A major contributor to reaching your financial goals is your investment portfolio, and its ability to provide you with the performance needed to reach those goals.
Let’s talk today about IG’s exclusive top-performing investment solutions and how they can help you meet your financial goals.
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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
★★★★
19.9
15.1
9.3
-
9.6
78
86
87
★★★★★
63.1
29.6
12.1
13.5
9.9
91
92
87
★★★★
62.1
28.8
-
-
26.1
89
87
-
★★★★★
28.1
22.5
14.8
-
15.2
80
89
94
★★★★
3.4
4.5
1.7
2.4
4.2
59
56
73
★★★★
19.4
15.6
9.7
-
11.3
52
64
76
★★★★
24.2
19.4
-
-
11.9
63
68
-
★★★★
24.7
19.9
12.8
-
14.8
66
71
80
★★★★
9.8
8.9
4.8
-
5.5
46
57
77
★★★★
15.2
12.8
7.8
-
9.0
58
66
75
★★★★
23.6
19.1
12.2
10.3
5.0
59
81
80
★★★★
23.2
21.2
14.9
16.1
8.3
56
63
74
★★★★
12.1
9.8
5.0
4.8
4.9
89
85
82
★★★★
15.7
12.5
7.4
7.4
7.5
63
60
70
★★★★
19.9
15.2
9.3
9.3
9.3
57
57
71
★★★★
2.6
3.7
1.3
2.1
2.7
41
39
63
★★★★
24.0
19.6
12.0
11.3
11.1
63
69
73
★★★★
3.1
4.7
2.7
2.6
2.8
71
43
68
★★★★
10.1
8.4
4.5
4.9
5.2
54
46
66
★★★★
11.4
9.3
4.8
4.6
4.7
74
67
77
★★★★
21.1
16.6
10.6
9.4
8.6
68
77
85
★★★★
19.8
15.7
9.9
8.8
8.1
57
65
80
★★★★
15.6
12.9
7.9
7.4
6.9
63
67
77
★★★★★
11.7
10.3
5.8
-
6.4
78
83
92
★★★★
17.8
14.5
-
-
13.6
83
87
-
★★★★
31.4
22.0
13.6
11.7
10.9
81
84
77
★★★★
24.7
18.9
10.7
9.4
9.1
92
93
86
★★★★
27.5
21.5
12.8
12.0
11.8
78
82
80
★★★★
3.4
5.5
-
-
4.7
83
80
-
★★★★
15.9
13.3
-
-
12.1
90
89
-
★★★★★
22.6
17.5
-
-
16.0
95
100
-
★★★★★
25.8
19.4
-
-
17.7
100
100
-
★★★★
17.6
13.5
-
-
9.9
82
75
-
★★★★
22.5
17.1
-
-
12.9
79
81
-
★★★★
28.6
21.1
-
-
15.0
82
79
-
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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
★★★★
21.3
16.0
10.1
8.6
8.0
80
75
79
★★★★
13.8
14.3
9.5
8.9
9.4
16
43
73
★★★★★
21.4
16.7
10.4
9.7
9.4
81
82
85
★★★★★
15.4
12.9
7.9
7.9
7.5
57
68
77
★★★★★
17.6
16.2
11.0
10.3
9.9
36
71
87
IG Mackenzie U.S. Dollar Fund - Global Fixed Income Balanced Series F
★★★★
8.7
8.3
-
-
6.1
89
90
-
IG Mackenzie U.S. Dollar Fund - Global Neutral Balanced Series F
★★★★
12.0
11.3
-
-
8.3
71
80
-
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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
★★★★
4.3
6.6
3.0
3.2
3.6
74
78
89
★★★★
4.0
6.5
4.2
4.8
4.5
69
73
64
★★★★★
3.7
4.6
1.2
2.1
2.8
79
77
88
★★★★
3.4
5.3
2.7
2.5
2.5
81
74
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
★★★★
33.8
24.0
15.4
12.5
12.2
58
75
84
★★★★
25.2
20.2
12.9
-
11.4
74
88
89
★★★★
27.7
20.8
13.5
12.1
11.6
59
64
59
★★★★
56.7
26.5
10.5
12.4
10.8
74
70
64
★★★★
29.7
19.4
13.5
11.3
8.9
61
61
73
★★★★
16.4
17.6
11.2
11.5
11.7
31
54
67
★★★★
27.1
20.8
13.6
12.6
12.3
69
77
77
★★★★
45.9
24.4
10.9
12.0
10.9
31
49
79
★★★★
21.4
23.9
15.2
19.3
18.9
48
85
78
★★★★
20.0
20.1
13.7
14.1
14.5
41
57
64
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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
★★★★
25.9
29.7
19.0
17.3
15.7
35
59
76
★★★★
23.1
9.0
7.7
9.0
11.1
78
72
83
★★★★★
18.5
18.0
12.9
10.5
10.8
45
83
83
★★★★★
45.6
25.5
21.5
13.6
8.1
49
77
94
★★★★★
73.5
51.8
27.0
18.4
19.3
90
89
86
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of June 30, 2026, 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:
iProfile Active Allocation Private Pool I I, Tactical Balanced category: 1 year - (285 funds), 3 years - 4 stars (277 funds), 5 years – 4 stars (253 funds), 10 year/Since Inception (March 15, 2021) – n/a stars n/a.
iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (265 funds), 3 years - 5 stars (237 funds), 5 years – 4 stars (208 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (134 funds).
iProfile Global Equity F, Global Equity category: 1 year - (1878 funds), 3 years - 4 stars (1665 funds), 5 years – n/a stars n/a, 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile Global Equity Balanced I, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 4 stars (1023 funds), 5 years – 4 stars (890 funds), 10 year/Since Inception (June 22, 2020) – n/a stars n/a.
iProfile Global Fixed Income Balanced I, Global Fixed Income Balanced category: 1 year - (864 funds), 3 years - 3 stars (798 funds), 5 years – 4 stars (719 funds), 10 year/Since Inception (June 22, 2020) – n/a stars n/a.
iProfile Global Neutral Balanced I, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 4 stars (1455 funds), 5 years – 4 stars (1280 funds), 10 year/Since Inception (June 22, 2020) – n/a stars n/a.
iProfile ETF Private Pool I, Global Equity category: 1 year - (1878 funds), 3 years - 4 stars (1665 funds), 5 years – 5 stars (1396 funds), 10 year/Since Inception (March 15, 2021) – n/a stars n/a.
iProfile Fixed Income Private Pool Series I, Global Core Plus Fixed Income category: 1 year - (321 funds), 3 years - 3 stars (290 funds), 5 years – 4 stars (234 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (107 funds).
iProfile Global Equity Balanced F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 3 stars (1023 funds), 5 years – n/a stars n/a, 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile Global Equity I, Global Equity category: 1 year - (1878 funds), 3 years - 4 stars (1665 funds), 5 years – 4 stars (1396 funds), 10 year/Since Inception (June 22, 2020) – n/a stars n/a.
iProfile Global Fixed Income Balanced F, Global Fixed Income Balanced category: 1 year - (864 funds), 3 years - 3 stars (798 funds), 5 years – n/a stars n/a, 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 3 stars (1455 funds), 5 years – n/a stars n/a, 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile International Equity Private Pool I, International Equity category: 1 year - (678 funds), 3 years - 4 stars (601 funds), 5 years – 4 stars (559 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (363 funds).
iProfile U.S. Equity Private Pool I, Us Equity category: 1 year - (1178 funds), 3 years - 3 stars (1038 funds), 5 years – 4 stars (938 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (625 funds).
IG Core Portfolio Income Plus F, Canadian Fixed Income Balanced category: 1 year - (360 funds), 3 years - 4 stars (352 funds), 5 years – 4 stars (332 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (233 funds).
IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 3 stars (1455 funds), 5 years – 4 stars (1280 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (787 funds).
IG Core Portfolio Balanced Growth F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 3 stars (1023 funds), 5 years – 4 stars (890 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (592 funds).
IG Core Portfolio Growth F, Global Equity category: 1 year - (1878 funds), 3 years - 4 stars (1665 funds), 5 years – 4 stars (1396 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (822 funds).
IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (230 funds), 3 years - 3 stars (188 funds), 5 years – 4 stars (163 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (124 funds).
IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (864 funds), 3 years - 3 stars (798 funds), 5 years – 4 stars (719 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (441 funds).
IG Income Portfolio F, Global Fixed Income Balanced category: 1 year - (864 funds), 3 years - 4 stars (798 funds), 5 years – 4 stars (719 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (441 funds).
IG Core Portfolio Global Income F, Global Core Plus Fixed Income category: 1 year - (321 funds), 3 years - 3 stars (290 funds), 5 years – 3 stars (234 funds), 10 year/Since Inception (July 16, 2014) – 4 stars (107 funds).
IG Low Volatility Portfolio - Growth F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 4 stars (1023 funds), 5 years – 4 stars (890 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (592 funds).
IG Low Volatility Portfolio - Balanced F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 4 stars (1023 funds), 5 years – 4 stars (890 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (592 funds).
IG Low Volatility Portfolio - Income Balanced F, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 4 stars (1455 funds), 5 years – 4 stars (1280 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (787 funds).
IG Low Volatility Portfolio - Income Focus F, Global Fixed Income Balanced category: 1 year - (864 funds), 3 years - 4 stars (798 funds), 5 years – 5 stars (719 funds), 10 year/Since Inception (November 12, 2018) – n/a stars n/a.
iProfile Low Volatility Private Pool Series I, Global Equity category: 1 year - (1878 funds), 3 years - 3 stars (1665 funds), 5 years – 3 stars (1396 funds), 10 year/Since Inception (March 15, 2021) – n/a stars n/a.
IG Growth Portfolio – Global Balanced F, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 4 stars (1455 funds), 5 years – n/a stars n/a, 10 year/Since Inception (July 11, 2022) – n/a stars n/a.
IG Growth Portfolio - Global Equity Balanced F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 5 stars (1023 funds), 5 years – 4 stars (890 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (592 funds).
IG Growth Portfolio – Global Equity F, Global Equity category: 1 year - (1878 funds), 3 years - 4 stars (1665 funds), 5 years – 4 stars (1396 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (822 funds).
IG US Taxpayer Portfolio – Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 4 stars (1455 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 11, 2022) – n/a stars n/a.
IG US Taxpayer Portfolio – Global Equity Balanced F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 4 stars (1023 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 11, 2022) – n/a stars n/a.
IG US Taxpayer Portfolio – Global Equity F, Global Equity category: 1 year - (1878 funds), 3 years - 4 stars (1665 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 11, 2022) – n/a stars n/a.
IG Mackenzie Dividend F, Canadian Equity Balanced category: 1 year - (303 funds), 3 years - 4 stars (280 funds), 5 years – 4 stars (271 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (220 funds).
IG Mackenzie Global Dividend Fund F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 3 stars (1023 funds), 5 years – 4 stars (890 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (592 funds).
IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (303 funds), 3 years - 4 stars (280 funds), 5 years – 4 stars (271 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (220 funds).
IG Mackenzie Strategic Income F, Canadian Neutral Balanced category: 1 year - (404 funds), 3 years - 4 stars (386 funds), 5 years – 4 stars (349 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (288 funds).
IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1105 funds), 3 years - 4 stars (1023 funds), 5 years – 4 stars (890 funds), 10 year/Since Inception (January 19, 2015) – 5 stars (592 funds).
IG Mackenzie US Dollar Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 4 stars (1455 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 19, 2022) – n/a stars n/a.
IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (121 funds), 3 years - 4 stars (92 funds), 5 years – 4 stars (81 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (58 funds).
IG Mackenzie Floating Rate Income Fund Series F, Floating Rate Loans category: 1 year - (76 funds), 3 years - 4 stars (72 funds), 5 years – 3 stars (71 funds), 10 year/Since Inception (July 16, 2014) – 4 stars (56 funds).
IG Mackenzie Canadian Bond F, Canadian Fixed Income category: 1 year - (399 funds), 3 years - 4 stars (359 funds), 5 years – 4 stars (340 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (238 funds).
IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (230 funds), 3 years - 4 stars (188 funds), 5 years – 4 stars (163 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (124 funds).
Mackenzie Global Strategic Income F, Global Neutral Balanced category: 1 year - (1585 funds), 3 years - 3 stars (1455 funds), 5 years – 3 stars (1280 funds), 10 year/Since Inception (November 24, 2006) – 4 stars (787 funds).
IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (156 funds), 3 years - 4 stars (151 funds), 5 years – 4 stars (146 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (118 funds).
IG BlackRock International Equity F, International Equity category: 1 year - (678 funds), 3 years - 4 stars (601 funds), 5 years – 4 stars (559 funds), 10 year/Since Inception (January 13, 2020) – n/a stars n/a.
IG FI Canadian Equity F, Canadian Equity category: 1 year - (620 funds), 3 years - 3 stars (562 funds), 5 years – 3 stars (482 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (347 funds).
IG JPMorgan Emerging Markets Equity F, Emerging Markets Equity category: 1 year - (265 funds), 3 years - 4 stars (237 funds), 5 years – 3 stars (208 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (134 funds).
IG Mackenzie Canadian Dividend F, Canadian Dividend & Income Equity category: 1 year - (401 funds), 3 years - 3 stars (380 funds), 5 years – 4 stars (351 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (285 funds).
IG Mackenzie Global F, Global Equity category: 1 year - (1878 funds), 3 years - 3 stars (1665 funds), 5 years – 4 stars (1396 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (822 funds).
IG Mackenzie North American Equity F, Canadian Focused Equity category: 1 year - (473 funds), 3 years - 4 stars (446 funds), 5 years – 4 stars (434 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (343 funds).
IG Mackenzie Pacific International F, Asia Pacific Ex-Japan Equity category: 1 year - (34 funds), 3 years - 3 stars (33 funds), 5 years – 5 stars (33 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (33 funds).
IG Putnam US Growth F, Us Equity category: 1 year - (1178 funds), 3 years - 4 stars (1038 funds), 5 years – 3 stars (938 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (625 funds).
IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (75 funds), 3 years - 3 stars (63 funds), 5 years – 4 stars (48 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (30 funds).
IG Mackenzie Global Health Care F, Healthcare Equity category: 1 year - (57 funds), 3 years - 3 stars (53 funds), 5 years – 4 stars (43 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (26 funds).
IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (119 funds), 3 years - 4 stars (114 funds), 5 years – 4 stars (87 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (55 funds).
IG Mackenzie Global Resources F, Natural Resources Equity category: 1 year - (94 funds), 3 years - 5 stars (89 funds), 5 years – 5 stars (83 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (72 funds).
IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (66 funds), 3 years - 5 stars (63 funds), 5 years – 5 stars (59 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (44 funds).
IG Graduation Portfolio F, Canadian Short Term Fixed Income category: 1 year - (230 funds), 3 years - 4 stars (188 funds), 5 years – n/a stars n/a, 10 year/Since Inception (January 30, 2023) – n/a stars n/a.
IG Growth Portfolio - Canadian Equity F, Canadian Focused Equity category: 1 year - (473 funds), 3 years - 4 stars (446 funds), 5 years – 4 stars (434 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (343 funds).
IG Mackenzie U.S. Dollar Fund Global Fixed Income Balanced Series F, Global Fixed Income Balanced category: 1 year - (864 funds), 3 years - 4 stars (798 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 19, 2022) – n/a stars n/a.
IG Mackenzie U.S. Dollar Fund - Global Equity Series F, Global Equity category: 1 year - (1878 funds), 3 years - 3 stars (1665 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 19, 2022) – n/a stars n/a.
IG T. Rowe Price U.S. Large Cap Equity Fund Series F, Us Equity category: 1 year - (1178 funds), 3 years - 3 stars (1038 funds), 5 years – 4 stars (938 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (625 funds).
IG Target Education 2030 Portfolio - Series F, 2030 Target Date Portfolio category: 1 year - (22 funds), 3 years - 4 stars (22 funds), 5 years – n/a stars n/a, 10 year/Since Inception (January 30, 2023) – n/a stars n/a.
IG Target Education 2035 Portfolio F, 2035 Target Date Portfolio category: 1 year - (14 funds), 3 years - 5 stars (14 funds), 5 years – n/a stars n/a, 10 year/Since Inception (January 30, 2023) – n/a stars n/a.
IG Target Education 2040 Portfolio F, 2040 Target Date Portfolio category: 1 year - (13 funds), 3 years - 5 stars (13 funds), 5 years – n/a stars n/a, 10 year/Since Inception (January 30, 2023) – n/a stars n/a.