
Real financial advice.
Backed by real performance.
We help Canadians build a real financial plan, which includes retirement planning, mortgages, estate, tax strategies and more, plus exclusive investment solutions that benefit from some of the world’s top asset managers.
Our top performing investment solutions include 17 five-star rated Morningstar funds. In all, 57 of our funds are four- and five-star rated.
Morningstar Star Ratings reflect performance of Series U (series I for iProfile Funds) as of April 30, 2022 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: IG Core Portfolio Income Series U, Canadian Short Term Fixed Income category: 1 year - (241funds), -2.01% return, 3 years - 5 stars (229 funds), 1.32% return, 5 years – 5 stars (196 funds), 1.77% return, 10 year/Since Inception (July 12, 2013) – n/a stars (97 funds), 2.32% return. IG FI Canadian Equity Class U, Canadian Equity category: 1 year - (595 funds), 13.19% return, 3 years - 5 stars (538 funds), 12.41% return, 5 years – 5 stars (455 funds), 9.99% return, 10 year/Since Inception (July 12, 2013) – n/a stars (240 funds), 10.40% return. IG FI Canadian Equity U, Canadian Equity category: 1 year - (595 funds), 13.22% return, 3 years - 5 stars (538 funds), 12.21% return, 5 years – 5 stars (455 funds), 9.94% return, 10 year/Since Inception (July 12, 2013) – n/a stars (240 funds), 10.27% return. IG JP Morgan Emerging Markets Class U, Emerging Markets Equity category: 1 year - (280 funds), -20.09% return, 3 years - 3 stars (252 funds), 1.09% return, 5 years – 4 stars (193 funds), 4.21% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (90 funds), 6.72% return. IG Mackenzie Floating Rate Income U, Floating Rate Loan category: 1 year - (93 funds), 1.47% return, 3 years - 4 stars (88 funds), 2.04% return, 5 years – 5 stars (67 funds), 3.46% return, 10 year/Since Inception (July 16, 2014) – n/a stars (3 funds), 4.24% return. IG Mackenzie Global Financial Services U, Financial Services Equity category: 1 year - (66 funds), -3.23% return, 3 years - 4 stars (59 funds), 8.45% return, 5 years – 5 stars (47 funds), 8.92% return, 10 year/Since Inception (July 12, 2013) – n/a stars (27 funds), 13.61% return. IG Mackenzie Global Financial Services Class U, Financial Services Equity category: 1 year - (65 funds), 34.23% return, 3 years - 3 stars (58 funds), 15.77% return, 5 years – 4 stars (47 funds), 13.33% return, 10 year/Since Inception (July 12, 2013) – n/a stars (27 funds), 11.87% return. IG Mackenzie Global Natural Resources Class U, Natural Resources Equity category: 1 year - (104 funds), 46.88% return, 3 years - 5 stars (103 funds), 24.38% return, 5 years – 5 stars (92 funds), 14.56% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (61 funds), 8.83% return. IG Mackenzie Global Natural Resources U, Natural Resources Equity category: 1 year - (104 funds), 48.07% return, 3 years - 5 stars (103 funds), 26.05% return, 5 years – 3 stars (92 funds), 11.29% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (61 funds), 3.80% return. IG Mackenzie Global Precious Metals Class U, Precious Metals Equity category: 1 year - (64 funds), -10.67% return, 3 years - 5 stars (61 funds), 30.79% return, 5 years – 5 stars (49 funds), 15.32% return, 10 year/Since Inception (July 12, 2013) – n/a stars (33 funds), 14.69% return. IG Mackenzie Income U, Canadian Fixed Income category: 1 year - (519 funds), -7.12% return, 3 years - 5 stars (4661 funds), 0.07% return, 5 years – 5 stars (388 funds), 1.13% return, 10 year/Since Inception (July 12, 2013) – n/a stars (230 funds), 2.53% return. IG Putnam US Growth Class U, US Equity category: 1 year - (1,390 funds), -4.49% return, 3 years - 5 stars (1,171 funds), 12.86% return, 5 years – 5 stars (946 funds), 15.16% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (404 funds), 17.71% return. IG Putnam US Growth U, US Equity category: 1 year - (1,390 funds), -4.48% return, 3 years - 5 stars (1,171 funds), 12.87% return, 5 years – 5 stars (946 funds), 15.19% return, 10 year/Since Inception (July 12, 2013) – n/a stars (404 funds), 17.81% return. iProfile Emerging Markets Private Class I, Emerging Markets Equity category: 1 year - (280 funds), --19.47% return, 3 years - 4 stars (252 funds), 2.14% return, 5 years – 5 stars (193 funds), 4.88% return, 10 year/Since Inception (March 1, 2013) – n/a stars (90 funds), 6.25% return. iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (280 funds),-19.48 % return, 3 years - 4 stars (252 funds), 2.17% return, 5 years – 5 stars (193 funds), 4.92% return, 10 year/Since Inception (January 15, 2001) – 5 stars (90 funds), 6.74% return. IG Core Portfolio Balanced Growth U, Global Equity Balanced category: 1 year - (1,163 funds), 0.04% return, 3 years - 4 stars (1,049 funds), 5.88% return, 5 years – 4 stars (831 funds), 5.44% return, 10 year/Since Inception (July 12, 2013) – n/a stars (409 funds), 7.93% return. IG Core Portfolio Balanced U, Global Equity Balanced category: 1 year - (1,453 funds), -0.87% return, 3 years - 4 stars (1,276 funds), 4.89% return, 5 years – 4 stars (968 funds), 4.54% return, 10 year/Since Inception (July 12, 2013) – n/a stars (470 funds), 6.35% return. IG Core Portfolio Global Income U, Global Fixed Income category: 1 year - (536 funds), -4.17% return, 3 years - 4 stars (407 funds), 0.47% return, 5 years –4 stars (288 funds), 0.97% return, 10 year/Since Inception (July 16, 2014) – n/a stars (80 funds), 2.65% return. IG Core Portfolio Income Balanced U, Global Neutral Balanced category: 1 year - (1,453 funds), -1.85% return, 3 years - 4 stars (1,276 funds), 4.08% return, 5 years – 4 stars (968 funds), 4.33% return, 10 year/Since Inception (July 12, 2013) – n/a stars (470 funds), 6.04% return. IG Core Portfolio Class Balanced Growth U, Global Equity Balanced category: 1 year - (1,163 funds), -0.25% return, 3 years - 4 stars (1,049 funds), 5.67% return, 5 years – 4 stars (831 funds), 5.23% return, 10 year/Since Inception (July 12, 2013) – n/a stars (409 funds), 7.22% return. IG Core Portfolio Class Balanced U, Global Neutral Balanced category: 1 year - (1,453 funds), -0.97% return, 3 years - 4 stars (1,276 funds), 4.82% return, 5 years – 4 stars (968 funds), 4.42% return, 10 year/Since Inception (July 12, 2013) – n/a stars (470 funds), 5.91% return. IG FI Canadian Equity U, Canadian Equity category: 1 year - (595 funds), 13.22% return, 3 years - 5 stars (538 funds), 12.21% return, 5 years – 5 stars (455 funds), 9.94% return, 10 year/Since Inception (July 7, 2013) – n/a stars (240 funds), 10.27% return. IG Franklin Bissett Canadian Equity Class U, Canadian Equity category: 1 year - (595 funds), 22.34% return, 3 years - 5 stars (538 funds), 11.45% return, 5 years – 4 stars (455 funds), 8.23% return, 10 year/Since Inception (July 7, 2013) – n/a stars (240 funds), 8.89% return. IG Franklin Bissett Canadian Equity U, Canadian Equity category: 1 year - (595 funds), 22.36% return, 3 years - 5 stars (538 funds), 11.46% return, 5 years – 4 stars (455 funds), 8.25% return, 10 year/Since Inception (July 7, 2013) – n/a stars (240 funds), 8.93% return. IG Core Portfolio Income Focus U, Global Fixed Income Balanced category: 1 year - (719 funds), -2.67% return, 3 years - 4 stars (633 funds), 2.69% return, 5 years – 4 stars (458 funds), 3.11% return, 10 year/Since Inception (July 12, 2013) – n/a stars (194 funds), 4.60% return. IG JPMorgan Emerging Markets Class U, Emerging Markets Equity category: 1 year - (280 funds), -20.09% return, 3 years - 3 stars (252 funds), 1.08% return, 5 years – 4 stars (193 funds), 4.21% return, 10 year/Since Inception (November 12, 2018) – n/a stars (90 funds), 6.72% return. IG Mackenzie Canadian Corporate Bond Fund U, Canadian Corporate Fixed Income category: 1 year - (81 funds), -5.58% return, 3 years - 4 stars (74 funds), 1.10% return, 5 years – 4 stars (62 funds), 1.55% return, 10 year/Since Inception (July 12, 2013) – n/a stars (33 funds), 2.76% return. IG Mackenzie Canadian Small/Mid Cap Class Series U, Canadian Small/Mid Cap Equity category: 1 year - (206 funds), 1.79% return, 3 years - 4 stars (185 funds), 13.01% return, 5 years – 4 stars (170 funds), 7.84% return, 10 year/Since Inception (July 12, 2013) – n/a stars (107 funds), 7.73% return. IG Mackenzie Canadian Small/Mid Cap Series U, Canadian Small/Mid Cap Equity category: 1 year - (206 funds), 1.79% return, 3 years - 4 stars (185 funds), 13.04% return, 5 years – 4 stars (170 funds), 7.85% return, 10 year/Since Inception (July 12, 2013) – n/a stars (107 funds), 7.79% return. IG Mackenzie Canadian Dividend & Income Equity U, Canadian Dividend & Income Equity category: 1 year - (433 funds), 15.86% return, 3 years - 3 stars (407 funds), 9.67% return, 5 years – 4 stars (349 funds), 8.23% return, 10 year/Since Inception (July 12, 2013) – n/a stars (197 funds), 6.83% return. IG Mackenzie Global Financial Services U, Financial Services Equity category: 1 year - (66 funds), -3.23% return, 3 years - 3 stars (59 funds), 8.45% return, 5 years – 4 stars (47 funds), 8.92% return, 10 year/Since Inception (July 12, 2013) – n/a stars (27 funds), 11.87% return. IG Mackenzie Global Financial Services Class U, Financial Services Equity category: 1 year - (66 funds), -3.43% return, 3 years - 3 stars (59 funds), 8.24% return, 5 years – 4 stars (47 funds), 8.74% return, 10 year/Since Inception (July 12, 2013) – n/a stars (27 funds), 11.77% return. IG Mackenzie Global Class Series U, Global Equity category: 1 year - (1,878 funds), -0.89% return, 3 years - 4 stars (1,659 funds), 7.53% return, 5 years – 4 stars (1,246 funds), 7.60% return, 10 year/Since Inception (July 12, 2013) – n/a stars (608 funds), 10.21% return. IG Mackenzie Global Dividend Fund U, Global Equity category: 1 year - (1,163 funds), 1.14% return, 3 years - 5 stars (1,049 funds), 6.73% return, 5 years – 4 stars (831 funds), 5.87% return, 10 year/Since Inception (July 12, 2013) – n/a stars (409 funds), 8.27% return. IG Mackenzie Global Infrastructure Class U, Global Infrastructure Equity category: 1 year - (103 funds), 9.04% return, 3 years - 4 stars (91 funds), 7.24% return, 5 years – 5 stars (68 funds), 6.80% return, 10 year/Since Inception (July 12, 2013) – n/a stars (24 funds), 9.55% return. IG Mackenzie Global U, Global Equity category: 1 year - (1,878 funds), -1.07% return, 3 years - 4 stars (1,659 funds), 7.65% return, 5 years – 4 stars (1,246 funds), 7.53% return, 10 year/Since Inception (July 12, 2013) – n/a stars (608 funds), 10.23% return. IG Mackenzie High Yield Fixed Income U, High Yield Fixed Income category: 1 year - (367 funds), -3.03% return, 3 years - 4 stars (316 funds), 2.58% return, 5 years – 4 stars (282 funds), 2.80% return, 10 year/Since Inception (July 12, 2013) – n/a stars (104 funds), 3.68% return. IG Mackenzie Ivy European Class U, European Equity category: 1 year - (168 funds), -9.57% return, 3 years - 4 stars (166 funds), 2.85% return, 5 years – 4 stars (148 funds), 2.79% return, 10 year/Since Inception (July 12, 2013) – n/a stars (66 funds), 5.52% return. IG Mackenzie Ivy European U, European Equity category: 1 year - (168 funds), -9.57% return, 3 years - 4 stars (166 funds), 2.90% return, 5 years – 4 stars (148 funds), 2.86% return, 10 year/Since Inception (July 12, 2013) – n/a stars (66 funds), 5.55% return. IG Mackenzie Mortgage and Short Term Income Fund Series U, Canadian Short Term Fixed Income category: 1 year - (241 funds), -3.05% return, 3 years - 5 stars (229 funds), 1.10% return, 5 years – 5 stars (196 funds), 1.41% return, 10 year/Since Inception (July 12, 2013) – n/a stars (97 funds), 1.70% return. IG Mackenzie Mutual of Canada Series U, Canadian Equity Balanced category: 1 year - (381 funds), 3.69% return, 3 years - 4 stars (339 funds), 7.79% return, 5 years – 4 stars (294 funds), 6.57% return, 10 year/Since Inception (July 12, 2013) – n/a stars (179 funds), 7.76% return. IG Mackenzie Pan Asian Equity Class U, Asia Pacific Equity category: 1 year - (58 funds), -12.13% return, 3 years - 4 stars (56 funds), 3.70% return, 5 years – 4 stars (42 funds), 4.85% return, 10 year/Since Inception (July 12, 2013) – n/a stars (27 funds), 8.36% return. IG Mackenzie Pan Asian Equity U, Asia Pacific Equity category: 1 year - (58 funds), -12.12% return, 3 years - 4 stars (56 funds), 3.75% return, 5 years – 4 stars (42 funds), 4.82% return, 10 year/Since Inception (July 12, 2013) – n/a stars (27 funds), 8.18% return. IG Mackenzie Strategic Income Fund Series U, Canadian Neutral Balanced category: 1 year - (416 funds), 1.38% return, 3 years - 3 stars (396 funds), 4.89% return, 5 years – 4 stars (359 funds), 5.01% return, 10 year/Since Inception (July 12, 2013) – n/a stars (216 funds), 6.34% return. IG Mackenzie U.S. Dividend Registered Fund Series U, Global Equity Balanced category: 1 year - (1,163 funds), 1.58% return, 3 years- 5 stars (1,049 funds), 7.29% return, 5 years – 4 stars (831 funds),6.62% return, 10 year/Since Inception (January 19, 2015) – n/a stars (409 funds), 7.55% return. IG Managed Payout Portfolio U, Global Fixed Income Balanced category: 1 year - (719 funds), -2.88% return, 3 years - 4 stars (633 funds), 1.60% return, 5 years – 4 stars (458 funds), 2.20% return, 10 year/Since Inception (July 13, 2013) – n/a stars (194 funds), 3.65% return. IG Managed Risk Portfolio Class Growth Focus U, Global Equity Balanced category: 1 year - (1,163 funds), 2.74% return, 3 years - 4 stars (1,049 funds), 5.61% return, 5 years – 4 stars (831 funds), 5.43% return, 10 year/Since Inception (July 13, 2015) – n/a stars (409 funds), 5.96% return. IG Managed Risk Portfolio Class Income Balanced U, Global Neutral Balanced category: 1 year - (1,453 funds), 0.91% return, 3 years - 4 stars (1,276 funds), 4.41% return, 5 years – 4 stars (968 funds), 4.38% return, 10 year/Since Inception (July 13, 2015) – n/a stars (470 funds), 4.94% return. IG Managed Risk Portfolio Balanced U, Global Equity Balanced category: 1 year - (1,163 funds), 1.97% return, 3 years - 4 stars (1,049 funds), 5.19% return, 5 years – 4 stars (831 funds), 5.06% return, 10 year/Since Inception (July 13, 2015) – n/a stars (409 funds), 5.58% return. IG Managed Risk Portfolio Class Balanced U, Global Equity Balanced category: 1 year - (1,163 funds), 1.96% return, 3 years - 4 stars (1,049 funds), 5.19% return, 5 years – 4 stars (831 funds), 5.04% return, 10 year/Since Inception (July 13, 2015) – n/a stars (409 funds), 5.56% return. IG Managed Risk Portfolio Income Focus Series U, Global Fixed Income Balanced category: 1 year - (719 funds), -0.96% return, 3 years - 5 stars (633 funds), 3.25% return, 5 years – n/a stars (n/a funds), n/a return, 10 year/Since Inception (November 12, 2018) – n/a stars (194 funds), 4.63% return. IG Putnam U.S. High Yield Income Fund Series U, High Yield Fixed Income category: 1 year - (367 funds), -4.46% return, 3 years - 4 stars (316 funds), 1.94% return, 5 years – 4 stars (282 funds), 2.64% return, 10 year/Since Inception (July 12, 2013) – n/a stars (104 funds), 3.91% return. Investors Income Plus Portfolio U, Canadian Fixed Income Balanced category: 1 year - (434 funds), -3.62% return, 3 years - 3 stars (396 funds), 1.96% return, 5 years – 4 stars (328 funds), 2.32% return, 10 year/Since Inception (July 12, 2013) – n/a stars (209 funds), 3.69% return. iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (536 funds), -4.42% return, 3 years - 5 stars (407 funds), 1.20% return, 5 years – 5 stars (288 funds), 1.57% return, 10 year/Since Inception (January 15, 2001) – 4 stars (80 funds), 4.37% return. iProfile U.S. Equity Private Class Series I, US Equity category: 1 year - (1,390 funds), 3.52% return, 3 years - 5 stars (1,171 funds), 12.17% return, 5 years – 4 stars (946 funds), 11.98% return, 10 year/Since Inception (March 1, 2013) – n/a stars (404 funds), 15.42% return. iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,390 funds), 3.53% return, 3 years - 5 stars (1,171 funds), 12.19% return, 5 years – 4 stars (946 funds), 12.02% return, 10 year/Since Inception (March 1, 2013) – 4 stars (404 funds), 6.48% return. IG Beutel Goodman Canadian Balanced Series U, Canadian Equity Balanced category: 1 year - (381 funds), 3.46% return, 3 years - 3 stars (339 funds), 5.79% return, 5 years – 4 stars (294 funds), 5.58% return, 10 year/Since Inception (July 12, 2013) – n/a stars (179 funds), 7.37% return. IG Mackenzie Pacific International Series U, Asia Pacific ex-Japan equity category: 1 year - (47 funds), -15.78% return, 3 years - 5 stars (47 funds), 2.90% return, 5 years – 5 stars (46 funds), 4.09% return, 10 year/Since Inception (July 12, 2013) – n/a stars (21 funds), 7.63% return. IG Mackenzie Pacific International Class Series U, Asia Pacific ex-Japan equity category: 1 year - (47 funds), -15.70% return, 3 years - 5 stars (47 funds), 2.87% return, 5 years – 5 stars (46 funds), 4.09% return, 10 year/Since Inception (July 12, 2013) – n/a stars (21 funds), 7.69% return. IG Managed Risk Portfolio Growth Focus Series U, Global Equity Balanced category: 1 year - (1,163 funds), 2.75% return, 3 years - 4 stars (1,049 funds), 5.62% return, 5 years – 4 stars (831 funds), 5.44% return, 10 year/Since Inception (July 7, 2015) – n/a stars (409 funds), 5.97% return. IG Managed Risk Portfolio Income Balanced Series U, Global Neutral Balanced category: 1 year - (1,453 funds), 0.92% return, 3 years - 3 stars (1,276 funds), 4.43% return, 5 years – 4 stars (968 funds), 4.40% return, 10 year/Since Inception (July 7, 2015) – n/a stars (470 funds), 4.99% return. An asset allocation service, iProfile is a managed asset program for clients with a minimum of $250,000 invested in the iProfile program. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of January 31, 2022F, including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. © Copyright 2021 Investors Group Inc. Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.