Portfolio Updates

Credit Linked Note Portfolio as of September 30, 2008

CLN Portfolio Snapshot as at September 30, 2008


The CLN portfolio also provides for a significant level of geographic and industrial diversification.

CLN Portfolio — Breakdown by Region


CLN Portfolio — Breakdown by Industry


Other 40.0% (represents 22 separate industries, with maximum weighting of 3.2% per industry)

Portfolio — Snapshot

CLN Portfolio Snapshot S&P Ratings Distribution

Rating

Number of Issuers

 

AAA

3.0

AA+

1.0

AA

6.0

AA-

15.0

A+

5.0

A

17.5

A-

27.0

BBB+

15.0

BBB

8.0

BBB-

5.0

BB+

3.5

BB

4.0

BB-

1.0

B+

4.0

B

1.0

B-

3.0

CCC/C

1.0

D

5.0

Total

125.0

Weighted Average

BB+

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