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
★★★★
13.2
16.0
9.1
-
9.3
90
89
89
★★★★★
40.7
29.4
12.7
12.3
9.7
93
92
83
★★★★★
18.9
23.9
14.7
-
14.9
82
90
94
★★★★
-0.8
4.3
1.0
1.9
4.1
64
56
70
★★★★
12.8
16.6
9.6
-
11.0
67
67
78
★★★★
16.3
20.5
12.3
-
11.6
66
69
76
★★★★
16.8
21.1
12.8
-
14.4
68
73
80
★★★★
4.7
9.2
4.4
-
5.1
62
53
73
★★★★
9.3
13.5
7.5
-
8.7
71
67
77
★★★★
16.8
20.2
11.9
9.6
4.9
64
80
79
★★★★
14.2
21.8
14.7
15.4
8.3
52
61
73
★★★★
6.2
10.5
4.8
4.5
4.7
91
89
84
★★★★
9.6
13.2
7.2
7.0
7.3
74
64
71
★★★★
13.3
16.3
9.2
8.8
9.1
72
63
73
★★★★
-1.4
3.4
0.6
1.5
2.4
56
37
62
★★★★
16.6
20.8
12.1
10.8
11.0
67
71
75
★★★★
1.9
4.9
2.5
2.5
2.7
75
69
66
★★★★
5.1
8.9
4.1
4.5
5.0
70
49
68
★★★★
5.5
9.3
4.4
4.2
4.5
77
60
73
★★★★
13.8
17.7
10.4
9.0
8.4
75
79
85
★★★★
12.7
16.8
9.7
8.4
7.9
66
69
78
★★★★
9.0
13.6
7.5
6.9
6.6
67
70
76
★★★★★
5.8
10.7
5.3
-
6.0
81
83
89
★★★★
8.5
15.1
-
-
12.3
60
89
-
★★★★
19.8
23.8
13.7
11.3
10.8
76
87
77
★★★★
15.4
20.1
10.9
9.2
8.9
90
95
89
★★★★
17.3
23.1
13.0
11.5
11.6
72
85
81
★★★★
1.2
5.3
-
-
4.2
61
81
-
★★★★
9.2
14.0
-
-
11.1
90
88
-
★★★★★
14.9
18.6
-
-
15.1
100
100
-
★★★★★
17.7
20.6
-
-
16.9
100
100
-
★★★★
10.7
14.4
-
-
9.3
88
79
-
★★★★
14.4
18.1
-
-
12.2
81
84
-
★★★★
19.3
22.5
-
-
14.5
84
81
-
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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
★★★★
13.6
17.3
10.1
8.2
7.9
89
83
87
★★★★
9.1
15.7
9.6
8.9
9.4
29
53
78
★★★★★
13.8
18.1
10.5
9.3
9.3
90
91
91
★★★★★
9.5
13.7
7.8
7.5
7.3
71
68
79
★★★★★
10.9
17.0
10.8
10.2
9.8
47
73
88
IG Mackenzie U.S. Dollar Fund - Global Fixed Income Balanced Series F
★★★★
3.1
9.0
-
-
5.3
71
85
-
IG Mackenzie U.S. Dollar Fund - Global Neutral Balanced Series F
★★★★
6.3
12.4
-
-
7.7
60
78
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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
★★★★
0.2
6.6
2.4
2.9
3.3
46
77
84
★★★★
4.3
6.2
4.3
4.5
4.5
72
75
64
★★★★★
-1.4
4.8
0.6
1.7
2.5
44
72
86
★★★★
1.9
5.1
2.6
2.4
2.4
75
75
70
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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
★★★★
13.4
22.3
13.9
11.2
11.5
43
60
77
★★★★
17.6
21.2
12.9
-
11.0
70
87
89
★★★★
19.5
22.4
13.6
11.8
11.6
74
66
61
★★★★
36.4
27.3
11.1
11.2
10.4
83
81
60
★★★★
19.8
20.9
13.3
10.8
8.8
70
70
71
★★★★
11.0
19.6
11.7
11.3
11.7
38
61
69
★★★★
18.7
22.6
13.8
12.2
12.2
74
82
78
★★★★
25.8
23.8
11.1
10.4
10.4
31
40
65
★★★★
9.4
24.6
14.6
18.2
18.5
30
81
71
★★★★
15.4
21.3
14.1
13.9
14.5
58
57
66
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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
★★★★
18.8
29.5
18.4
16.7
15.6
44
51
80
★★★★
20.5
10.0
7.8
9.2
11.1
66
57
79
★★★★★
7.9
18.0
11.2
9.5
10.2
73
83
86
★★★★★
39.9
27.9
22.9
13.8
8.7
84
69
90
★★★★★
33.4
65.4
34.5
20.0
20.3
78
89
84
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of September 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 - (286 funds), 3 years - 5 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 - (241 funds), 3 years - 5 stars (220 funds), 5 years – 4 stars (197 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (115 funds).
iProfile Global Equity F, Global Equity category: 1 year - (1835 funds), 3 years - 4 stars (1620 funds), 5 years – 4 stars (1411 funds), 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile Global Equity Balanced I, Global Equity Balanced category: 1 year - (1114 funds), 3 years - 4 stars (1041 funds), 5 years – 4 stars (910 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 - (850 funds), 3 years - 3 stars (789 funds), 5 years – 4 stars (730 funds), 10 year/Since Inception (June 22, 2020) – n/a stars n/a.
iProfile Global Neutral Balanced I, Global Neutral Balanced category: 1 year - (1579 funds), 3 years - 4 stars (1451 funds), 5 years – 4 stars (1308 funds), 10 year/Since Inception (June 22, 2020) – n/a stars n/a.
iProfile ETF Private Pool I, Global Equity category: 1 year - (1835 funds), 3 years - 5 stars (1620 funds), 5 years – 5 stars (1411 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 - (333 funds), 3 years - 3 stars (302 funds), 5 years – 3 stars (242 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (114 funds).
iProfile Global Equity Balanced F, Global Equity Balanced category: 1 year - (1114 funds), 3 years - 3 stars (1041 funds), 5 years – 4 stars (910 funds), 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile Global Equity I, Global Equity category: 1 year - (1835 funds), 3 years - 4 stars (1620 funds), 5 years – 4 stars (1411 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 - (850 funds), 3 years - 3 stars (789 funds), 5 years – 3 stars (730 funds), 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1579 funds), 3 years - 3 stars (1451 funds), 5 years – 4 stars (1308 funds), 10 year/Since Inception (August 9, 2021) – n/a stars n/a.
iProfile International Equity Private Pool I, International Equity category: 1 year - (680 funds), 3 years - 4 stars (593 funds), 5 years – 4 stars (547 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (364 funds).
iProfile U.S. Equity Private Pool I, Us Equity category: 1 year - (1194 funds), 3 years - 3 stars (1049 funds), 5 years – 4 stars (931 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (627 funds).
IG Growth Portfolio - Canadian Income Balanced Series F, Canadian Fixed Income Balanced category: 1 year - (359 funds), 3 years - 4 stars (351 funds), 5 years – 4 stars (332 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (234 funds).
IG Strategic Wealth Portfolio - Balanced Series F, Global Neutral Balanced category: 1 year - (1579 funds), 3 years - 3 stars (1451 funds), 5 years – 4 stars (1308 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (792 funds).
IG Strategic Wealth Portfolio - Balanced Growth Series F, Global Equity Balanced category: 1 year - (1114 funds), 3 years - 3 stars (1041 funds), 5 years – 4 stars (910 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (608 funds).
IG Strategic Wealth Portfolio - Growth Series F, Global Equity category: 1 year - (1835 funds), 3 years - 4 stars (1620 funds), 5 years – 4 stars (1411 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (827 funds).
IG Income Portfolio - Short Duration Series F, Canadian Short Term Fixed Income category: 1 year - (245 funds), 3 years - 4 stars (189 funds), 5 years – 4 stars (165 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (125 funds).
IG Strategic Wealth Portfolio - Income Focus Series F, Global Fixed Income Balanced category: 1 year - (850 funds), 3 years - 3 stars (789 funds), 5 years – 4 stars (730 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (433 funds).
IG Income Portfolio - Core Series F, Global Fixed Income Balanced category: 1 year - (850 funds), 3 years - 3 stars (789 funds), 5 years – 4 stars (730 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (433 funds).
IG Income Portfolio - Global Income Series F, Global Core Plus Fixed Income category: 1 year - (333 funds), 3 years - 3 stars (302 funds), 5 years – 3 stars (242 funds), 10 year/Since Inception (July 16, 2014) – 4 stars (114 funds).
IG Low Volatility Portfolio - Growth F, Global Equity Balanced category: 1 year - (1114 funds), 3 years - 4 stars (1041 funds), 5 years – 4 stars (910 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (608 funds).
IG Low Volatility Portfolio - Balanced F, Global Equity Balanced category: 1 year - (1114 funds), 3 years - 4 stars (1041 funds), 5 years – 4 stars (910 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (608 funds).
IG Low Volatility Portfolio - Income Balanced F, Global Neutral Balanced category: 1 year - (1579 funds), 3 years - 4 stars (1451 funds), 5 years – 4 stars (1308 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (792 funds).
IG Low Volatility Portfolio - Income Focus F, Global Fixed Income Balanced category: 1 year - (850 funds), 3 years - 4 stars (789 funds), 5 years – 5 stars (730 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 - (1835 funds), 3 years - 3 stars (1620 funds), 5 years – 3 stars (1411 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 - (1579 funds), 3 years - 4 stars (1451 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 - (1114 funds), 3 years - 5 stars (1041 funds), 5 years – 4 stars (910 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (608 funds).
IG Growth Portfolio – Global Equity F, Global Equity category: 1 year - (1835 funds), 3 years - 4 stars (1620 funds), 5 years – 4 stars (1411 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (827 funds).
IG US Taxpayer Portfolio – Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1579 funds), 3 years - 4 stars (1451 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 - (1114 funds), 3 years - 4 stars (1041 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 - (1835 funds), 3 years - 4 stars (1620 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 - (301 funds), 3 years - 4 stars (280 funds), 5 years – 4 stars (273 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (220 funds).
IG Mackenzie Global Dividend Fund F, Global Equity Balanced category: 1 year - (1114 funds), 3 years - 3 stars (1041 funds), 5 years – 4 stars (910 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (608 funds).
IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (301 funds), 3 years - 5 stars (280 funds), 5 years – 5 stars (273 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (220 funds).
IG Mackenzie Strategic Income F, Canadian Neutral Balanced category: 1 year - (403 funds), 3 years - 4 stars (381 funds), 5 years – 4 stars (345 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 - (1114 funds), 3 years - 4 stars (1041 funds), 5 years – 4 stars (910 funds), 10 year/Since Inception (January 19, 2015) – 5 stars (608 funds).
IG Mackenzie US Dollar Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1579 funds), 3 years - 4 stars (1451 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 - (133 funds), 3 years - 4 stars (93 funds), 5 years – 4 stars (82 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (59 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 (57 funds).
IG Mackenzie Canadian Bond F, Canadian Fixed Income category: 1 year - (387 funds), 3 years - 4 stars (346 funds), 5 years – 4 stars (322 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (226 funds).
IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (245 funds), 3 years - 4 stars (189 funds), 5 years – 4 stars (165 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (125 funds).
Mackenzie Global Strategic Income F, Global Neutral Balanced category: 1 year - (1579 funds), 3 years - 3 stars (1451 funds), 5 years – 4 stars (1308 funds), 10 year/Since Inception (November 24, 2006) – 4 stars (792 funds).
IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (156 funds), 3 years - 3 stars (150 funds), 5 years – 4 stars (148 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (118 funds).
IG BlackRock International Equity F, International Equity category: 1 year - (680 funds), 3 years - 4 stars (593 funds), 5 years – 4 stars (547 funds), 10 year/Since Inception (January 13, 2020) – n/a stars n/a.
IG FI Canadian Equity F, Canadian Equity category: 1 year - (622 funds), 3 years - 3 stars (556 funds), 5 years – 3 stars (500 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (346 funds).
IG JPMorgan Emerging Markets Equity F, Emerging Markets Equity category: 1 year - (241 funds), 3 years - 4 stars (220 funds), 5 years – 3 stars (197 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (115 funds).
IG Mackenzie Canadian Dividend F, Canadian Dividend & Income Equity category: 1 year - (393 funds), 3 years - 4 stars (371 funds), 5 years – 4 stars (346 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (277 funds).
IG Mackenzie Global F, Global Equity category: 1 year - (1835 funds), 3 years - 3 stars (1620 funds), 5 years – 4 stars (1411 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (827 funds).
IG Mackenzie North American Equity F, Canadian Focused Equity category: 1 year - (479 funds), 3 years - 4 stars (451 funds), 5 years – 4 stars (435 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (348 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 - (1194 funds), 3 years - 4 stars (1049 funds), 5 years – 3 stars (931 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (627 funds).
IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (77 funds), 3 years - 3 stars (67 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 (44 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (26 funds).
IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (122 funds), 3 years - 5 stars (115 funds), 5 years – 5 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 - (95 funds), 3 years - 4 stars (90 funds), 5 years – 5 stars (83 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (73 funds).
IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (67 funds), 3 years - 5 stars (63 funds), 5 years – 5 stars (59 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (45 funds).
IG Graduation Portfolio F, Canadian Short Term Fixed Income category: 1 year - (245 funds), 3 years - 4 stars (189 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 - (479 funds), 3 years - 4 stars (451 funds), 5 years – 4 stars (435 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (348 funds).
IG Mackenzie U.S. Dollar Fund Global Fixed Income Balanced Series F, Global Fixed Income Balanced category: 1 year - (850 funds), 3 years - 4 stars (789 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 - (1835 funds), 3 years - 3 stars (1620 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 - (1194 funds), 3 years - 3 stars (1049 funds), 5 years – 4 stars (931 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (627 funds).
IG Target Education 2030 Portfolio - Series F, 2030 Target Date Portfolio category: 1 year - (23 funds), 3 years - 4 stars (19 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 - (16 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 - (15 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.