Top 5 Reasons to own Signature

Transcription

1 Top 5 Reasons to own Signature A global approach with a Canadian perspective Award-winning funds Long-term performance Experience & expertise Leadership

2 A global approach with a Canadian perspective 5 For the past decade, Signature has firmly believed in the importance of foreign investing for Canadians a view that has been borne out as the choices available in the Canadian large-capitalization marketplace have continued to shrink and become increasingly concentrated. Over this time, the Signature team has developed strong global research and investment capabilities. As part of this, Signature is fully aware of the importance of currency movements for Canadian investors and has added significant value through active hedging of the funds foreign currency exposure.

3 Award-winning funds 4 Signature has won an impressive 14 Canadian Investment Awards since 2001, including Morningstar Fund Manager of the Decade for Chief Investment Officer Eric Bushell. Canadian Investment Awards Eric Bushell Morningstar Fund Manager of the Decade, 2010, Morningstar Equity Fund Manager of the Year, 2009 Signature Canadian Balanced Fund 2007, 2009 Signature Canadian Resource Fund 2008, 2009 Signature Dividend Fund 2001, 2002, 2009 Signature High Income Fund 2004, 2010, 2011 Signature Income & Growth Fund 2008 Signature Select Canadian Fund 2001 Lipper Fund Awards Signature Canadian Resource Fund 2008, 2009 Signature Dividend Fund 2010 Signature High Income Fund 2007, 2010, 2011 Expert recommendations Two Signature funds Signature High Income Fund and Signature Select Canadian Fund are on the list of Morningstar Fund Analyst Picks. In addition, Signature funds are on the recommended lists of TD, CIBC, Bank of Montreal, Royal Bank, Scotia McLeod, Dundee, National Bank, Desjardins, HSBC and Credential Financial Services.

4 Long-term performance 3 The flagship Signature Select Canadian Fund has outperformed the index and its peer group over the long term. The fund also has a four-star ranking from Morningstar (as at December 30, 2011). Growth of $10000 from May 1998 to Dec 2011 $40,000 $35,000 $30,000 $25,000 $20,000 $15,000 $33,421 $21,078 $18,323 $10,000 $5, Signature Select Canadian S&P/TSX Total Returns Average Canadian Focused Equity-MF Source: Morningstar Strong performance extends across the Signature lineup Examples of Signature funds at December 30, 2011 (Class A) 1 year 3 year 5 year 10 year Since inception Signature Select Canadian Fund -8.5% 8.9% -0.3% 6.5% 9.3% (May 98) S&P/TSX Total Return -8.7% 13.2% 1..3% 7.0% - Average Canadian Focused Equity -10.9% 8.6% -2.3% 4.0% - Signature Canadian Balanced Fund -3.6% 8.6% 2.1% 5.7% 7.4% (Jun. 97) Signature Income & Growth Fund -3.0% 10.9% 1.8% 6.1% 6.3% (Nov. 00) Signature High Income Fund 4.8% 16.4% 4.4% 9.4% 9.7% (Dec. 96) Signature Dividend Fund -0.9% 12.8% 0.9% 4.6% 6.1% (Oct. 96)

5 Experience and Expertise 2 Signature has one of the most impressive money management teams in Canada, with 31 global investment professionals managing over $34 billion in assets. The team represents considerable expertise, with 22 members of Signature having more than 10 years of investment industry experience, and 13 having more than 15 years experience. Furthermore, Signature has a distinctive structure, designed to produce the best possible investment decisions. Signature s equity managers and analysts are sector specialists on a global basis, while the fixed-income team specialize in a particular asset class. All equity and fixed-income managers and analysts collaborate to develop a comprehensive picture of sector and its companies. This unique interaction and information-sharing leads to Signature s competitive advantage. In addition to Chief Investment Officer Eric Bushell, key portfolio managers at Signature include: Fixed-income specialists James Dutkiewicz, head of the fixed-income group Geof Marshall, high-yield corporate bonds John Shaw, investment-grade corporate bonds and preferred shares Paul Simon, Canadian government bonds and short-term fixed-income securities Equity specialists Massimo Bonansinga, automotive, aerospace, defence and utilities Drummond Brodeur, global investment strategist Rui Cardoso, health care Stephane Champagne, consumer products Joe D Angelo, industrial products, transportation and infrastructure Ryan Fitzgerald, high-yielding equity securities John Hadwen, financial services Matthew Strauss, emerging market strategist Scott Vali, energy and materials Malcolm White, media, technology and telecommunications.

6 Leadership 1 Bushell s penchant for sniffing the global winds, in combination with astute individual stock-picking, has led to a record of superior performance. Investment Executive, December 2, 2009 Signature is led by Eric Bushell, Chief Investment Officer, and lead portfolio manager of Signature Select Canadian Fund since its inception in As CIO, Eric is head of Signature s asset allocation committee and the key strategist for several Signature portfolios. He has been responsible for guiding the growth of the Signature team and its portfolios, and for putting in place the structure and approach that has produced the group s consistent, strong returns. In recognition of his accomplishments, Eric was named Morningstar Fund Manager of the Decade in 2010, Morningstar Equity Fund Manager of the Year in 2009 and Investment Executive s Fund Manager of the Year in 2008.

7 Comissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise indicated and except for returns for periods less than one year, the indicated rates of return are the historical annual compounded total returns including changes in unit value. All performance data assume reinvestment for all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. CI Investments, the CI Investments design and Signature Global Advisors are registered trademarks of CI Investments Inc Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar Ratings reflect performance as of December 30, 2011 and are subject to change monthly. The ratings are calculated from a fund s 3, 5 and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail, see Signature Select Canadian Fund scored 5 stars for the 10 year period when compared to 86 Canadian focused equity funds. The star ratings and number of Canadian focused equity funds and Signature Select Canadian for each period are as follows: three years, 3 stars, 288 funds; five years, 4 stars, 200 funds; 10 years, 5 stars, 86 funds. 2 Queen Street East, Twentieth Floor, Toronto, Ontario M5C 3G7 I Head Office / Toronto Calgary Montreal Vancouver Client Services English: French: _E (01/12)