
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
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Portfolio Solutions
★★★★★
4.57
5.64
3.33
6.36(10 Year)
81
79
98
★★★★★
1.40
0.02
1.89
2.65 (10 Year)
71
83
82
iProfile U.S. Equity Private Pool
★★★★★
7.46
13.27
12.14
14.66(10 Year)
72
80
88
★★★★
5.28
9.12
5.79
7.66
70
88
74
★★★★
4.34
7.05
4.98
6.15
69
89
77
★★★★
1.49
0.63
1.41
2.52
73
88
78
★★★★
3.88
5.67
4.39
5.82
60
68
66
★★★★
2.97
3.45
3.31
4.43
72
90
84
★★★★★
2.44
1.08
2.14
2.33
69
82
94
★★★★
2.93
1.54
2.72
3.57
71
41
70
★★★★
6.05
8.68
6.01
5.97
82
81
81
★★★★
5.58
7.65
5.61
5.58
76
64
72
★★★★
4.80
6.10
4.89
4.97
77
76
75
★★★★★
3.57
3.72
-
4.40
83
93
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Balanced
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Balanced
★★★★
6.45
10.24
6.47
7.28
83
70
79
★★★★★
7.54
8.32
7.44
8.19
94
76
97
★★★★
4.02
7.64
5.23
6.10
91
79
69
★★★★★
4.34
10.88
7.34
7.41
65
78
91
★★★★★
6.69
10.80
7.68
7.45
90
97
98
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Fixed income
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Fixed Income
★★★★★
3.61
0.49
2.44
2.85
80
84
98
★★★★
1.29
-2.00
0.79
2.91
66
58
72
★★★★
1.30
4.42
2.76
3.44
68
76
74
★★★★★
2.49
-1.73
1.71
2.52
73
81
94
★★★★
1.48
0.65
1.68
1.68
26
71
82
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Equity
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Equity
★★★★
9.22
20.98
8.71
9.14
97
94
80
★★★★
16.88
11.14
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4.94
95
72
★★★★
1.78
13.93
10.10
9.37
33
34
95
★★★★
3.98
16.57
9.28
8.42
75
82
88
★★★★
2.68
16.39
7.97
7.26
81
63
75
★★★★
2.22
15.70
8.60
6.35
72
64
71
★★★★
9.04
9.95
8.72
10.11
77
54
83
★★★★
10.37
10.40
4.76
6.03
41
46
63
★★★★
6.50
9.41
13.94
16.61
59
23
96
★★★★
8.12
11.60
10.62
12.76
80
49
70
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Specialty
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Speciality
★★★★★
13.26
18.53
9.58
12.01
98
90
100
★★★★
1.18
34.61
11.35
3.53
52
84
93
★★★★★
5.07
6.16
3.13
7.37
100
100
100
★★★★★
6.73
7.24
3.78
8.04
100
100
97
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of April 30, 2023 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: Portfolio Solutions: iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year – (292 funds), 3 years – 4 stars (251 funds), 5 years – 5 stars (195 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (96 funds). iProfile Fixed Income Private Pool I, Global Fixed Income category: 1 year – (423 funds), 3 years – 4 stars (281 funds), 5 years – 4 stars (211 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (81 funds). iProfile U.S. Equity Private Pool I, Canada Fund U.S. Equity category: 1 year - (1,406 funds), 3 years - 4 stars (1,233 funds), 5 years – 5 stars (1,011 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (507 funds). IG Core Portfolio Balanced Growth F, Global Equity Balanced category: 1 year – (1,255 funds), 3 years – 4 stars (1,028 funds), 5 years – 4 stars (882 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (438 funds). IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year – (1,616 funds), 3 years – 4 stars (1,349 funds), 5 years – 4 stars (1,164 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (530 funds). IG Core Portfolio Global Income F, Global Fixed Income category: 1 year – (423 funds), 3 years – 4 stars (281 funds), 5 years –4 stars (211 funds), 10 year/Since Inception (July 16, 2014) – n/a stars (81 funds). IG Core Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,636 funds), 3 years - 4 stars (1,349 funds), 5 years – 4 stars (1,164 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (530 funds). IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (850 funds), 3 years - 5 stars (730 funds), 5 years – 4 stars (601 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (224 funds). IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (236 funds), 3 years - 4 stars (217 funds), 5 years – 5 stars (197 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (117 funds). IG Managed Payout Portfolio F, Global Fixed Income Balanced category: 1 year - (850 funds), 3 years - 3 stars (730 funds), 5 years – 4 stars (601 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (224 funds). IG Managed Risk Portfolio Growth Focus Series F, Global Equity Balanced category: 1 year - (1,255 funds), 3 years - 4 stars (1,028 funds), 5 years – 4 stars (882 funds), 10 year/Since Inception (July 13, 2015) – n/a stars (438 funds). IG Managed Risk Portfolio Balanced F, Global Equity Balanced category: 1 year - (1,255 funds), 3 years - 4 stars (1,028 funds), 5 years – 4 stars (882 funds), 10 year/Since Inception (July 13, 2015) – n/a stars (438 funds). IG Managed Risk Portfolio Income Balanced F, Global Neutral Balanced category: 1 year – (1,636 funds), 3 years – 4 stars (1,349 funds), 5 years – 4 stars (1,164 funds), 10 year/Since Inception (July 13, 2015) – n/a stars (530 funds). IG Managed Risk Portfolio Income Focus Series F, Global Fixed Income Balanced category: 1 year - (850 funds), 3 years - 5 stars (730 funds), 5 years – n/a stars (601 Funds), n/a return, 10 year/Since Inception (November 12, 2018) – n/a stars (224 funds). Balanced: IG Beutel Goodman Canadian Balanced Series F, Canadian Equity Balanced category: 1 year - (367 funds), 3 years - 4 stars (324 funds), 5 years – 4 stars (297 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (199 funds). IG Mackenzie Global Dividend Fund Series F, Global Equity Balanced category: 1 year - (1,255 funds), 3 years - 4 stars (1,028 funds), 5 years – 5 stars (882 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (438 funds). IG Mackenzie Strategic Income Fund F, Canadian Neutral Balanced category: 1 year - (390 funds), 3 years - 4 stars (353 funds), 5 years – 4 stars (332 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (234 funds). IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (367 funds), 3 years - 4 stars (324 fund), 5 years – 5 stars (297 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (199 funds). IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year – (1,255 funds), 3 years- 5 stars (1,028 funds), 5 years – 5 stars (882 funds), 10 year/Since Inception (January 19, 2015) – n/a stars (438 funds). Fixed Income: IG Mackenzie Canadian Corporate Bond Fund, Canadian Corporate Fixed Income category: 1 year - (77 funds), 3 years - 4 stars (66 funds), 5 years – 5 stars (63 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (40 funds). IG Mackenzie Global Bond Fund F, Global Fixed Income category: 1 year - (423 funds), 3 years - 3 stars (281 funds), 5 years – 4 stars (211 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (81 funds). IG Mackenzie High Yield Fixed Income F, High Yield Fixed Income category: 1 year - (261 funds), 3 years - 4 stars (231 funds), 5 years – 4 stars (215 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (122 funds). IG Mackenzie Income F, Canadian Fixed Income category: 1 year – (530 funds), 3 years – 4 stars (477 funds), 5 years – 5 stars (412 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (248 funds). IG Mackenzie Mortgage and Short Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (236 funds), 3 years - 4 stars (217 funds), 5 years – 4 stars (197 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (117 funds). Equity: IG Beutel Goodman Canadian Small Cap Fund, Canadian Small/Mid Cap Equity category: 1 year - (200 funds), 3 years - 5 stars (181 funds), 5 years – 4 stars (170 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (119 funds). IG BlackRock International Equity Fund, International Equity category: 1 year - (667 funds), 3 years - 4 stars (599 funds), 5 years – n/a stars (489 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (240 funds). IG FI Canadian Equity F, Canadian Equity category: 1 year - (612 funds), 3 years - 3 stars (522 funds), 5 years – 5 stars (455 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (284 funds). IG Franklin Bissett Canadian Equity F, Canadian Equity category: 1 year - (612 funds), 3 years - 4 stars (522 funds), 5 years – 4 stars (455 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (284 funds). IG Mackenzie Canadian Small/Mid Cap Series F, Canadian Small/Mid Cap Equity category: 1 year - (200 funds), 3 years - 3 stars (181 funds), 5 years – 4 stars (170 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (119 funds). IG Mackenzie Canadian Dividend and Income Equity, Canadian Dividend and Income Equity category: 1 year - (432 funds), 3 years - 3 stars (395 funds), 5 years – 4 stars (360 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (223 funds). IG Mackenzie Global F, Global Equity category: 1 year – (1,945 funds), 3 years – 3 stars (1,633 funds), 5 years – 4 stars (1,350 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (650 funds). IG Mackenzie Ivy European F, European Equity category: 1 year - (158 funds), 3 years - 3 stars (154 funds), 5 years – 4 stars (143 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (81 funds). IG Putnam US Growth F, US Equity category: 1 year - (1,406 funds), 3 years - 2 stars (1,233 funds), 5 years – 5 stars (1,011 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (507 funds). IG T. Rowe Price US Large Cap Equity F, US Equity Category: 1 year- (1,406 funds), 3 years- 3 stars (1,233 funds), 5 years- 4 stars (1,011 funds), 10 year/ Since Inception (July 12, 2013)- n/a stars (507 funds). Specialty: IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (70 funds), 3 years - 4 stars (60 funds), 5 years – 5 stars (53 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (31 funds). IG Mackenzie Global Natural Resources F, Natural Resources Equity category: 1 year – (106 funds), 3 years – 5 stars (103 funds), 5 years – 4 stars (101 funds), 10 year/ Since Inception (July 12, 2013) – n/a stars (66 funds). IG Mackenzie Pacific International Series F, Asia Pacific ex-Japan equity category: 1 year - (48 funds), 3 years - 5 stars (47 funds), 5 years – 5 stars (47 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (37 funds). IG Mackenzie Pan Asian Equity, Asian Pacific Equity category: 1 year - (58 funds), 3 years - 5 stars (56 funds), 5 years – 5 stars (44 funds), 10 year/Since Inception (July 12, 2013) – n/a stars (33 funds).