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5 Year Anniversary Spotlight
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
5 YEAR ANNIVERSARY SPOTLIGHT
★★★★
14.0
13.6
9.7
-
76
74
79
★★★★
16.5
17.6
13.2
-
80
72
81
★★★★
9.0
7.8
4.8
-
67
69
86
★★★★
11.9
11.4
8.1
-
75
78
84
-
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
★★★★
12.5
11.8
-
-
6.3
70
84
-
★★★★★
18.4
13.3
7.5
7.9
8.2
91
75
77
★★★★★
16.9
20.7
-
-
12.4
83
91
-
★★★★
5.4
4.1
1.4
2.6
4.2
60
60
80
★★★★
14.0
13.6
9.7
-
9.8
76
74
79
★★★★
16.5
17.6
13.2
-
12.9
80
72
81
★★★★
9.0
7.8
4.8
-
4.7
67
69
86
★★★★
11.9
11.4
8.1
-
7.9
75
78
84
★★★★
19.1
19.1
12.3
7.2
4.3
81
93
85
★★★★
11.7
21.1
15.8
13.9
7.8
49
71
81
★★★★
10.0
7.9
4.5
3.9
4.3
83
77
77
★★★★
10.8
10.6
7.8
5.9
6.8
55
60
80
★★★★
12.6
12.6
9.8
7.3
8.4
52
57
81
★★★★
13.8
17.6
12.7
9.0
10.0
58
72
76
★★★★
6.2
4.6
2.4
2.6
2.8
59
58
75
★★★★
8.3
7.1
4.4
4.1
4.8
47
49
76
★★★★
9.1
7.1
3.5
3.8
4.1
68
51
52
★★★★
14.7
13.5
10.0
-
7.4
84
73
84
★★★★
14.1
12.8
9.2
-
7.0
77
60
71
★★★★
12.4
10.7
7.3
-
6.0
81
62
71
★★★★★
10.4
8.7
5.2
-
5.6
89
83
94
★★★★
15.3
15.6
9.2
7.2
7.8
88
93
71
★★★★
15.7
19.2
12.6
9.3
10.6
75
84
75
IG Climate Action Portfolio Global Fixed Income Balanced Series F
★★★★
8.9
8.9
-
-
2.9
64
86
-
IG Climate Action Portfolio Global Neutral Balanced Series F
★★★★
10.8
11.8
-
-
4.2
54
83
-
★★★★
12.5
14.6
-
-
5.5
50
86
-
★★★★
11.4
11.2
-
-
7.6
66
73
-
★★★★
14.0
14.0
-
-
10.0
75
82
-
-
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
★★★★
13.8
10.5
9.4
6.8
7.5
39
43
49
★★★★
16.1
12.2
10.6
6.6
7.0
71
79
71
★★★★★
12.7
14.7
9.8
8.3
9.1
55
87
82
★★★★
17.5
13.4
11.3
7.8
8.4
83
91
82
★★★★★
12.6
10.6
8.2
6.5
6.8
47
81
75
★★★★★
12.0
16.6
12.8
9.8
9.2
44
96
99
IG Mackenzie US Dollar Fund - Global Equity Balanced Series F
★★★★
12.8
11.6
-
-
7.6
51
77
-
IG Mackenzie US Dollar Fund - Global Neutral Balanced Series F
★★★★★
11.0
10.5
-
-
7.1
52
90
-
-
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
★★★★
8.4
6.7
2.5
3.2
3.5
86
88
79
★★★★
5.8
7.1
5.6
4.5
4.5
69
43
60
★★★★
3.9
3.9
-0.2
1.7
2.9
16
52
53
★★★★
7.9
7.6
5.1
4.0
4.2
56
45
70
★★★★★
6.3
4.4
0.2
2.3
2.8
79
69
87
★★★★
6.3
5.1
2.5
2.3
2.4
66
75
78
IG Mackenzie US Dollar Fund Global Fixed Income Balanced Series F
★★★★★
9.0
7.9
-
-
5.3
59
96
-
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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
★★★★★
24.7
19.1
18.7
9.7
10.6
90
98
97
★★★★
19.1
19.9
12.1
-
9.0
81
96
84
★★★★
20.3
14.7
14.0
9.4
10.4
24
53
43
★★★★
15.6
12.7
6.8
7.2
7.6
74
69
60
★★★★
24.8
14.6
15.4
9.0
9.7
60
52
75
★★★★
15.6
12.5
14.2
8.4
8.2
38
45
57
★★★★
20.6
11.5
14.1
8.5
7.4
53
59
61
★★★★
14.5
18.1
12.2
9.9
11.3
63
75
71
★★★★
20.9
16.9
14.8
10.1
11.1
90
79
67
★★★★★
13.3
12.1
7.6
6.6
8.3
48
66
100
★★★★
11.9
10.9
7.5
6.6
8.4
53
35
88
★★★★
13.1
16.1
-
-
10.4
47
77
-
★★★★
13.5
27.4
15.5
17.1
18.7
71
97
75
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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
★★★★★
32.4
28.0
23.3
13.7
14.9
64
97
100
★★★★
-6.2
4.0
5.4
6.3
10.1
47
57
67
★★★★★
26.1
13.8
11.3
9.1
10.1
86
87
87
★★★★
20.0
15.6
25.4
9.2
5.4
75
81
92
★★★★★
64.0
30.8
14.0
18.5
15.7
53
74
88
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of June 30, 2025, 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 Active Allocation Private Pool II, Tactical Balanced category: 1 year - (278 funds), 3 years - 4 stars (274 funds), 5 years – n/a stars, n/a return, 10 year/Since Inception (March 15, 2021) – n/a stars.
iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (275 funds), 3 years - 4 stars (243 funds), 5 years – 4 stars (206 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (111 funds).
iProfile ETF Private Pool I, Global Equity category: 1 year - (1,812 funds), 3 years - 5 stars (1,574 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (March 15, 2021) – n/a stars.
iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (318 funds), 3 years - 3 stars (274 funds), 5 years – 4 stars (205 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (85 funds).
iProfile Global Equity Balanced, Global Equity Balanced category: 1 year - (1,164 funds), 3 years - 4 stars (1,083 funds), 5 years – 4 stars (1,290 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Equity I, Global Equity category: 1 year - (1,812 funds), 3 years - 4 stars (1,574 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Fixed Income Balanced, Global Fixed Income Balanced category: 1 year - (886 funds), 3 years - 4 stars (827 funds), 5 years – 4 stars (710 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Neutral Balanced, Global Neutral Balanced category: 1 year - (1,621 funds), 3 years - 4 stars (1,485 funds), 5 years – 4 stars (1,225 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile International Equity Private Pool I, International Equity category: 1 year - (655 funds), 3 years - 5 stars (590 funds), 5 years – 4 stars (540 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (300 funds).
iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,143 funds), 3 years - 4 stars (1,031 funds), 5 years – 4 stars (898 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (557 funds).
IG Core Portfolio Income Plus F, Canadian Fixed Income balanced category: 1 year - (360 funds), 3 years - 4 stars (356 funds), 5 years – 4 stars (306 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (211 funds).
IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1,621 funds), 3 years - 3 stars (1,485 funds), 5 years – 4 stars (1,225 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (742 funds).
IG Core Portfolio Balanced Growth F, Global Neutral Balanced category: 1 year - (1,164 funds), 3 years – 3 stars (1,083 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (551 funds).
IG Core Portfolio Growth F, Global Equity category: 1 year - (1,812 funds), 3 years - 4 stars (1,574 funds), 5 years – 4 stars (1,290 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (670 funds).
IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (224 funds), 3 years - 3 stars (181 funds), 5 years – 4 stars (162 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (120 funds).
IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (886 funds), 3 years - 3 stars (827 funds), 5 years – 4 stars (710 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (381 funds).
IG Income Portfolio – Growth F, Global Fixed Income Balanced category: 1 year - (886 funds), 3 years - 3 stars (827 funds), 5 years – 4 stars (710 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (381 funds).
IG Low Volatility Portfolio - Growth F, Global Equity Balanced category: 1 year - (1,164 funds), 3 years - 4 stars (1,083 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (July 13, 2015) – n/a stars.
IG Low Volatility Portfolio - Balanced F, Global Equity Balanced category: 1 year - (1,164 funds), 3 years - 3 stars (1,083 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (July 13, 2015) – n/a stars.
IG Low Volatility Portfolio - Income Balanced F, Global Neutral Balanced category: 1 year - (1,621 funds), 3 years - 3 stars (1,485 funds), 5 years – 4 stars (1,225 funds), 10 year/Since Inception (July 13, 2015) – n/a stars.
IG Low Volatility Portfolio - Income Focus F, Global Fixed Income Balanced category: 1 year - (886 funds), 3 years - 4 stars (827 funds), 5 years – 5 stars (710 funds), 10 year/Since Inception (November 12, 2018) – n/a stars.
IG Growth Portfolio - Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,164 funds), 3 years - 5 stars (1,083 funds), 5 years – 3 stars (908 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (551 funds).
IG Growth Portfolio – Global Equity F, Global Equity category: 1 year - (1,812 funds), 3 years - 4 stars (1,574 funds), 5 years – 4 stars (1,290 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (670 funds).
IG Climate Action Portfolio - Global Fixed Income Balanced F, Global Fixed Income Balanced category: 1 year - (886 funds), 3 years - 4 stars (827 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (October 25, 2021) – n/a stars.
IG Climate Action Portfolio - Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1,621 funds), 3 years - 4 stars (1,485 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (October 25, 2021) – n/a stars.
IG Climate Action Portfolio – Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,164 funds), 3 years - 4 stars (1,083 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (October 25, 2021) – n/a stars.
IG US Taxpayer Portfolio – Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1,621 funds), 3 years - 4 stars (1,485 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 11, 2022) – n/a stars.
IG US Taxpayer Portfolio – Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,164 funds), 3 years - 4 stars (1,083 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 11, 2022) – n/a stars.
Balanced Category:
IG Beutel Goodman Canadian Balanced F, Canadian Equity Balanced category: 1 year - (339 funds), 3 years - 3 stars (335 funds), 5 years – 3 stars (303 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (225 funds).
IG Mackenzie Dividend F, Canadian Equity Balanced category: 1 year - (339 funds), 3 years - 4 stars (335 funds), 5 years – 4 stars (303 funds), 10 year/Since Inception (July 12, 2013) – 3 stars (225 funds).
IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1,164 funds), 3 years - 4 stars (1,083 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (551 funds).
IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (339 funds), 3 years - 5 stars (335 funds), 5 years – 4 stars (303 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (225 funds).
IG Mackenzie Strategic Income F, Canadian Neutral Balanced category: 1 year - (396 funds), 3 years - 4 stars (368 funds), 5 years – 4 stars (331 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (270 funds).
IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,164 funds), 3 years - 5 stars (1,083 funds), 5 years – 5 stars (908 funds), 10 year/Since Inception (January 19, 2015) – 5 stars (551 funds).
IG Mackenzie US Dollar Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,164 funds), 3 years – 4 stars (1,083 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 19, 2022) – n/a stars.
IG Mackenzie US Dollar Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1,164 funds), 3 years – 4 stars (1,083 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 19, 2022) – n/a stars.
Fixed Income Category:
IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (112 funds), 3 years - 4 stars (98 funds), 5 years – 4 stars (87 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (56 funds).
IG Mackenzie Floating Rate Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (75 funds), 3 years - 3 stars (74 funds), 5 years – 3 stars (73 funds), 10 year/Since Inception (July 16, 2014) – 4 stars (50 funds).
IG Mackenzie Global Tactical Bond F, Global Fixed Income category: 1 year - (318 funds), 3 years - 3 stars (274 funds), 5 years – 3 stars (205 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (85 funds).
IG Mackenzie North American Corporate Bond Fund F, High Yield Fixed Income category: 1 year - (228 funds), 3 years - 3 stars (220 funds), 5 years – 4 stars (201 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (146 funds).
IG Mackenzie Canadian Bond F, Canadian Fixed Income category: 1 year - (394 funds), 3 years - 4 stars (361 funds), 5 years – 5 stars (331 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (218 funds).
IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (224 funds), 3 years - 4 stars (181 funds), 5 years – 4 stars (162 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (120 funds).
IG Mackenzie US Dollar Global Fixed Income Balanced F, Global Fixed Income Balanced category: 1 year - (886 funds), 3 years – 5 stars (827 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 19, 2022) – n/a stars.
Equity Category:
IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (172 funds), 3 years - 5 stars (168 funds), 5 years – 5 stars (152 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (116 funds).
IG BlackRock International Equity F, International Equity category: 1 year - (655 funds), 3 years - 5 stars (590 funds), 5 years – 4 stars (540 funds), 10 year/Since Inception (January 13, 2020) – n/a stars.
IG FI Canadian Equity F, Canadian Equity category: 1 year - (614 funds), 3 years - 3 stars (579 funds), 5 years – 3 stars (492 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (325 funds).
IG JPMorgan Emerging Markets Fund II, Emerging Markets Equity category: 1 year - (275 funds), 3 years - 3 stars (243 funds), 5 years – 3 stars (206 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (111 funds).
IG Mackenzie Canadian Equity Fund F, Canadian Equity category: 1 year - (614 funds), 3 years - 3 stars (579 funds), 5 years – 4 stars (492 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (325 funds).
IG Mackenzie Canadian Small Cap Series F, Canadian Small/Mid Cap Equity category: 1 year - (172 funds), 3 years - 3 stars (168 funds), 5 years – 3 stars (152 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (116 funds).
IG Mackenzie Canadian Dividend F, Canadian Dividend & Income Equity category: 1 year - (402 funds), 3 years - 3 stars (380 funds), 5 years – 3 stars (350 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (242 funds).
IG Mackenzie Global F, Global Equity category: 1 year - (1,812 funds), 3 years - 4 stars (1,574 funds), 5 years – 4 stars (1,290 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (670 funds).
IG Mackenzie North American Equity F, Canadian Focused category: 1 year - (487 funds), 3 years - 4 stars (476 funds), 5 years – 4 stars (464 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (331 funds).
IG Mackenzie Pacific International F, Asia Pacific ex-Japan equity category: 1 year - (33 funds), 3 years - 5 stars (33 funds), 5 years – 5 stars (33 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (31 funds).
IG Mackenzie Pan Asian Equity F, Asia Pacific Equity category: 1 year - (39 funds), 3 years - 3 stars (39 funds), 5 years – 5 stars (37 funds), 10 year/Since Inception (July 12, 2013) – 3 stars (20 funds).
IG Mackenzie US Dollar Global Equity F, Global Equity Balanced category: 1 year - (1,812 funds), 3 years – 4 stars (1,574 funds), 5 years – n/a stars (n/a funds), 10 year/Since Inception (April 19, 2022) – n/a stars.
IG Putnam US Growth F, US Equity category: 1 year - (1,143 funds), 3 years - 5 stars (1,031 funds), 5 years – 3 stars (898 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (557 funds).
Speciality category:
IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (71 funds), 3 years - 5 stars (60 funds), 5 years – 5 stars (50 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (26 funds).
IG Mackenzie Global Health Care F, Global Sector Equity category: 1 year - (58 funds), 3 years - 3 stars (47 funds), 5 years – 3 stars (40 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (22 funds).
IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (115 funds), 3 years - 5 stars (103 funds), 5 years – 4 stars (82 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (39 funds).
IG Mackenzie Global Resources F, Natural Resources Equity category: 1 year - (94 funds), 3 years – 4 stars (93 funds), 5 years – 5 stars (86 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (70 funds).
IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (63 funds), 3 years - 4 stars (58 funds), 5 years – 5 stars (56 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (43 funds).