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.
-
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
★★★★★
3.62
1.84
-
2.43
82
94
-
★★★★
7.49
5.05
-
5.66
85
88
-
★★★★
9.73
6.86
-
7.58
81
82
-
★★★★
13.85
9.75
-
10.40
67
77
-
★★★★★
12.63
0.92
4.35
7.60 (10 Year)
63
57
93
★★★★★
-0.20
-1.48
1.57
2.70 (10 Year)
59
87
90
★★★★
16.33
12.35
11.97
14.64 (10 Year)
85
75
87
★★★★
21.58
9.68
5.28
7.05 (10 Year)
94
77
72
★★★★
8.64
7.15
5.48
7.69 (10 Year)
64
86
75
★★★★
6.66
5.18
4.65
6.12 (10 Year)
74
89
80
★★★★
1.88
-1.00
1.32
2.40
84
89
88
★★★★
5.39
3.92
4.05
5.77 (10 Year)
53
71
66
★★★★
3.23
1.75
2.88
4.31 (10 Year)
77
93
85
★★★★★
1.79
0.10
1.90
2.22 (10 Year)
78
76
94
★★★★
3.37
1.45
2.55
3.50 (10 Year)
86
80
73
★★★★
2.45
0.27
2.16
3.38
61
63
68
★★★★
8.81
6.40
5.35
5.84
67
77
73
★★★★
7.97
5.45
5.00
5.43
56
60
65
★★★★
5.91
3.76
4.17
4.71
61
69
68
★★★★★
3.87
1.58
-
3.92
86
91
-
-
Balanced
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Balanced
★★★★
6.53
8.57
5.44
7.05 (10 Year)
78
75
71
★★★★★
10.55
6.17
6.90
8.18 (10 Year)
89
73
96
★★★★
5.79
5.40
4.59
5.92 (10 Year)
94
75
73
★★★★★
7.38
8.29
6.60
7.37 (10 Year)
88
71
88
★★★★★
12.46
9.94
7.32
7.85
97
97
98
-
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
★★★★
1.63
-1.57
2.06
2.62 (10 Year)
97
86
98
★★★★
3.39
2.17
2.65
3.35 (10 Year)
60
72
73
★★★★★
-0.91
-3.75
1.07
2.23 (10 Year)
80
85
95
★★★★
2.44
-0.21
1.49
1.60
80
72
78
-
Equity
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Equity
★★★★★
7.37
11.13
8.81
9.25 (10 Year)
57
42
93
★★★★
14.37
16.92
8.53
9.13 (10 Year)
96
95
76
★★★★
21.35
8.95
-
4.82
93
73
-
★★★★
4.00
13.55
7.51
8.01 (10 Year)
16
76
67
★★★★
2.66
13.81
7.77
7.34 (10 Year)
40
73
70
★★★★
13.05
7.46
8.15
10.20 (10 Year)
59
44
80
★★★★
20.23
8.01
14.31
17.65 (10 Year)
95
22
97
★★★★
12.36
10.90
10.57
13.21 (10 Year)
52
50
73
★★★★
10.80
11.95
7.83
10.10 (10 Year)
71
53
63
★★★★
22.06
8.64
4.12
6.59 (10 Year)
78
56
59
★★★★
7.43
13.50
7.94
5.89 (10 Year)
58
76
81
-
Specialty
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Speciality
★★★★★
23.67
20.08
10.08
12.23 (10 Year)
98
100
100
★★★★★
11.66
2.44
4.13
7.68 (10 Year)
99
100
100
★★★★★
12.07
4.97
4.38
8.37 (10 Year)
82
99
92
★★★★
0.31
6.93
4.78
10.44 (10 Year)
15
32
45
★★★★★
21.64
-4.98
14.92
10.73 (10 Year)
65
98
96
★★★★★
3.18
6.63
6.42
8.64 (10 Year)
79
59
89
Morningstar Star Ratings reflect performance of Series U (series I for iProfile Funds) as of July 31, 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: IG Core Portfolio Income Series F, Canadian Short Term Fixed Income category: 1 year - (237funds), 1.79% return, 3 years - 4 stars (218 funds), 0.10% return, 5 years – 5 stars (199 funds), 1.90% return, 10 year/Since Inception (July 12, 2013) – 5 stars (125 funds), 2.21% return. IG FI Canadian Equity Class F, Canadian Equity category: 1 year - (611 funds), 7.36% return, 3 years - 3 stars (515 funds), 11.12% return, 5 years – 5 stars (441 funds), 8.80% return, 10 year/Since Inception (July 12, 2013) – 5 stars (278 funds), 9.24% return. IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (69 funds), 23.66% return, 3 years – 5 stars (59 funds), 20.08% return, 5 years – 5 stars (50 funds), 10.08% return, 10 year/Since Inception (July 12, 2013) – 5 stars (28 funds), 12.23% return. IG Mackenzie Global Natural Resources Class F, Natural Resources Equity category: 1 year - (110 funds), 15.64% return, 3 years – 4 stars (104 funds), 29.91% return, 5 years – 5 stars (102 funds), 13.38% return, 10 year/ Since Inception (July 12, 2013) – 4 stars (69 funds), 8.43% return. IG Mackenzie Global Precious Metals Class F, Precious Metals Equity category: 1 year - (61 funds), 21.63% return, 3 years - 5 stars (61 funds), -4.97% return, 5 years – 5 stars (50 funds), 14.92% return, 10 year/Since Inception (July 12, 2013) – 5 stars (39 funds), 10.72% return. IG Mackenzie Income F, Canadian Fixed Income category: 1 year - (529 funds), -0.91% return, 3 years - 4 stars (476 funds), -3.74% return, 5 years – 5 stars (413 funds), 1.07% return, 10 year/Since Inception (July 12, 2013) – 5 stars (255 funds), 2.22% return. IG Putnam US Growth Class F, US Equity category: 1 year - (1,371 funds), 20.23% return, 3 years - 2 stars (1,192 funds), 8.00% return, 5 years – 5 stars (979 funds), 14.30% return, 10 year/ Since Inception (July 12, 2013) – 5 stars (488 funds), 17.64% return. iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (271 funds), 12.63% return, 3 years - 3 stars (229 funds), 0.91% return, 5 years – 5 stars (194 funds), 4.35% return, 10 year/Since Inception (March 1, 2013) – 5 stars (97 funds), 7.59% return. IG Core Portfolio Balanced Growth F, Global Equity Balanced category: 1 year - (1,217 funds), 8.63% return, 3 years - 4 stars (1,003 funds), 7.15% return, 5 years – 4 stars (850 funds), 5.48% return, 10 year/Since Inception (July 12, 2013) – 4 stars (441 funds), 7.69% return. IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1,587 funds), 6.65% return, 3 years - 4 stars (1,311 funds), 5.17% return, 5 years – 4 stars (1129 funds), 4.65% return, 10 year/Since Inception (July 12, 2013) – 4 stars (552 funds), 6.12% return. IG Core Portfolio Global Income F, Global Fixed Income category: 1 year - (433 funds), 1.88% return, 3 years - 4 stars (299 funds), -0.99% return, 5 years –4 stars (204 funds), 1.32% return, 10 year/Since Inception (July 16, 2014) – n/a stars (72 funds), n/a % return. IG Core Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,587 funds), 5.39% return, 3 years - 4 stars (1,311 funds), 3.91% return, 5 years – 4 stars (1129 funds), 4.04 % return, 10 year/Since Inception (July 12, 2013) – 4 stars (552 funds), 5.77 % return. IG Franklin Bissett Canadian Equity Class F, Canadian Equity category: 1 year - (611 funds), 4.00% return, 3 years - 4 stars (515 funds), 13.54% return, 5 years – 4 stars (441 funds), 7.51% return, 10 year/Since Inception (July 7, 2013) – 4 stars (278 funds), 8.01% return. IG Core Portfolio Income Plus F, Canadian Fixed Income Balanced category: 1 year - (394 funds), 3.36% return, 3 years - 4 stars (345 funds), 1.44% return, 5 years – 4 stars (294 funds), 2.55 % return, 10 year/Since Inception (July 12, 2013) – 3 stars (212 funds), 3.49 % return. IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (845 funds), 3.23% return, 3 years - 5 stars (722 funds), 1.74% return, 5 years – 4 stars (606 funds), 2.88 % return, 10 year/Since Inception (July 12, 2013) – 4 stars (239 funds), 4.31 % return. IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (237 funds), 1.79% return, 3 years - 4 stars (218 funds), 0.10% return, 5 years – 5 stars (199 funds), 1.90 % return, 10 year/Since Inception (July 12, 2013) – 5 stars (125 funds), 2.21 % return. IG JPMorgan Emerging Markets Class F, Emerging Markets Equity category: 1 year - (271 funds), 12.93% return, 3 years - 3 stars (229 funds), 0.80% return, 5 years – 4 stars (194 funds), 3.81% return, 10 year/Since Inception (November 12, 2018) – 5 stars (97 funds), 7.01% return. IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (79 funds), 1.62% return, 3 years - 4 stars (65 funds), -1.56% return, 5 years – 5 stars (61 funds), 2.05% return, 10 year/Since Inception (July 12, 2013) – 4 stars (43 funds), 2.62% return. IG Mackenzie Canadian Small/Mid Cap Class Series F, Canadian Small/Mid Cap Equity category: 1 year - (182 funds), 2.66% return, 3 years - 4 stars (167 funds), 13.80% return, 5 years – 4 stars (156 funds), 7.76% return, 10 year/Since Inception (July 12, 2013) – 4 stars (114 funds), 7.33% return. IG Mackenzie Canadian Equity Fund F, Canadian Equity category: 1 year - (611 funds), 7.43% return, 3 years - 4 stars (55 funds), 13.49% return, 5 years – 4 stars (441 funds), 7.94% return, 10 year/Since Inception (July 12, 2013) – 4 stars (278 funds), 8.58% return. IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (69 funds), 23.66% return, 3 years - 5 stars (59 funds), 20.08% return, 5 years – 5 stars (50 funds), 10.08% return, 10 year/Since Inception (July 12, 2013) – 5 stars (28 funds), 12.33% return. IG Mackenzie Global Class Series F, Global Equity category: 1 year - (1,946 funds), 13.04% return, 3 years - 3 stars (1,598 funds), 7.45% return, 5 years – 4 stars (1,347 funds), 8.95% return, 10 year/Since Inception (July 12, 2013) – 4 stars (644 funds), 10.20% return. IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1,217 funds), 10.54% return, 3 years - 4 stars (1,003 funds), 6.17% return, 5 years – 5 stars (850 funds), 6.90% return, 10 year/Since Inception (July 12, 2013) – 5 stars (441 funds), 8.17% return. IG Mackenzie Global Infrastructure Class F, Global Infrastructure Equity category: 1 year - (118 funds), 3.18% return, 3 years - 4 stars (97 funds), 6.63% return, 5 years – 5 stars (72 funds), 6.42% return, 10 year/Since Inception (July 12, 2013) – 5 stars (36 funds), 8.64% return. IG Mackenzie High Yield Fixed Income F, High Yield Fixed Income category: 1 year - (251 funds), 3.39% return, 3 years - 4 stars (228 funds), 2.16% return, 5 years – 4 stars (206 funds), 2.65% return, 10 year/Since Inception (July 12, 2013) – 3 stars (136 funds), 3.35% return. IG Mackenzie European Equity Class F, European Equity category: 1 year - (114 funds), 22.06% return, 3 years - 3 stars (113 funds), 8.64% return, 5 years – 3 stars (104 funds), 4.11% return, 10 year/Since Inception (July 12, 2013) – 4 stars (64 funds), 6.59% return. IG Mackenzie Mortgage and Short Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (237 funds), 2.43% return, 3 years - 4 stars (218 funds), -0.21% return, 5 years – 4 stars (199 funds), 1.49% return, 10 year/Since Inception (July 12, 2013) – 4 stars (125 funds), 1.60% return. IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (376 funds), 7.38% return, 3 years - 4 stars (327 funds), 8.28% return, 5 years – 4 stars (311 funds), 6.59% return, 10 year/Since Inception (July 12, 2013) – 5 stars (216 funds), 7.37% return. IG Mackenzie Pan Asian Equity Class F, Asia Pacific Equity category: 1 year - (48 funds), 12.06% return, 3 years - 5 stars (48 funds), 4.96% return, 5 years – 5 stars (46 funds), 4.37% return, 10 year/Since Inception (July 12, 2013) – 5 stars (26 funds), 8.37% return. IG Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year - (359 funds), 5.78% return, 3 years - 4 stars (329 funds), 5.40% return, 5 years – 4 stars (306 funds), 4.58% return, 10 year/Since Inception (July 12, 2013) – 4 stars (232 funds), 5.91% return. IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,217 funds), 12.46% return, 3 years- 5 stars (1,003 funds), 9.93% return, 5 years – 5 stars (850 funds),7.32% return, 10 year/Since Inception (January 19, 2015) – n/a stars (441 funds), n/a% return. IG Managed Payout Portfolio F, Global Fixed Income Balanced category: 1 year - (845 funds), 2.45% return, 3 years - 3 stars (722 funds), 0.27% return, 5 years – 4 stars (606 funds), 2.16% return, 10 year/Since Inception (July 13, 2013) – 4 stars (239 funds), 3.38% return. IG Managed Risk Portfolio Class Growth Focus F, Global Equity Balanced category: 1 year - (1,217 funds), 8.81% return, 3 years - 4 stars (1,003 funds), 6.39% return, 5 years – 4 stars (850 funds), 5.35% return, 10 year/Since Inception (July 13, 2015) – n/a stars (441 funds), n/a % return. IG Managed Risk Portfolio Class Income Balanced F, Global Neutral Balanced category: 1 year - (1587 funds), 5.91% return, 3 years - 4 stars (1,311 funds), 3.75% return, 5 years – 4 stars (1129 funds), 4.16% return, 10 year/Since Inception (July 13, 2015) – n/a stars (552 funds), n/a % return. IG Managed Risk Portfolio Balanced F, Global Equity Balanced category: 1 year - (1,217 funds), 7.97% return, 3 years - 3 stars (1,003 funds), 5.45% return, 5 years – 4 stars (850 funds), 4.99% return, 10 year/Since Inception (July 13, 2015) – n/a stars (441 funds), n/a% return. IG Managed Risk Portfolio Income Focus Series F, Global Fixed Income Balanced category: 1 year - (845 funds), 3.89% return, 3 years - 5 stars (722 funds), 1.58% return, 5 years – 5 stars (606 funds), n/a % return, 10 year/Since Inception (November 12, 2018) – n/a stars (239 funds), n/a % return. IG Putnam U.S Growth F, US Equity category: 1 year - (1371 funds), 20.23% return, 3 years - 2 stars (1192 funds), 8.00% return, 5 years – 5 stars (979 funds), 14.30% return, 10 year/Since Inception (July 12, 2013) – 5 stars (488 funds), 17.64% return. iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (433 funds), -0.20% return, 3 years - 4 stars (299 funds), -1.48% return, 5 years – 5 stars (204 funds), 1.56% return, 10 year/Since Inception (January 15, 2001) – 5 stars (72 funds), 2.69% return. iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,371 funds), 16.33% return, 3 years - 4 stars (1,192 funds), 12.34% return, 5 years – 4 stars (979 funds), 11.96% return, 10 year/Since Inception (March 1, 2013) –4 stars (488 funds), 14.64% return. iProfile U.S Global Global Neutral Balanced I, Global Neutral Balanced category: 1 year - (1587 funds), 7.48% return, 3 years - 4 stars (1311 funds), 5.04% return, 5 years – n/a stars (1129 funds), n/a % return, 10 year/Since Inception (March 1, 2013) – n/a stars (552 funds), n/a% return. iProfile Global Equity Balanced I, obal Equity Balanced category: 1 year - (1217 funds), 9.73% return, 3 years - 4 stars (1003 funds), 6.85% return, 5 years – n/a stars (850 funds), n/a % return, 10 year/Since Inception (March 1, 2013) – n/a stars (441 funds), n/a% return. iProfile Global Equity I, Global Equity category: 1 year - (1946 funds), 13.85% return, 3 years - 4 stars (1598 funds), 9.75% return, 5 years – n/a stars (1347 funds), n/a % return, 10 year/Since Inception (March 1, 2013) – n/a stars (644 funds), n/a% return. iProfile International Equity Pr Pl I, International Equity category: 1 year - (641 funds), 21.58% return, 3 years - 4 stars (580 funds), 9.68% return, 5 years – 4 stars (487 funds), 5.27% return, 10 year/Since Inception (March 1, 2013) – 3 stars (239 funds), 7.04% return. IG Beutel Goodman Canadian Balanced F, Canadian Equity Balanced category: 1 year - (376 funds), 6.53% return, 3 years - 4 stars (327 funds), 8.57% return, 5 years – 4 stars (311 funds), 5.43% return, 10 year/Since Inception (July 12, 2013) – 4 stars (216 funds), 7.04% return. IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (183 funds), 14.37% return, 3 years - 5 stars (167 funds), 16.91% return, 5 years – 3 stars (156 funds), 8.52% return, 10 year/Since Inception (July 12, 2013) – 4 stars (114 funds), 9.12% return. IG Mackenzie Pacific International Series F, Asia Pacific ex-Japan equity category: 1 year - (46 funds), 11.66% return, 3 years - 5 stars (45 funds), 2.44% return, 5 years – 5 stars (45 funds), 4.12% return, 10 year/Since Inception (July 12, 2013) – 5 stars (39 funds), 7.68% return. IG Mackenzie Global Bond F, Global Fixed Income category: 1 year - (433 funds), 1.51% return, 3 years - 3 stars (299 funds), -3.19% return, 5 years – 4 stars (204 funds), 0.66% return, 10 year/Since Inception (July 12, 2013) – 5 stars (72 funds), 2.79% return. IG Mackenzie U.S. Opportunities F, US Small/Mid Cap Equity category: 1 year - (263 funds), 0.30% return, 3 years - 3 stars (223 funds), 6.92% return, 5 years – 3 stars (175 funds), 4.78% return, 10 year/Since Inception (July 12, 2013) – 4 stars (105 funds), 10.44% return. IG Mackenzie North American Equity F, Canadian Focused Equity category: 1 year - (506 funds), 10.80% return, 3 years - 3 stars (492 funds), 11.95% return, 5 years – 3 stars (460 funds), 7.83% return, 10 year/Since Inception (July 12, 2013) – 4 stars (317 funds), 10.09% return. IG T. Rowe Price US Large Cap Equity F, US Equity category: 1 year - (1,371 funds), 12.63% return, 3 years - 3 stars (1,192 funds), 10.90% return, 5 years – 4 stars (979 funds), 10.56% return, 10 year/Since Inception (July 7, 2015) – 4 stars (488 funds), 13.20% return. IG BlackRock International Equity F, International Equity category: 1 year - (641 funds), 21.34% return, 3 years - 4 stars (580 funds), 8.95% return, 5 years – n/a stars (487 funds), n/a % return, 10 year/Since Inception (July 7, 2015) – n/a stars (239 funds), n/a % return.