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21-year, 3-year, 5-year, 10-year and since inception returns are as of 31/10/2013.
Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers as of 31/10/13. 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 (1,791 funds) and 2 (1,791 funds); Total Return: 5 (1,318 funds); Total Return: 4 (1,791 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 (1,130 funds); Total Return: 4 (883 funds) and 5 (883 funds); Total Return: 2 (1,130 funds) and 3 (1,130 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: 5 (44 funds) and 3 (24 funds); 5-year period, respectively: Total Return: N/A and 5 (13 funds), and Overall period, respectively: Total Return: 5 (44 funds) and 5 (24 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 31/10/13 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.
Before investing carefully consider the fund's investment objectives,
risks, charges and expenses. Please see the prospectus and summary prospectus containing
this and other information or call 1-800-582-6959. Read it carefully before
Calamos Financial Services LLC, Distributor
©2013 Calamos Investments LLC. All Rights Reserved. Calamos®,
Calamos Investments® and Investment strategies for your serious
money® are registered trademarks of Calamos Investments LLC.
Calamos Investments LLC, referred to herein as Calamos Investments®,
is a financial services company offering such services through its
subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos
Investments LLP and Calamos Financial Services LLC.
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