Bursting with performance

Morningstar Star Ratings reflect performance of Series U (series I for iProfile Funds) as of April 30, 2024 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 Advisor. 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 Global Fixed Income Balanced, Global Fixed Income Balanced category: 1 year - (851 funds), 3.52% return, 3 years - 4 stars (760 funds), 0.92% return, 5 years – n/a stars (634 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (275 funds), n/a % return. iProfile Global Neutral Balanced, Global Neutral Balanced category: 1 year - (1,573 funds), 5.77% return, 3 years - 4 stars (1,309 funds), 3.94% return, 5 years – n/a stars (1138 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (592 funds), n/a% return. iProfile Global Equity Balanced, Global Equity Balanced category: 1 year - (1,196 funds), 7.07% return, 3 years - 4 stars (1,019 funds), 5.62% return, 5 years – n/a stars (856 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (462 funds), n/a% return. iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (453 funds), 1.49% return, 3 years - 4 stars (308 funds), -2.10% return, 5 years – 4 stars (220 funds), 1.29% return, 10 year/Since Inception (January 15, 2001) – 5 stars (79 funds), 2.32% return. iProfile International Equity Pr Pl I, International Equity category: 1 year - (635 funds), 17.92% return, 3 years - 4 stars (586 funds), 8.13% return, 5 years – 4 stars (505 funds), 6.14% return, 10 year/Since Inception (January 15, 2001) – 3 stars (246 funds), 5.41% return. iProfile Global Equity I, Global Equity category: 1 year - (1,918 funds), 9.73% return, 3 years - 4 stars (1,608 funds), 8.42% return, 5 years – n/a stars (1,414 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (649 funds), n/a% return. iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,359 funds), 11.60% return, 3 years - 4 stars (1,221 funds), 11.75% return, 5 years – 4 stars (1,012 funds), 12.19% return, 10 year/Since Inception (March 1, 2013) – 5 stars (512 funds), 13.56% return. iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (269 funds), 13.46% return, 3 years - 3 stars (227 funds), -3.34% return, 5 years – 5 stars (203 funds), 5.24% return, 10 year/Since Inception (January 15, 2001) – 5 stars (105 funds), 5.80% return. IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1,573 funds), 4.89% return, 3 years - 4 stars (1,309 funds), 4.06% return, 5 years – 4 stars (1,138 funds), n/a return, 10 year/Since Inception (January 7, 2019) – 4 stars (592 funds), n/a return. IG Core Portfolio Balanced Growth F, Global Equity Balanced category: 1 year - (1,196 funds), 5.85% return, 3 years - 4 stars (1,019 funds), 5.77% return, 5 years – n/a stars (856 funds), n/a return, 10 year/Since Inception (January 7, 2019) – n/a stars (462 funds), n/a return. IG Core Portfolio Global Income F, Global Fixed Income category: 1 year - (453 funds), 2.07% return, 3 years - 4 stars (308 funds), -1.69% return, 5 years –4 stars (220 funds), 0.98% return, 10 year/Since Inception (July 16, 2014) – n/a stars (79 funds), n/a % return. IG Core Portfolio Growth F, Global Equity category: 1 year - (1,918 funds), 10.64% return, 3 years - 4 stars (1,608 funds), 7.67% return, 5 years – 4 stars (1,414 funds), 7.52% return, 10 year/Since Inception (July 12, 2013) – 3 stars (649 funds), 7.60% return.IG Core Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,573 funds), 4.06% return, 3 years - 4 stars (1,309 funds), 2.86% return, 5 years – 4 stars (1,138 funds), 4.04 % return, 10 year/Since Inception (July 12, 2013) – 4 stars (592 funds), 4.90 % return. IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (235 funds), 2.29% return, 3 years - 5 stars (214 funds), -0.22% return, 5 years – 5 stars (199 funds), 1.73 % return, 10 year/Since Inception (July 12, 2013) – 5 stars (130 funds), 2.06% return. IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (851 funds), 2.73% return, 3 years - 4 stars (760 funds), 0.79% return, 5 years – 4 stars (634 funds), 2.70% return, 10 year/Since Inception (July 12, 2013) – 4 stars (275 funds), 3.64 % return. IG Managed Payout Portfolio F, Global Fixed Income Balanced category: 1 year - (851 funds), 3.20% return, 3 years - 4 stars (760 funds), -0.22% return, 5 years – 4 stars (634 funds), 1.90% return, 10 year/Since Inception (July 12, 2013) – 4 stars (275 funds), 2.83% return. IG Managed Risk Portfolio Growth Focus F, Global Equity Balanced category: 1 year - (1,196 funds), 5.93% return, 3 years - 4 stars (1,019 funds), 5.51% return, 5 years – 4 stars (856 funds), 5.56% return, 10 year/Since Inception (July 13, 2015) – n/a stars (462 funds), n/a % return. IG Managed Risk Portfolio Balanced F, Global Equity Balanced category: 1 year - (1,196 funds), 5.55% return, 3 years - 4 stars (1,019 funds), 4.63% return, 5 years – 4 stars (856 funds), 5.12% return, 10 year/Since Inception (July 13, 2015) – n/a stars (462 funds), n/a% return. IG Managed Risk Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,573 funds), 4.46% return, 3 years - 4 stars (1,309 funds), 3.09% return, 5 years – 4 stars (1,138 funds), 4.23% return, 10 year/Since Inception (July 13, 2015) – n/a stars (592 funds), n/a % return. IG Managed Risk Portfolio Income Focus Series F, Global Fixed Income Balanced category: 1 year - (851 funds), 3.60% return, 3 years - 5 stars (760 funds), 1.03% return, 5 years – 5 stars (634 funds), n/a % return, 10 year/Since Inception (November 12, 2018) – n/a stars (275 funds), n/a % return. Balanced category: IG Beutel Goodman Canadian Balanced F, Canadian Equity Balanced category: 1 year - (346 funds), 0.88% return, 3 years - 3 stars (335 funds), 5.72% return, 5 years – 3 stars (292 funds), 4.77% return, 10 year/Since Inception (July 12, 2013) – 4 stars (203 funds), 5.80% return.IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1,196 funds), 8.33% return, 3 years - 4 stars (1,019 funds), 5.88% return, 5 years – 5 stars (856 funds), 7.24% return, 10 year/Since Inception (July 12, 2013) – 5 stars (462 funds), 7.21% return. IG Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year - (388 funds), 3.52% return, 3 years - 4 stars (358 funds), 4.41% return, 5 years – 4 stars (334 funds), 4.47% return, 10 year/Since Inception (July 12, 2013) – 4 stars (253 funds), 5.16% return. IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (346 funds), 4.65% return, 3 years - 4 stars (335 funds), 6.87% return, 5 years – 4 stars (292 funds), 6.35% return, 10 year/Since Inception (July 12, 2013) – 5 stars (203 funds), 6.28% return. IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,196 funds), 12.39% return, 3 years- 5 stars (1,019 funds), 9.43% return, 5 years – 5 stars (856 funds), 8.11% return, 10 year/Since Inception (January 19, 2015) – n/a stars (462 funds), n/a% return. Fixed Income category: IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (75 funds), 3.78% return, 3 years - 4 stars (61 funds), -1.74% return, 5 years – 5 stars (56 funds), 1.87% return, 10 year/Since Inception (July 12, 2013) – 5 stars (39 funds), 2.36% return. IG Mackenzie High Yield Fixed Income F, High Yield Fixed Income category: 1 year - (265 funds), 5.10% return, 3 years - 4 stars (243 funds), 1.27% return, 5 years – 4 stars (225 funds), 2.43% return, 10 year/Since Inception (July 12, 2013) – 4 stars (155 funds), 2.99% return. IG Mackenzie Income F, Canadian Fixed Income category: 1 year - (516 funds), 1.41% return, 3 years - 4 stars (473 funds), 4.07% return, 5 years – 5 stars (416 funds), 0.71% return, 10 year/Since Inception (July 12, 2013) – 5 stars (260 funds), 1.88% return. IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (235 funds), 3.61% return, 3 years - 4 stars (214 funds), -2.37% return, 5 years – 4 stars (199 funds), 1.56% return, 10 year/Since Inception (July 12, 2013) – 4 stars (130 funds), 1.59% return. IG Mackenzie Global Bond F, Global Fixed Income category: 1 year - (453 funds), 0.69% return, 3 years - 3 stars (308 funds), -3.86% return, 5 years – 4 stars (220 funds), 0.12% return, 10 year/Since Inception (July 12, 2013) – 4 stars (79 funds), 2.07% return. Equity category: IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (184 funds), 7.88% return, 3 years - 5 stars (166 funds), 12.61% return, 5 years – 4 stars (155 funds), 8.49% return, 10 year/Since Inception (July 12, 2013) – 4 stars (116 funds), 7.25% return. IG BlackRock International Equity F, International Equity category: 1 year - (635 funds), 18.67% return, 3 years - 4 stars (586 funds), 7.81% return, 5 years – n/a stars (505 funds), n/a % return, 10 year/Since Inception (January 1, 2020) – n/a stars (246 funds), n/a % return. IG FI Canadian Equity F, Canadian Equity category: 1 year - (602 funds), -0.30% return, 3 years - 3 stars (510 funds), 9.43% return, 5 years – 5 stars (451 funds), 7.59% return, 10 year/Since Inception (July 12, 2013) – 5 stars (278 funds), 9.24% return. IG Franklin Bissett Canadian Equity F, Canadian Equity category: 1 year - (602 funds), 0.12% return, 3 years - 4 stars (510 funds), 12.79% return, 5 years – 4 stars (451 funds), 8.10% return, 10 year/Since Inception (July 7, 2013) – 4 stars (278 funds), 6.70% return. IG Mackenzie Canadian Equity Fund F, Canadian Equity category: 1 year - (602 funds), 1.90% return, 3 years - 4 stars (510 funds), 11.29% return, 5 years – 4 stars (451 funds), 8.13% return, 10 year/Since Inception (July 12, 2013) – 4 stars (278 funds), 7.14% return. IG Mackenzie Canadian Small/Mid Cap Series F, Canadian Small/Mid Cap Equity category: 1 year - (184 funds), -1.30% return, 3 years - 4 stars (166 funds), 9.70% return, 5 years – 4 stars (155 funds), 8.07% return, 10 year/Since Inception (July 12, 2013) – 4 stars (116 funds), 5.75% return. IG Mackenzie European Equity Class F, European Equity category: 1 year - (113 funds), 19.00% return, 3 years - 4 stars (112 funds), 10.09% return, 5 years – 4 stars (108 funds), 5.47% return, 10 year/Since Inception (July 12, 2013) – 4 stars (65 funds), 5.36% return. IG Mackenzie Global Series F, Global Equity category: 1 year - (1,918 funds), 10.40% return, 3 years - 3 stars (1,608 funds), 6.98% return, 5 years – 4 stars (1,414 funds), 8.85% return, 10 year/Since Inception (July 12, 2013) – 4 stars (649 funds), 8.98% return. Speciality category: IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (68 funds), 12.76% return, 3 years - 5 stars (59 funds), 18.27% return, 5 years – 5 stars (51 funds), 10.17% return, 10 year/Since Inception (July 12, 2013) – 5 stars (29 funds), 11.35% return. IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (126 funds), 1.09% return, 3 years - 4 stars (98 funds), 6.48% return, 5 years – 5 stars (84 funds), 5.77% return, 10 year/Since Inception (July 12, 2013) – 5 stars (37 funds), 7.46% return. IG Mackenzie Global Natural Resources F, Natural Resources Equity category: 1 year - (109 funds), 10.34% return, 3 years – 5 stars (103 funds), 29.58% return, 5 years – 5 stars (102 funds), 15.04% return, 10 year/ Since Inception (July 12, 2013) – 2 stars (70 funds), 2.64% return. IG Mackenzie Global Precious Metals Class F, Precious Metals Equity category: 1 year - (60 funds), 14.83% return, 3 years - 4 stars (59 funds), -5.24% return, 5 years – 5 stars (50 funds), 14.77% return, 10 year/Since Inception (July 12, 2013) – 5 stars (43 funds), 9.38% return. IG Mackenzie North American Equity F, Canadian Focused Equity category: 1 year - (512 funds), 6.70% return, 3 years - 3 stars (498 funds), 10.24% return, 5 years – 4 stars (477 funds), 8.38% return, 10 year/Since Inception (July 12, 2013) – 4 stars (323 funds), 8.71% return. IG Mackenzie Pacific International Series F, Asia Pacific ex-Japan equity category: 1 year - (44 funds), 18.14% return, 3 years - 5 stars (43 funds), -0.89% return, 5 years – 5 stars (43 funds), 5.58% return, 10 year/Since Inception (July 12, 2013) – 5 stars (38 funds), 6.06% return. IG Mackenzie Pan Asian Equity Class F, Asia Pacific Equity category: 1 year - (48 funds), 16.27% return, 3 years - 5 stars (48 funds), 0.61% return, 5 years – 4 stars (46 funds), 5.21% return, 10 year/Since Inception (July 12, 2013) – 5 stars (26 funds), 6.76% return. IG Mackenzie U.S. Opportunities F, US Small/Mid Cap Equity category: 1 year - (278 funds), -7.07% return, 3 years - 3 stars (246 funds), 4.11% return, 5 years – 3 stars (178 funds), 4.10% return, 10 year/Since Inception (July 12, 2013) – 4 stars (112 funds), 8.61% return. IG Putnam US Growth F, US Equity category: 1 year - (1,359 funds), 21.86% return, 3 years - 2 stars (1,221 funds), 7.45% return, 5 years – 5 stars (1,012 funds), 14.24% return, 10 year/ Since Inception (July 12, 2013) – 5 stars (513 funds), 16.33% return. IG T. Rowe Price US Large Cap Equity F, US Equity category: 1 year - (1,359 funds), 11.59% return, 3 years - 4 stars (1,221 funds), 10.94% return, 5 years – 4 stars (1,012 funds), 10.84% return, 10 year/Since Inception (July 7, 2015) – 4 stars (512 funds), 12.50% return.

About the Fundata FundGrade A+ Rating
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. IG Mackenzie Global Financial Services Fund was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Financial Services Equity category out of a total of 47 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 14.39% (1 year), 13.78% (3 years), 12.67% (5 years), 11.53% (10 years) and 12.48% (since inception- July 2013). IG Mackenzie Global Natural Resources Fund II was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Natural Resources Equity category out of a total of 67 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 7.04 % (1 year), 23.27 % (3 years), 17.34 % (5 years), 7.63 % (10 years) and 7.91 % (since inception- July 2013). IG Mackenzie Pacific International Fund was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Asia Pacific ex-Japan Equity category out of a total of 32 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 4.80 % (1 year), -2.55 % (3 years), 5.48 % (5 years), 6.44 % (10 years) and 7.03 % (since inception- July 2013). IG Mackenzie U.S. Dividend Registered Fund was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 704 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 17.35 % (1 year), 8.26 % (3 years), 10.48 % (5 years) and 7.93 % (since inception- January 2015). iProfile Emerging Markets Private Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Emerging Markets Equity category out of a total of 146 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 7.24 % (1 year), -5.33 % (3 years), 5.13 % (5 years), 6.64 % (10 years) and 7.49 % (since inception- January 2001). iProfile Fixed Income Private Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income category out of a total of 219 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 5.39 % (1 year), -0.94 % (3 years), 2.19 % (5 years), 2.89 % (10 years) and 4.22 % (since inception- January 2001). iProfile Portfolio - Global Equity Balanced was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 704 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 11.83 % (1 year), 5.12 % (3 years) and 7.64 % (since inception- June 2020). iProfile Portfolio - Global Fixed Income Balanced was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income Balanced category out of a total of 488 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 7.92 % (1 year), 1.44 % (3 years) and 3.12 % (since inception- June 2020). iProfile Portfolio - Global Neutral Balanced was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Neutral Balanced category out of a total of 888 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 10.35 % (1 year), 3.82 % (3 years) and 5.96 % (since inception- June 2020). iProfile U.S. Equity Private Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the U.S. Equity category out of a total of 794 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 22.53 % (1 year), 10.86 % (3 years), 15.06 % (5 years), 13.63 % (10 years) and 6.92 % (since inception- January 2001).