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Morningstar Star Ratings reflect performance of Series U (series I for iProfile Funds) as of June 30, 2021 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 Beutel Goodman Canadian Balanced, Canadian Equity Balanced: 1 year - (414 funds), 23.36% return, 3 years - 3 stars (374 funds), 7.72% return, 5 years –  4 stars (300 funds) 8.14% return, 10 year/Since Inception –  n/a stars (162 funds) 8.16% return.

IG Core Portfolio Balanced Growth, Global Equity Balanced: 1 year - (1219 funds), 22.4% return, 3 years - 3 stars (1055 funds), 8.37% return, 5 years –  4 stars (885 funds) 9.31% return, 10 year/Since Inception –  n/a stars (358 funds) 9.22% return. 

IG Core Portfolio Balanced, Global Neutral Balanced: 1 year - (1579 funds), 17.71% return, 3 years - 3 stars (1367 funds), 7.56% return, 5 years –  4 stars (1072 funds) 7.29% return, 10 year/Since Inception –  n/a stars (416 funds) 7.52% return.

IG Core Portfolio Global Income, Global Fixed Income: 1 year - (564 funds), 3.61% return, 3 years - 4 stars (443 funds), 3.73% return, 5 years –  4 stars (278 funds) 2.89% return, 10 year/Since Inception –  n/a stars (66 funds) 3.78% return.

IG Core Portfolio Income Balanced, Canadian Fixed Income Balanced: 1 year - (609 funds), 14.68% return, 3 years - 4 stars (567 funds), 6.97% return, 5 years –  4 stars (507 funds) 7.13% return, 10 year/Since Inception –  n/a stars (203 funds) 7.24% return.

IG Core Portfolio Income Focus, Canadian Fixed Income Balanced: 1 year - (528 funds), 9.47% return, 3 years - 4 stars (450 funds), 5.64% return, 5 years –  5 stars (384 funds) 5.34% return, 10 year/Since Inception –  n/a stars (191 funds) 5.68% return.

IG Core Portfolio Global Income, Global Fixed Income: 1 year - (250 funds), 1.86% return, 3 years - 5 stars (231 funds), 3.38% return, 5 years –  5 stars (197 funds) 2.65% return, 10 year/Since Inception –  n/a stars (86 funds) 2.89% return.

IG FI Canadian Equity, Canadian Equity: 1 year - (690 funds), 30.14% return, 3 years - 5 stars (602 funds), 11.88% return, 5 years –  5 stars (489 funds) 10.62% return, 10 year/Since Inception –  n/a stars (226 funds) 10.42% return.

IG JPMorgan Emerging Markets Class, Emerging Markets Equity: 1 year - (290 funds), 31.87% return, 3 years - 5 stars (233 funds), 13.01% return, 5 years –  3 stars (167 funds) 14.27% return, 10 year/Since Inception –  n/a stars (80 funds) 10.91% return.

IG Mackenzie Canadian Corp Bond Fund, Canadian Corporate Fixed Income: 1 year - (107 funds), 1.57% return, 3 years - 3 stars (100 funds), 4.85% return, 5 years –  4 stars (80 funds) 3.42% return, 10 year/Since Inception –  n/a stars (27 funds) 3.91% return.

IG Mackenzie Canadian Dividend & Income Equity Fund, Canadian Dividend & Income Equity: 1 year - (534 funds), 32.78% return, 3 years - 4 stars (479 funds), 9.01% return, 5 years –  4 stars (412 funds) 9.09% return, 10 year/Since Inception –  n/a stars (186 funds) 6.14% return.

IG Mackenzie High Yield Fixed Income, High Yield Fixed Income: 1 year - (452 funds), 13% return, 3 years - 4 stars (406 funds), 5.59% return, 5 years –  4 stars (322 funds) 5.25% return, 10 year/Since Inception –  n/a stars (83 funds) 4.69% return. 

IG Mackenzie Canadian Small/Mid Cap, Canadian Small/Mid Cap Equity: 1 year - (201 funds), 49.08% return, 3 years - 4 stars (189 funds), 12.01% return, 5 years –  4 stars (177 funds) 11.45% return, 10 year/Since Inception –  n/a stars (105 funds) 8.94% return.

IG Mackenzie Floating Rate, Floating Rate Loan: 1 year - (109 funds), 10.86% return, 3 years - 4 stars (92 funds), 3.04% return, 5 years –  4 stars (80 funds) 5.37% return, 10 year/Since Inception –  n/a stars (4 funds) 4.67% return.

IG Mackenzie Global Dividend Fund, Global Equity Balanced: 1 year - (1219 funds), 15.47% return, 3 years - 5 stars (1055 funds), 9.76% return, 5 years –  5 stars (885 funds) 8.22% return, 10 year/Since Inception –  n/a stars (358 funds) 9.37% return.

IG Mackenzie Global Financial Services, Financial Services Equity: 1 year - (75 funds), 50.53% return, 3 years - 5 stars (71 funds), 13% return, 5 years –  5 stars (53 funds) 15.66% return, 10 year/Since Inception –  n/a stars (24 funds) 13.71% return.

IG Mackenzie Global Infrastructure Class, Global Infrastructure Equity: 1 year - (100 funds), 10.39% return, 3 years - 4 stars (74 funds), 7.16% return, 5 years –  4 stars (65 funds) 8.08% return, 10 year/Since Inception –  n/a stars (22 funds) 9.42% return.

IG Mackenzie Global Natural Resources Class, Natural Resources Equity: 1 year - (127 funds), 66.63% return, 3 years - 5 stars (123 funds), 9.47% return, 5 years –  5 stars (108 funds) 10.55% return, 10 year/Since Inception –  n/a stars (54 funds) 5.88% return.

IG Mackenzie Global Precious Metals Class, Precious Metals Equity: 1 year - (61 funds), 0.94% return, 3 years - 5 stars (50 funds), 24.48% return, 5 years –  5 stars (45 funds) 10.26% return, 10 year/Since Inception –  n/a stars (31 funds) 14.73% return.

IG Mackenzie Income, Canadian Fixed Income: 1 year - (525 funds), -1.47% return, 3 years - 5 stars (457 funds), 4.43% return, 5 years –  5 stars (375 funds) 3.07% return, 10 year/Since Inception –  n/a stars (196 funds) 3.87% return.

IG Mackenzie Ivy European, European Equity: 1 year - (189 funds), 28.64% return, 3 years - 4 stars (174 funds), 9.22% return, 5 years –  4 stars (141 funds) 6.69% return, 10 year/Since Inception –  n/a stars (63 funds) 7.69% return.

IG Mackenzie Mortgage & Short Term Income, Canadian Short Term Fixed Income: 1 year - (250 funds), 2.07% return, 3 years - 4 stars (231 funds), 3.17% return, 5 years –  4 stars (197 funds) 2.25% return, 10 year/Since Inception –  n/a stars (86 funds) 2.26% return.

IG Mackenzie Mutual of Canada, Canadian Equity Balanced: 1 year - (414 funds), 26.08% return, 3 years - 4 stars (374 funds), 10.25% return, 5 years –  4 stars (300 funds) 8.95% return, 10 year/Since Inception –  n/a stars (162 funds) 8.68% return.

IG Mackenzie North American Equity, Canadian Focused Equity: 1 year - (655 funds), 34.27% return, 3 years - 4 stars (587 funds), 11.33% return, 5 years –  4 stars (487 funds) 11.71% return, 10 year/Since Inception –  n/a stars (231 funds) 11.48% return.

IG Mackenzie Pan Asian Eq Class, Asia Pacific Equity: 1 year - (74 funds), 26.29% return, 3 years - 3 stars (60 funds), 9.3% return, 5 years –  5 stars (57 funds) 15.7% return, 10 year/Since Inception –  n/a stars (27 funds) 13.33% return.

IG Mackenzie Strategic Income, Canadian Neutral Balanced: 1 year - (609 funds), 16.96% return, 3 years - 3 stars (567 funds), 7.16% return, 5 years –  5 stars (507 funds) 7.91% return, 10 year/Since Inception –  n/a stars (203 funds) 7.15% return.

IG Mackenzie U.S. Dividend Registered, Global Equity Balanced: 1 year - (1219 funds), 27.25% return, 3 years - 4 stars (1055 funds), 10.23% return, 5 years –  5 stars (885 funds) 9.59% return, 10 year/Since Inception –  n/a stars (358 funds) 9.03% return.

IG Managed Risk Portfolio Income Balanced, Global Neutral Balanced: 1 year - (1579 funds), 12.85% return, 3 years - 4 stars (1367 funds), 6.56% return, 5 years –  4 stars (1072 funds) 6.92% return, 10 year/Since Inception –  n/a stars (416 funds) 6.03% return.

IG Putnam US Growth Class, US Equity: 1 year - (1673 funds), 22.83% return, 3 years - 5 stars (1354 funds), 22.35% return, 5 years –  5 stars (1023 funds) 23.48% return, 10 year/Since Inception –  n/a stars (358 funds) 21.32% return.

IG Putnam US High Yield Income, High Yield Fixed Income: 1 year - (452 funds), 13.7% return, 3 years - 5 stars (406 funds), 5.56% return, 5 years –  5 stars (322 funds) 5.92% return, 10 year/Since Inception –  n/a stars (83 funds) 5.12% return.

Investors Growth Plus Portfolio, Global Equity Balanced: 1 year - (1219 funds), 16.26% return, 3 years - 4 stars (1055 funds), 8.8% return, 5 years –  4 stars (885 funds) 8.16% return, 10 year/Since Inception –  n/a stars (358 funds) 8.01% return.

iProfile Canadian Equity Private Pool, Canadian Equity: 1 year - (690 funds), 34.92% return, 3 years - 4 stars (602 funds), 9.16% return, 5 years –  4 stars (489 funds) 9.41% return, 10 year/Since Inception –  4 stars (226 funds) 7.05% return.

iProfile Emerging Markets Private Pool, Emerging Markets Equity: 1 year - (290 funds), 31.89% return, 3 years - 5 stars (233 funds), 13.85% return, 5 years –  5 stars (167 funds) 14.89% return, 10 year/Since Inception –  n/a stars (80 funds) 9.01% return.

iProfile Fixed Income Private Pool, Global Fixed Income: 1 year - (564 funds), 2.17% return, 3 years - 5 stars (443 funds), 4.21% return, 5 years –  5 stars (278 funds) 3.08% return, 10 year/Since Inception –  n/a stars (66 funds) 4.12% return.

iProfile U.S. Equity Private Class, US Equity: 1 year - (1673 funds), 28.01% return, 3 years - 5 stars (1354 funds), 16.09% return, 5 years –  5 stars (1023 funds) 17.15% return, 10 year/Since Inception –  5 stars (358 funds) 17.15% return. 

iProfile U.S. Equity Private Pool, US Equity: 1 year - (1673 funds), 28.08% return, 3 years - 5 stars (1354 funds), 16.13% return, 5 years –  5 stars (1023 funds) 17.25% return, 10 year/Since Inception –  n/a stars (358 funds) 16.29% return.

For the iProfile funds, the performance displayed is for the single iProfile Private Pool outside of the iProfile Program and is available for investors with a minimum investment of $250,000. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of April 30, 2021, 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, their values change frequently, and past performance may not be repeated. © Investors Group Inc. 2021.