

SunWise Manulife Dividend Income Plus Fund

SunWise CI American Value Fund

SunWise CI U.S. Stock Selection Fund 

SunWise CI Cambridge American Equity Corporate Class

SunWise CI U.S. Equity Fund 

SunWise CI Cambridge American Growth Fund

SunWise CI  Premier U.S. Equity Fund 

SunWise CI Cambridge Core Canadian Equity Corporate Fund

SunWise CI Core Canadian Equity Fund

SunWise CI Cambridge Core Global Equity Corporate Fund

SunWise CI Core Global Equity Fund

SunWise CI Cambridge Premier American Equity Corporate Class

SunWise CI Premier II U.S. Equity Fund

SunWise CI Canadian Equity Fund

SunWise CI Premier II Canadian Investment Fund

SunWise CI Dividend Fund

SunWise CI Premier Dividend Income & Growth Fund 

SunWise CI Global Fund

SunWise CI Select Global Fund 

SunWise CI Premier American Value Corporate Fund

SunWise CI Premier U.S. Stock Selection Fund

SunWise CI Signature Canadian Balanced Fund

SunWise CI Canadian Balanced Fund 

SunWise CI Signature Canadian Bond Fund

SunWise CI Canadian Bond Fund 

SunWise CI Signature Canadian Premier Bond Fund

SunWise CI Canadian Premier Bond Fund 

SunWise CI Signature Dividend Fund

SunWise CI Dividend Income & Growth Fund 

SunWise CI Signature Global Income & Growth Corporate Class

SunWise CI Premier Global Income & Growth Fund 

SunWise CI Signature Global Income & Growth Fund

SunWise CI Global Income & Growth Fund 

SunWise CI Signature High Income Fund

SunWise CI High Income Fund

SunWise CI Signature Income & Growth Fund

SunWise CI Canadian Income & Growth Fund 

SunWise CI Signature Premier Canadian Balanced Fund

SunWise CI Premier Canadian Balanced Fund 

SunWise CI Signature Premier II Canadian Balanced Fund

SunWise CI Premier II Canadian Balanced Fund 

SunWise CI Signature Select Canadian Balanced Fund

SunWise CI Select Canadian Balanced Fund 

SunWise CI Signature Select Canadian Fund

SunWise CI Select Canadian Fund 

SunWise CI Signature Select Global Income & Growth Corporate Fund

SunWise CI Select Global Income & Growth Fund

SunWise CI Signature Short-Term Bond Fund

SunWise CI Short-Term Bond Fund 

SunWise CI Synergy Global Corporate Class

SunWise CI Synergy Global Fund

SunWise CI World Equity Fund

SunWise CI Premier Global Value Fund

SunWise Fidelity International Portfolio Fund

SunWise Fidelity Global Fund

SunWise I

SunWise CI American Value Fund

SunWise CI U.S. Stock Selection Fund 

SunWise CI Cambridge Core Canadian Equity Corporate Fund

SunWise CI Core Canadian Equity Fund 

SunWise CI Cambridge Core Global Equity Corporate Fund

SunWise CI Core Global Equity Fund

SunWise CI Cambridge Premier American Equity Corporate Class

SunWise CI Premier U.S. Equity Fund

SunWise CI Canadian Equity Fund

SunWise CI Premier Canadian Investment Fund

SunWise CI Canadian Stock Fund

SunWise CI Select Canadian Equity Fund 

SunWise CI Dividend Fund

SunWise CI Dividend Income & Growth Fund 

SunWise CI Signature Canadian Bond Fund

SunWise CI Canadian Bond Fund 

SunWise CI Signature Canadian Select Bond Fund

SunWise CI Canadian Select Bond Fund 

SunWise CI Signature Canadian Special Bond Fund

SunWise CI Canadian Special Bond Fund 

SunWise CI Signature Premier Canadian Balanced Fund

SunWise CI Premier Canadian Balanced Fund 

SunWise CI Signature Select Canadian Fund

SunWise CI Premier Select Canadian Equity Fund 

SunWise CI U.S. Equity Fund

SunWise CI Premier U.S. Stock Selection Fund 

SunWise CI World Equity Fund

SunWise CI Global Value Fund

SunWise Fidelity International Portfolio Fund

SunWise Fidelity Global Fund

Clarica Portfolio

Clarica SF Cambridge American Equity Fund

Clarica SF CI U.S. Equity Fund 

Clarica SF CI Alpine Growth Equity Fund

Clarica SF Premier CI Canadian Small/Mid Cap Managed Fund 

Clarica SF CI Asian and Pacific Fund

Clarica SF Premier CI Asian Opportunities Fund

Clarica SF CI Cambridge American Equity Corporate Class

Clarica SF Premier II CI U.S. Equity Fund 

Clarica SF CI Canadian Small/Mid Cap Fund

Clarica SF CI Canadian Small/Mid Cap Managed Fund 

Clarica SF CI Global Fund

Clarica SF CI Select Global Equity Fund 

Clarica SF CI Global Science & Technology Fund

Clarica SF CI Global Alpha Innovators Fund 

Clarica SF CI Global Value Corporate Class

Clarica SF Premier CI Global Value Fund

Clarica SF CI Pacific Fund

Clarica SF CI Asian Opportunities Fund 

Clarica SF CI Signature Canadian Balanced Fund

Clarica SF CI Canadian Balanced Fund 

Clarica SF CI Signature Canadian Bond Fund

Clarica SF CI Canadian Bond Fund 

Clarica SF CI Signature Canadian Fund

Clarica SF Premier CI Select Canadian Equity Fund 

Clarica SF CI Signature Corporate Bond Fund

Clarica SF CI Corporate Bond Fund 

Clarica SF CI Signature Diversified Canadian Balanced Fund

Clarica SF CI Diversified Canadian Balanced Fund 

Clarica SF CI Signature Global Income & Growth Fund

Clarica SF CI Global Income & Growth Fund 

Clarica SF CI Signature Global Resource Fund

Clarica SF CI Global Resource Fund 

Clarica SF CI Signature Income & Growth Fund

Clarica SF CI Canadian Income & Growth Fund 

Clarica SF CI Signature International Corporate Class

Clarica SF Premier CI International Value Fund

Clarica SF CI Signature Premier Canadian Balanced Fund

Clarica SF CI Premier Canadian Balanced Fund 

Clarica SF CI Signature Select Canadian Balanced Fund

Clarica SF CI Select Canadian Balanced Fund 

Clarica SF CI Signature Select Canadian Fund

Clarica SF CI Select Canadian Equity Fund 

Clarica SF CI Signature Short-Term Bond Fund

Clarica SF CI Short-Term Bond Fund 

Clarica SF CI Signature Summit Select Canadian Fund

Clarica SF CI Summit Select Canadian Equity Fund 

Clarica SF CI Synergy Canadian Class

Clarica SF CI Synergy Canadian Fund 

Clarica SF Growth Fund

Clarica SF Canadian Small/Mid Cap Managed Fund 

Clarica SF Premier CI Cambridge American Equity Corporate Class

Clarica SF Premier CI U.S. Equity Fund

Clarica SF Premier CI Signature Canadian Bond Fund

Clarica SF Premier CI Canadian Bond Fund 

Clarica SF Premier CI Signature Short-Term Bond Fund

Clarica SF Premier CI Short-Term Bond Fund 

Clarica Segregated Funds

Clarica CI Dividend Equity Benefit Fund

Clarica CI Select Canadian Equity Benefit Fund

Clarica CI Equity Fund B

Clarica CI Select Canadian Equity Fund B

Clarica CI North American Equity Fund

Clarica CI Select Canadian Equity Fund

Clarica Income Fund 2

Clarica CI Canadian Bond Fund 2

ivari Legacy 1 & 2 and Guaranteed Investment Fund

CI Global Segregated Fund

CI Select Global Segregated Fund 

Sentry U.S. Growth and Income Segregated Fund

CI U.S. Equity Segregated Fund 

Signature Canadian Balanced Segregated Fund

CI Canadian Balanced Segregated Fund 

Signature Canadian Bond Segregated Fund

CI Canadian Bond Segregated Fund 

Signature Canadian Segregated Fund

CI Premier Select Canadian Segregated Fund

Signature Dividend Income Segregated Fund

CI Dividend Income & Growth Segregated Fund 

Signature High Income B Segregated Fund

CI High Income B Segregated Fund

Signature High Income Segregated Fund

CI High Income Segregated Fund

Signature Select Canadian Segregated Fund

CI Select Canadian Segregated Fund 

CI Global Guaranteed Investment Fund

CI Select Global Guaranteed Investment Fund 

CI Signature Canadian Balanced Guaranteed Investment Fund

CI Canadian Balanced Guaranteed Investment Fund 

CI Signature Canadian Bond Guaranteed Investment Fund

CI Canadian Bond Guaranteed Investment Fund 

CI Signature Dividend Guaranteed Investment Fund

CI Dividend Income & Growth Guaranteed Investment Fund 

CI Signature Global Income & Growth Corporate Class Guaranteed Investment Fund

CI Global Income & Growth Guaranteed Investment Fund 

CI Signature Global Income & Growth Guaranteed Investment Fund

CI Premier Global Income & Growth Guaranteed Investment Fund 

CI Signature High Income Guaranteed Investment Fund

CI High Income Guaranteed Investment Fund

CI Signature Premier Canadian Balanced Guaranteed Investment Fund

CI Premier Canadian Balanced Guaranteed Investment Fund 

CI Signature Select Canadian Guaranteed Investment Fund

CI Select Canadian Guaranteed Investment Fund 

Sentry U.S. Growth and Income Guaranteed Investment Fund

CI U.S. Equity Guaranteed Investment Fund

Foresters Segregated Funds

CI Global Segregated Fund

CI Select Global Segregated Fund

CI Signature Premier Canadian Balanced Segregated Fund

CI Premier Canadian Balanced Segregated Fund

Portfolio Management Change

On June 28, 2021, Segregated Funds managed by Epoch Investment Partners, Inc. (“Epoch”), underwent a portfolio management change to CI GAM. This change impacted the below funds:

Segregated Fund NameUnderlying Mutual Fund NameNew Portfolio Managers

SunWise Essential Series 2

SunWise Essential 2 CI American Value Segregated Fund*

CI U.S. Stock Selection Corporate Class

CI GAM - Peter Hofstra, Greg Quickmire, Jermy Rosa

SunWise Essential Series

SunWise Essential CI American Value Segregated Fund*

CI U.S. Stock Selection Corporate Class

CI GAM - Peter Hofstra, Greg Quickmire, Jermy Rosa

SunWise Elite Including SunWise Elite Plus

SunWise Elite CI American Value Fund*

CI U.S. Stock Selection Corporate Class

CI GAM - Peter Hofstra, Greg Quickmire, Jermy Rosa

SunWise Elite CI Global High Dividend Advantage Fund*

CI Global Quality Dividend Managed Corporate Class

CI GAM | Multi-Asset Management - Marchello Holditch, Alfred Lam

SunWise II

SunWise CI American Value Fund*

CI U.S. Stock Selection Corporate Class

CI GAM - Peter Hofstra, Greg Quickmire, Jermy Rosa

SunWise CI Premier American Value Corporate Fund*

CI U.S. Stock Selection Corporate Class

CI GAM - Peter Hofstra, Greg Quickmire, Jermy Rosa

SunWise I

SunWise CI U.S. Equity Fund*

CI U.S. Stock Selection Corporate Class

CI GAM - Peter Hofstra, Greg Quickmire, Jermy Rosa

SunWise CI American Value Fund*

CI U.S. Stock Selection Corporate Class

CI GAM - Peter Hofstra, Greg Quickmire, Jermy Rosa

Clarica Portfolio

Clarica SF CI American Small Companies Fund

CI American Small Companies Corporate Class

CI GAM - Jack Hall, Jordan McNamee

Clarica MVP

Clarica MVP Growth Fund

CI American Small Companies Corporate Class

CI GAM - Jack Hall, Jordan McNamee

Clarica MVP Small Cap American Fund

CI American Small Companies Corporate Class

CI GAM - Jack Hall, Jordan McNamee

ivari Legacy 1 & 2

CI American Small Companies Segregated Fund

CI American Small Companies Fund

CI GAM - Jack Hall, Jordan McNamee

*These funds are also impacted by the above name changes

This document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies.

Epoch Investment Partners, Inc. is the portfolio subadvisor to certain funds offered and managed by CI Global Asset Management.

CI Global Asset Management is a registered business name of CI Investments Inc. ©CI Investments Inc. 2021. All rights reserved.