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Financial Statements

Management Reports of Fund Performance

Passive Foreign Investment Corporation (PFIC) Annual Information Statements (AIS)

Access your personalized AIS through InvestorOnline, from your advisor or by contacting the Assante Service Centre. In cases where it is not possible to generate a personalized statement, use the following websites to obtain PFIC information or cost base reporting information on a fund unit basis:

Passive Foreign Investment Company information

Form 8937 — Report of Organizational Actions Affecting Basis of Securities

United Funds Independent Review Committee Reports

March 31, 2017

December 31, 2016

Mandate of the Independent Review Committee