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 Name	New 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 Name	Underlying Mutual Fund Name	New 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.

Segregated Fund Changes - 2021

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Segregated Fund Changes - 2021

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