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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
★★★★★
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
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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
★★★★
6.53
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
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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
★★★★
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
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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
★★★★★
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
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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
★★★★★
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.