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Filter Description: Holding Positions in COLUMBIA

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X	Fund Name	FundGrade	Alpha	Beta	Sharpe	Treynor	RSq.	Std.Dev.	3-yr Max. Drawdown	5-yr Max. Drawdown	10-yr Max. Drawdown	Performance
	SunWise II Portfolio Series Growth 75/75	C	-0.00267	1.09	0.16	0.00	0.81	2.51	18.09	32.89	32.89
	SunWise II Portfolio Series Growth 75/100	C	-0.00292	1.10	0.15	0.00	0.81	2.51	18.94	33.22	33.22
	SunWise II Portfolio Series Growth 100/100	C	-0.00322	1.09	0.13	0.00	0.81	2.50	19.86	33.68	33.68
	SunWise II Portfolio Series Conservative Bal 75/10	C	-0.00079	0.90	0.24	0.00	0.62	1.60	7.90	22.98	22.98
	SunWise II Portfolio Series Conservative 75/75	C	-0.00018	0.79	0.28	0.00	0.67	1.36	6.32	19.74	19.74
	SunWise II Portfolio Series Conservative 75/100	C	-0.00032	0.80	0.27	0.00	0.67	1.36	6.25	19.91	19.91
	SunWise II Portfolio Series Conservative 100/100	C	-0.00068	0.80	0.25	0.00	0.67	1.37	6.44	20.39	20.39
	SunWise II Portfolio Series Balanced Growth100/100	C	-0.00215	0.97	0.16	0.00	0.83	2.19	14.99	29.95	29.95
	SunWise II Portfolio Series Balanced Growth 75/75	C	-0.00167	0.97	0.19	0.00	0.83	2.19	13.62	29.26	29.26
	SunWise II Portfolio Series Balanced Growth 75/100	C	-0.00186	0.97	0.18	0.00	0.83	2.19	14.07	29.50	29.50
	SunWise II Portfolio Series Balanced 75/75	C	-0.00100	0.86	0.21	0.00	0.86	1.91	10.83	25.78	25.78
	SunWise II Portfolio Series Balanced 75/100	C	-0.00121	0.86	0.20	0.00	0.86	1.92	11.22	25.91	25.91
	SunWise II Portfolio Series Balanced 100/100	C	-0.00147	0.86	0.18	0.00	0.86	1.91	12.16	26.37	26.37
	SunWise II Portfolio Ser Conservative Bal 75/75	C	-0.00059	0.90	0.25	0.00	0.62	1.60	7.54	22.87	22.87
	SunWise II Portfolio Ser Conservative Bal 100/100	C	-0.00113	0.90	0.22	0.00	0.62	1.60	8.89	23.42	23.42
	SunWise II Port Series Summit Bal Gro 100/100	C	-0.00210	0.98	0.17	0.00	0.84	2.20	14.43	29.56	29.56
	SunWise II Port Ser Summit Balanced Gro 75/100	C	-0.00188	0.98	0.18	0.00	0.83	2.20	13.99	29.31	29.31
	SunWise II Fidelity Global Portfolio (F)	D	-0.00419	1.02	0.09	0.00	0.95	3.21	39.40	48.67	48.67
	SunWise II Fidelity Global Portfolio (C)	D	-0.00396	1.02	0.09	0.00	0.95	3.20	38.67	48.28	48.28
	SunWise II Fidelity Global Portfolio (B)	D	-0.00362	1.02	0.10	0.00	0.95	3.21	37.83	47.84	47.84
	SunWise II Fidelity Canadian Asset Allocation (F)	D	-0.00242	0.82	0.01	0.00	0.92	1.90	15.26	32.45	32.45
	SunWise II Fidelity Canadian Asset Allocation (C)	D	-0.00218	0.82	0.02	0.00	0.92	1.90	10.51	27.11	27.11
	SunWise II Fidelity Canadian Asset Allocation (B)	D	-0.00197	0.83	0.03	0.00	0.92	1.90	10.35	27.11	27.11
	SunWise II CI Global Bond Fund (Full)	C	0.00080	0.62	0.18	0.00	0.67	1.51	10.16	10.95	18.01
	SunWise II CI Global Bond Fund (Combined)	C	0.00089	0.62	0.18	0.00	0.67	1.51	9.99	10.86	17.90

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Glossary FundGrade, Alpha, Beta, Sharpe, Treynor, RSq., Std.Dev., 3-yr Max. Drawdown, 5-yr Max. Drawdown, 10-yr Max. Drawdown, Performance,

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Data Source: Fundata Canada Inc.

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