Harmony List of Pools

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LIST OF POOLS

Harmony Pools: Unmatched Customization and Flexibility

Harmony gives you the option to construct a portfolio from several pools of investments.

Each pool represents a different asset class, which can be used to create risk-adjusted individualized portfolios based on your clients’ personal investment objectives.

Four of these pools are available in Harmony Tax Advantage Group Limited.

POOLS	MANAGERS	MANAGEMENT STYLE
Harmony Canadian Equity Pool*	Foyston, Gordon & Payne Inc. Mulvihill Capital Management Inc. AGF Funds Inc.	Value Growth Canadian Small Cap
Harmony Non-traditional Pool	AGF Funds Inc.	Exchange traded funds Fundamental indexing
Harmony Overseas Equity Pool	McKinley Capital Management Inc. Harris Associates L.P. Principal Global Investors	Growth Value Emerging markets core
Harmony U.S. Equity Pool* *	Systematic Financial Management L.P. INTECH William Blair & Company, LLC	Value Growth U.S Small Cap
Harmony Canadian Fixed Income Pool	AGF Funds Inc. Baker Gilmore & Associates	Interest rate anticipation
Harmony Money Market Pool	AGF Funds Inc.	Interest rate anticipation

* As a result of a reorganization of Harmony Americas Small Cap Equity Pool, involving certain steps, that pool effectively merged into Harmony Canadian Equity Pool on May 23, 2008.

* *As a result of a reorganization of Harmony Americas Small Cap Equity Pool, the U.S.securities portion of that pool's portfolio were sold to Harmony U.S. Equity Pool, May 14, 2008.