INVESTMENT DISCIPLINE

Broadly Diversified Pool that combines core and complementary asset classes represented by the following actively managed Private Investment Pools:

40% Dynamic Global Equity Private Pool Class combines four distinct investment strategies to provide differentiated foreign equity exposure unconstrained by market capitalization, sector and geography.

20% Dynamic Canadian Equity Private Pool Class combines three distinct investment strategies to provide more differentiated and diversified equity exposure than the broad Canadian equity market.

13.4% Dynamic Active Core Bond Private Pool invests in high quality Canadian issuers to generate income and mitigate volatility.

13.3% Dynamic Active Credit Strategies Private Pool provides exposure to a broad credit spectrum to enhance overall portfolio yield and offer greater diversification.

13.3% Dynamic Tactical Bond Private Pool uses a highly flexible total return approach to capitalize on both interest rate movements and credit opportunities while managing risk.