An S&P Capital IQ fund grading represents an opinion only and should not be relied on when making an investment decision. Past performance is not indicative of future results. Currency exchange rates may affect the value of investments. Copyright © 2013 by McGraw-Hill international (UK) Limited (S&P), a subsidiary of The McGraw-Hill Companies, Inc. All rights reserved.
Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers as of 31/5/13. The ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return metrics over three-, five-, and ten-year periods (if applicable). The highest 20% of funds in each peer group are named Lipper Leader or a score of 5 for Total Return, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1.
Calamos Global Equity Fund A USD Acc and A EUR Acc, in Lipper’s Equity Global classification, received the following ratings for the 3-year, 5-year and overall periods, respectively; Total Return: 3 (1,796 funds); Total Return: 5 (1,237 funds); Total Return: 4 (1,796 funds). Calamos U.S. Growth Fund A USD Acc and A EUR Acc, in Lipper’s Equity North America classification, received the following ratings for the 3-year, 5-year and overall periods, respectively: Total Return: 1 (1,100 funds); Total Return: 1 (868 funds); Total Return: 1 (1,100 funds). Calamos Global Convertible Opportunities Fund A USD Acc and A EUR Acc, in Lipper’s Mixed Asset Other Flexible classification, received the following ratings for the 3-year period, respectively: Total Return: 3 (39 funds) and 3 (20 funds); Overall period, respectively: Total Return: 3 (39 funds) and 2 (20 funds). Lipper Leader ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. More information is available at www.lipperweb.com. Thomson Reuters Copyright 2013, All Rights Reserved.
Morningstar Category Performance is represented by the average annualised performance. These categories are unrated and do not participate in ratings or rankings. Source: Morningstar Direct. Morningstar Ratings™ are based on risk-adjusted returns and are through 31/5/13 for Class A shares and will differ for other share classes. Morningstar Ratings based on a risk-adjusted return measure that accounts for variation in a fund’s monthly historical performance (reflecting sales charges), placing more emphasis on downward variations and rewarding consistent performance. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2, or 1 star, respectively. Each fund is rated exclusively against U.S. domiciled funds. The information contained herein is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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. Source: © 2013 Morningstar, Inc. All Rights Reserved.
The Fund is offered solely to non-U.S. investors under the terms and conditions of the Fund's current prospectus. The prospectus contains important information about the Fund and should be read carefully before investing. A copy of the prospectus for the Fund may be obtained by clicking here, or by contacting the local Paying Agent listed by jurisdiction, or through the Fund's Transfer Agent, RBC Investor Services Ireland Limited, listed at:
RBC Investor Services Ireland Limited
Georges Quay House
43 Townsend Street
Tel: (353) 1 440 6555
Calamos Investments LLP is Authorised and Regulated by the Financial Conduct Authority, and is the Distributor of the Calamos Global Funds PLC.
©2013 Calamos Investments LLC. All Rights Reserved. Calamos®, Calamos Investments® and Investment strategies for your serious money® are registered trademarks of Calamos Investments LLC.