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10 Year Anniversary Spotlight
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
10 YEAR ANNIVERSARY SPOTLIGHT
★★★★
15.3
16.4
10.5
8.4
7.9
69
74
83
★★★★
14.5
15.6
9.7
7.9
7.4
62
59
69
★★★★
11.6
12.9
7.7
6.8
6.4
61
61
68
★★★★★
8.9
10.4
5.5
-
6.0
76
83
91
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Portfolio Solutions
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
PORTFOLIO SOLUTIONS
★★★★
13.1
14.6
-
-
7.2
74
87
-
★★★★
26.7
19.7
8.0
10.2
8.6
91
79
63
★★★★★
21.8
24.3
-
-
14.0
85
89
-
★★★★
3.6
4.9
1.4
2.6
4.3
61
50
79
★★★★
15.2
16.1
10.3
-
10.6
68
67
79
★★★★
8.2
9.3
4.9
-
5.2
69
63
80
★★★★
12.3
13.4
8.3
-
8.5
71
70
80
★★★★
19.6
22.7
12.8
8.3
4.5
82
86
81
★★★★
17.8
23.4
16.6
15.1
8.1
63
64
83
★★★★
9.2
10.0
4.9
4.5
4.6
90
84
79
★★★★
11.5
12.8
8.1
6.6
7.1
60
57
77
★★★★
14.2
15.3
10.2
8.5
8.8
60
54
77
★★★★
17.5
20.8
13.0
10.3
10.5
60
68
72
★★★★
4.1
4.8
2.3
2.7
2.8
55
41
71
★★★★
7.5
8.6
4.6
4.6
5.0
55
45
72
★★★★
7.7
8.9
4.1
4.3
4.4
58
54
61
★★★★
15.3
16.4
10.5
8.4
7.9
69
74
83
★★★★
14.5
15.6
9.7
7.9
7.4
62
59
69
★★★★
11.6
12.9
7.7
6.8
6.4
61
61
68
★★★★★
8.9
10.4
5.5
-
6.0
76
83
91
★★★★★
14.0
15.4
-
-
13.5
90
93
-
★★★★
18.2
19.6
10.1
8.3
8.4
89
96
76
★★★★
20.1
23.3
13.4
10.8
11.2
77
86
75
IG Climate Action Portfolio Global Fixed Income Balanced Series F
★★★★
7.1
10.2
-
-
3.5
47
80
-
IG Climate Action Portfolio - Global Equity Balanced Series F
★★★★
11.9
16.5
-
-
6.6
32
75
-
★★★★
12.5
13.7
-
-
8.9
74
76
-
★★★★
16.3
17.3
-
-
11.6
78
84
-
★★★★
20.9
20.6
-
-
13.2
80
66
-
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Balanced
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
BALANCED
★★★★
10.3
12.9
9.7
7.7
7.7
25
43
51
★★★★
16.2
15.4
11.3
7.8
7.4
82
86
78
★★★★
13.5
17.0
10.2
8.8
9.4
51
80
77
★★★★★
18.1
16.7
11.8
9.0
8.9
92
95
87
★★★★★
12.2
12.9
8.6
7.6
7.1
56
80
71
★★★★★
14.7
19.1
12.7
10.4
9.7
64
94
97
IG Mackenzie US Dollar Fund - Global Equity Balanced Series F
★★★★
10.4
13.2
-
-
8.1
87
76
-
-
Fixed income
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
FIXED INCOME
★★★★
5.6
7.5
2.6
3.5
3.6
82
87
81
★★★★
5.2
7.8
5.0
4.8
4.5
64
57
55
★★★★
5.7
8.6
4.7
4.6
4.3
49
45
63
★★★★★
3.5
5.2
0.4
2.4
2.9
87
85
87
★★★★
4.6
5.4
2.4
2.4
2.4
80
71
74
IG Mackenzie US Dollar Fund Global Fixed Income Balanced Series F
★★★★
7.4
9.5
-
-
6.0
95
74
-
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Equity
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
EQUITY
★★★★★
26.1
24.0
19.6
12.2
11.3
71
92
98
★★★★
21.1
23.8
13.0
-
9.9
88
93
82
★★★★
21.9
18.4
14.9
10.9
10.9
47
51
50
★★★★
13.9
14.7
13.8
10.3
8.6
23
28
58
★★★★
19.7
15.6
15.2
10.4
7.9
69
62
66
★★★★
17.5
21.2
12.5
11.0
11.7
60
72
66
★★★★
22.8
20.9
15.5
11.5
11.7
85
81
68
★★★★★
20.6
19.5
8.1
9.0
9.2
66
66
100
★★★★
15.9
16.8
7.7
8.6
9.0
47
35
89
★★★★
14.1
20.4
-
-
11.4
60
70
-
★★★★
24.1
30.2
15.6
18.4
19.3
92
96
73
★★★★
14.5
21.7
15.2
12.9
14.5
46
51
67
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Specialty
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
SPECIALITY
★★★★★
33.8
31.6
25.6
14.7
15.4
79
97
100
★★★★
-6.2
6.1
6.1
7.3
10.4
50
65
76
★★★★★
19.6
16.8
12.6
10.0
10.3
85
82
87
★★★★
31.5
20.9
27.2
13.8
6.4
55
71
91
★★★★★
115.2
53.5
21.6
25.6
19.3
76
76
91
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of September 30, 2025, and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. Ratings are just one factor to consider when investing. For more information about this rating, contact Morningstar at 1-800-531-4725, www.morningstar.ca or your IG Wealth Management Consultant. Quartile rankings and peers beaten are calculated by IG Wealth Management based on the fund series-level data Morningstar provides. The CIFSC categories, Star Ratings and number of funds in each category, and rates of return for the standard periods, respectively, are:
Portfolio Solutions:
iProfile Active Allocation Private Pool II, Tactical Balanced category: 1 year - (278 funds), 3 years - 4 stars (274 funds), 5 years – n/a stars, n/a return, 10 year/Since Inception (March 15, 2021) – n/a stars.
iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (268 funds), 3 years - 4 stars (241 funds), 5 years – 3 stars (203 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (109 funds).
iProfile ETF Private Pool I, Global Equity category: 1 year - (1,810 funds), 3 years - 5 stars (1,584 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (March 15, 2021) – n/a stars.
iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (325 funds), 3 years - 3 stars (280 funds), 5 years – 4 stars (213 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (92 funds).
iProfile Global Equity Balanced, Global Equity Balanced category: 1 year - (1,119 funds), 3 years - 4 stars (1,042 funds), 5 years – (887 funds) 4 stars, 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Fixed Income Balanced, Global Fixed Income Balanced category: 1 year - (890 funds), 3 years - 3 stars (835 funds), 5 years – 4 stars (739 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Neutral Balanced, Global Neutral Balanced category: 1 year - (1,593 funds), 3 years - 4 stars (1,489 funds), 5 years – 4 stars (1,229 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile International Equity Private Pool I, International Equity category: 1 year - (662 funds), 3 years - 4 stars (591 funds), 5 years – 4 stars (551 funds), 10 year/Since Inception (January 15, 2001) – 3 stars (320 funds).
iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,159 funds), 3 years - 3 stars (1,041 funds), 5 years – 4 stars (915 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (571 funds).
IG Core Portfolio Income Plus F, Canadian Fixed Income balanced category: 1 year - (339 funds), 3 years - 4 stars (335 funds), 5 years – 4 stars (304 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (203 funds).
IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1,593 funds), 3 years - 3 stars (1,489 funds), 5 years – 4 stars (1,229 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (759 funds).
IG Core Portfolio Balanced Growth F, Global Neutral Balanced category: 1 year - (1,119 funds), 3 years – 3 stars (1,042 funds), 5 years – 4 stars (887 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (568 funds).
IG Core Portfolio Growth F, Global Equity category: 1 year - (1,810 funds), 3 years - 4 stars (1,584 funds), 5 years – 4 stars (1,304 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (699 funds).
IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (233 funds), 3 years - 3 stars (183 funds), 5 years – 4 stars (163 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (121 funds).
IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (890 funds), 3 years - 3 stars (835 funds), 5 years – 4 stars (739 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (407 funds).
IG Income Portfolio – Growth F, Global Fixed Income Balanced category: 1 year - (890 funds), 3 years - 3 stars (835 funds), 5 years – 3 stars (739 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (407 funds).
IG Low Volatility Portfolio - Growth F, Global Equity Balanced category: 1 year - (1,119 funds), 3 years - 4 stars (1,042 funds), 5 years – 4 stars (887 funds), 10 year/Since Inception (July 13, 2015), 4 stars – (568 funds).
IG Low Volatility Portfolio - Balanced F, Global Equity Balanced category: 1 year - (1,119 funds), 3 years - 3 stars (1,042 funds), 5 years – 3 stars (887 funds), 10 year/Since Inception (July 13, 2015), 4 stars – (568 funds).
IG Low Volatility Portfolio - Income Balanced F, Global Neutral Balanced category: 1 year - (1,593 funds), 3 years - 3 stars (1,489 funds), 5 years – 4 stars (1,229 funds), 10 year/Since Inception (July 13, 2015), 4 stars – (759 funds).
IG Low Volatility Portfolio - Income Focus F, Global Fixed Income Balanced category: 1 year - (890 funds), 3 years - 4 stars (835 funds), 5 years – 5 stars (739 funds), 10 year/Since Inception (November 12, 2018) n/a stars.
IG Growth Portfolio – Global Balanced F category: 1 year - (1,593 funds), 3 years - 4 stars (1,489 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (July 12, 2013) – n/a stars.
IG Growth Portfolio - Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,119 funds), 3 years - 5 stars (1,042 funds), 5 years – 4 stars (887 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (568 funds).
IG Growth Portfolio – Global Equity F, Global Equity category: 1 year - (1,810 funds), 3 years - 4 stars (1,584 funds), 5 years – 4 stars (1,304 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (699 funds).
IG Climate Action Portfolio - Global Fixed Income Balanced F, Global Fixed Income Balanced category: 1 year - (890 funds), 3 years - 4 stars (835 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (October 25, 2021) – n/a stars.
IG Climate Action Portfolio – Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,119 funds), 3 years - 4 stars (1,042 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (October 25, 2021) – n/a stars.
IG US Taxpayer Portfolio Global Equity Series F, category: 1 year (1,810 funds), 3 years (1,584 funds) 4 stars, 5 years – n/a (n/a finds), 10 years/Since Inception (April 11, 2022) - n/a stars.
IG US Taxpayer Portfolio – Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1,593 funds), 3 years - 4 stars (1,489 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 11, 2022) – n/a stars.
IG US Taxpayer Portfolio – Global Equity Balanced F, Global Equity Balanced category: 1 year - (1119 funds), 3 years - 4 stars (1,489 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 11, 2022) – n/a stars.
IG Beutel Goodman Canadian Balanced F, Canadian Equity Balanced category: 1 year - (322 funds), 3 years - 3 stars (320 funds), 5 years – 3 stars (309 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (218 funds).
IG Mackenzie Dividend F, Canadian Equity Balanced category: 1 year - (322 funds), 3 years - 4 stars (320 funds), 5 years – 4 stars (309 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (218 funds).
IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1,119 funds), 3 years - 4 stars (1,042 funds), 5 years – 4 stars (887 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (568 funds).
IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (322 funds), 3 years - 5 stars (320 funds), 5 years – 4 stars (309 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (218 funds).
IG Mackenzie Strategic Income F, Canadian Neutral Balanced category: 1 year - (392 funds), 3 years - 4 stars (367 funds), 5 years – 4 stars (337 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (281 funds).
IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,119 funds), 3 years - 5 stars (1,042 funds), 5 years – 5 stars (887 funds), 10 year/Since Inception (January 19, 2015) – 5 stars (568 funds).
IG Mackenzie US Dollar Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,593 funds), 3 years – 4 stars (1,489 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 19, 2022) – n/a stars.
Fixed Income Category:
IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (115 funds), 3 years - 4 stars (94 funds), 5 years – 4 stars (83 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (51 funds).
IG Mackenzie Floating Rate Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (74 funds), 3 years - 3 stars (73 funds), 5 years – 3 stars (72 funds), 10 year/Since Inception (July 16, 2014) – 4 stars (49 funds).
IG Mackenzie North American Corporate Bond Fund F, High Yield Fixed Income category: 1 year - (224 funds), 3 years - 3 stars (218 funds), 5 years – 3 stars (197 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (143 funds).
IG Mackenzie Canadian Bond F, Canadian Fixed Income category: 1 year - (396 funds), 3 years - 4 stars (361 funds), 5 years – 5 stars (335 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (222 funds).
IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (233 funds), 3 years - 4 stars (183 funds), 5 years – 4 stars (163 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (121 funds).
IG Mackenzie US Dollar Global Fixed Income Balanced F, Global Fixed Income Balanced category: 1 year - (890 funds), 3 years – 4 stars (835 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 19, 2022) – n/a stars.
Equity Category:
IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (170 funds), 3 years - 5 stars (168 funds), 5 years – 5 stars (152 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (116 funds).
IG BlackRock International Equity F, International Equity category: 1 year - (662 funds), 3 years - 5 stars (591 funds), 5 years – 4 stars (551 funds), 10 year/Since Inception (January 13, 2020) – n/a stars.
IG FI Canadian Equity F, Canadian Equity category: 1 year - (623 funds), 3 years - 3 stars (576 funds), 5 years – 3 stars (493 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (328 funds).
IG Mackenzie Canadian Small Cap Fund Series F category: 1 year - (170 funds), 3 years - 3 stars (168 funds), 5 years – 3 stars (152 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (116 funds).
IG Mackenzie Canadian Dividend F, Canadian Dividend & Income Equity category: 1 year - (392 funds), 3 years - 3 stars (373 funds), 5 years – 3 stars (347 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (241 funds).
IG Mackenzie Global Fund, Global Equity category: 1 year - (1,810 funds), 3 years - 4 stars (1,584 funds), 5 years – 4 stars (1,304 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (699 funds).
IG Mackenzie North American Equity F, Canadian Focused category: 1 year - (487 funds), 3 years - 4 stars (480 funds), 5 years – 4 stars (465 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (344 funds).
IG Mackenzie Pacific International F, Asia Pacific ex-Japan equity category: 1 year - (33 funds), 3 years - 3 stars (33 funds), 5 years – 5 stars (33 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (31 funds).
IG Mackenzie Pan Asian Equity F, Asia Pacific Equity category: 1 year - (39 funds), 3 years - 3 stars (39 funds), 5 years – 5 stars (39 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (20 funds).
IG Mackenzie US Dollar Global Equity F, Global Equity Balanced category: 1 year - (1,810 funds), 3 years – 4 stars (1,584 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 19, 2022) – n/a stars.
IG Putnam US Growth F, US Equity category: 1 year - (1,159 funds), 3 years - 5 stars (1,041 funds), 5 years – 3 stars (915 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (571 funds).
IG T. Rowe Price US Large Cap Eq F category: 1 year - (1,159 funds), 3 years - 3 stars (1,041 funds), 5 years – 4 stars (915 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (571 funds).
Speciality category:
IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (69 funds), 3 years - 5 stars (57 funds), 5 years – 5 stars (48 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (26 funds).
IG Mackenzie Global Health Care F, Global Sector Equity category: 1 year - (54 funds), 3 years - 3 stars (47 funds), 5 years – 4 stars (42 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (25 funds).
IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (115 funds), 3 years - 4 stars (111 funds), 5 years – 5 stars (83 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (46 funds).
IG Mackenzie Global Resources F, Natural Resources Equity category: 1 year - (95 funds), 3 years – 4 stars (92 funds), 5 years – 5 stars (86 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (72 funds).
IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (64 funds), 3 years - 4 stars (58 funds), 5 years – 5 stars (57 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (43 funds).