Achieve your financial goals with top performing funds

Morningstar Star Ratings reflect performance of Series U (series I for iProfile Funds) as of September 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 Core Portfolio Income Series U, Canadian Short Term Fixed Income category: 1 year - (256 funds), 1.27% return, 3 years - 4 stars (238 funds), 3.47% return, 5 years – 5 stars (201 funds), 2.59% return, 10 year/Since Inception (July 12, 2013) – n/a stars (89 funds), 2.88% return. IG FI Canadian Equity Fund Series U, Canadian Equity category: 1 year - (686 funds), 26.8% return, 3 years - 5 stars (601 funds), 12.77% return, 5 years – 5 stars (517 funds), 10.04% return, 10 year/Since Inception (July 12, 2013) – n/a stars (230 funds), 10.36% return. IG JPMorgan Emerging Markets Class Series U, Emerging Markets Equity category: 1 year - (295 funds), 13.58% return, 3 years - 5 stars (252 funds), 12.48% return, 5 years – 5 stars (189 funds), 11.23% return, 10 year/Since Inception (July 12, 2013) – n/a stars (86 funds), 9.92% return. IG Mackenzie Floating Rate Income Fund Series U, Floating Rate Loans category: 1 year (107 funds), 7.92% return, 3 years - 4 stars (98 funds), 2.96% return, 5 years – 5 stars (77 funds), 4.81% return, 10 year/Since Inception (July 16, 2014) – n/a stars (2 funds), 4.69% return. IG Mackenzie Global Financial Services Fund Series U, Financial Services Equity category: 1 year - (80 funds), 59.59% return, 3 years - 5 stars (71 funds), 13.80% return, 5 years – 5 stars (53 funds), 14.93% return, 10 year/Since Inception (July 12, 2013) – n/a stars (24 funds), 13.95% return. IG Mackenzie Global Infrastructure Class Series U, Global Infrastructure Equity category: 1 year - (102 funds), 14.53% return, 3 years - 5 stars (78 funds), 7.89% return, 5 years – 5 stars (67 funds), 7.72% return, 10 year/Since Inception (July 12, 2013) – n/a stars (24 funds), 9.50% return. IG Mackenzie Global Natural Resources Fund Series U, Natural Resources Equity category: 1 year - (124 funds), 63.05% return, 3 years - 4 stars (121 funds), 11.33% return, 5 years – 5 stars (107 funds), 10.21% return, 10 year/Since Inception (July 12, 2013) – n/a stars (55 funds), 6.12% return. IG Mackenzie Global Precious Metals Class Series U, Precious Metals Equity category: 1 year - (63 funds), -19.40% return, 3 years - 5 stars (54 funds), 26.20% return, 5 years – 5 stars (48 funds), 7.06% return, 10 year/Since Inception (July 12, 2013) – n/a stars (32 funds), 12.46% return. IG Mackenzie Income Fund Series U, Canadian Fixed Income category: 1 year - (526 funds), -2.61% return, 3 years - 4 stars (457 funds), 4.56% return, 5 years – 5 stars (392 funds), 2.78% return, 10 year/Since Inception (July 12, 2013) – n/a stars (202 funds), 3.72% return. IG Putnam U.S. Growth Fund Series U, US Equity category: 1 year - (1721 funds), 14.74% return, 3 years - 5 stars (1380 funds), 20.55% return, 5 years – 5 stars (1092 funds), 21.98% return, 10 year/Since Inception (July 12, 2013) – n/a stars (394 funds), 20.98% return. iProfile Emerging Markets Private Pool Series I, Emerging Markets Equity category: 1 year - (295 funds), 13.33% return, 3 years - 5 stars (252 funds), 13.31% return, 5 years – 5 stars (189 funds), 11.83% return, 10 year/Since Inception (January 15, 2001) – 5 stars (86 funds), 10.43% return. IG Beutel Goodman Canadian Balanced Fund U, Canadian Equity Balanced category: 1 year - (406 funds), 18.29% return, 3 years - 3 stars (347 funds), 7.19% return, 5 years – 4 stars (297 funds), 6.98% return, 10 year/Since Inception (July 12, 2013) – n/a stars (159 funds), 7.78% return. IG Core Portfolio Balanced Growth U, Global Equity Balanced category: 1 year - (1213 funds), 18.29% return, 3 years - 3 stars (1026 funds), 8.38% return, 5 years – 4 stars (873 funds), 8.37% return, 10 year/Since Inception (July 13, 2012) – n/a stars (360 funds), 9.07% return. IG Core Portfolio Balanced U, Global Neutral Balanced category: 1 year - (1618 funds), 14.27% return, 3 years - 4 stars (1393 funds), 7.63% return, 5 years – 4 stars (1085 funds), 6.75% return, 10 year/Since Inception (July 12, 2013)– n/a stars (427 funds), 7.40% return. IG Core Portfolio Global Income U, Global Fixed Income category: 1 year - (569 funds), 2.27% return, 3 years - 4 stars (433 funds), 4.05% return, 5 years – 4 stars (287 funds), 2.42% return, 10 year/Since Inception (July 16, 2014) – n/a stars (68 funds), 3.72% return. IG Core Portfolio Income Balanced, Global Neutral Balanced category: 1 year - (1618 funds), 11.68% return, 3 years - 3 stars (1393 funds), 6.97% return, 5 years – 4 stars (1085 funds), 6.58% return, 10 year/Since Inception (July 12, 2013)– n/a stars (427 funds), 7.10% return. IG Core Portfolio Income Focus U, Global Fixed Income Balanced category: 1 year - (791 funds), 7.41% return, 3 years - 4 stars (652 funds), 5.64% return, 5 years – 4 stars (492 funds), 4.94% return, 10 year/Since Inception (July 12, 2013) – n/a stars (157 funds), 5.58% return. IG Mackenzie Corporation Bond Fund U, Canadian Corporate Fixed Income category: 1 year - (101 funds), 1.38% return, 3 years - 4 stars (97 funds), 5.36% return, 5 years – 4 stars (78 funds), 3.37% return, 10 year/Since Inception (July 12, 2013) – n/a stars (28 funds), 3.94% return. IG Mackenzie Canadian Small/Mid Cap Fund U, Canadian Small/Mid Cap Equity category: 1 year - (195 funds), 46.68% return, 3 years - 4 stars (183 funds), 14.44% return, 5 years – 4 stars (172 funds), 11.48% return, 10 year/Since Inception (July 12, 2013) – n/a stars (106 funds), 9.43% return. IG Mackenzie Canadian Dividend and Income Equity Fund U, Canadian Dividend & Income Equity category: 1 year - (483 funds), 30.07% return, 3 years - 3 stars (449 funds), 8.56% return, 5 years – 4 stars (392 funds), 8.27% return, 10 year/Since Inception (July 12, 2013) – n/a stars (178 funds), 6.14% return. IG Mackenzie European Mid-Cap Equity Fund U, European Equity category: 1 year - (192 funds), 21.66% return, 3 years - 4 stars (178 funds), 8.51% return, 5 years – 4 stars (160 funds), 8.34% return, 10 year/Since Inception (July 12, 2013) – n/a stars (64 funds), 10.95% return. IG Mackenzie Global Dividend Fund U, Global Equity Balanced category: 1 year - (1213 funds), 12.14% return, 3 years - 5 stars (1026 funds), 9.93% return, 5 years – 4 stars (873 funds), 8.13% return, 10 year/Since Inception (July 12, 2013) – n/a stars (360 funds), 9.25% return. IG Mackenzie Global Dividend Fund U, Global Equity Balanced category: 1 year - (1213 funds), 12.14% return, 3 years - 5 stars (1026 funds), 9.93% return, 5 years – 4 stars (873 funds), 8.13% return, 10 year/Since Inception (July 12, 2013) – n/a stars (360 funds), 9.25% return. IG Mackenzie Global Fund U, Global Equity category: 1 year - (2082 funds), 15.14% return, 3 years - 4 stars (1796 funds), 12.04% return, 5 years – 4 stars (1318 funds), 11.03% return, 10 year/Since Inception (July 12, 2013) – n/a stars (582 funds), 11.70% return. IG Mackenzie Canadian High Yield Fixed Income Fund, High Yield Fixed Income category: 1 year - (441 funds), 10.76% return, 3 years - 4 stars (389 funds), 5.82% return, 5 years – 4 stars (335 funds), 4.83% return, 10 year/Since Inception (July 12, 2013) – n/a stars (101 funds), 4.75% return. IG Mackenzie Mortgage & Short/Term Income Fund U, Canadian Short Term Fixed Income category: 1 year - (256 funds), 1.13% return, 3 years - 4 stars (238 funds), 3.16% return, 5 years – 4 stars (201 funds), 2.26% return, 10 year/Since Inception (July 12, 2013) – n/a stars (89 funds), 2.25% return. IG Mackenzie Mutual of Canada U, Canadian Equity Balanced category: 1 year - (406 funds), 21.07% return, 3 years - 4 stars (347 funds), 9.59% return, 5 years – 4 stars (297 funds), 8.17% return, 10 year/Since Inception (July 12, 2013) – n/a stars (159 funds), 8.53% return. IG Mackenzie North American Equity Fund U, Canadian Focused Equity category: 1 year - (604 funds), 27.55% return, 3 years - 3 stars (562 funds), 10.83% return, 5 years – 4 stars (475 funds), 10.57% return, 10 year/Since Inception (July 12, 2013) – n/a stars (239 funds), 11.29% return. IG Mackenzie Pacific International Fund U, Asia Pacific ex-Japan Equity category: 1 year - (75 funds), 9.77% return, 3 years - 4 stars (74 funds), 10.31% return, 5 years – 4 stars (62 funds), 9.75% return, 10 year/Since Inception (July 12, 2013) – n/a stars (20 funds), 9.93% return. IG Mackenzie Strategic Income Fund U, Canadian Neutral Balanced category: 1 year - (497 funds), 13.71% return, 3 years - 3 stars (473 funds), 7.10% return, 5 years – 5 stars (433 funds), 7.18% return, 10 year/Since Inception (July 12, 2013) – n/a stars (201 funds), 7.03% return. IG Mackenzie U.S Dividend Registered Fund U, Global Equity Balanced category: 1 year - (1213 funds), 20.50% return, 3 years - 4 stars (1026 funds), 9.58% return, 5 years – 4 stars (873 funds), 9.57% return, 10 year/Since Inception (January 19, 2015) – n/a stars (360 funds), 8.99% return. IG Managed Payout Portfolio U, Global Fixed Income Balanced category: 1 year - (791 funds), 4.12% return, 3 years - 3 stars (652 funds), 4.50% return, 5 years – 4 stars (492 funds), 3.92% return, 10 year/Since Inception (July 12, 2013) – n/a stars (157 funds), 4.52% return. IG Managed Risk Portfolio Income Balanced U, Global Neutral Balanced category: 1 year - (1618 funds), 10.22% return, 3 years - 3 stars (1393 funds), 6.82% return, 5 years – 4 stars (1085 funds), 6.39% return, 10 year/Since Inception (July 13, 2015) – n/a stars (427 funds), 5.95% return. IG Putnam US High Yield Income Fund U, High Yield Fixed Income category: 1 year - (441 funds), 9.68% return, 3 years - 3 stars (389 funds), 5.12% return, 5 years – 5 stars (335 funds), 5.00% return, 10 year/Since Inception (July 12, 2013) – n/a stars (101 funds), 5.03% return. Investors Income Plus Portfolio U, Canadian Fixed Income Balanced category: 1 year - (484 funds), 6.57% return, 3 years - 3 stars (411 funds), 5.21% return, 5 years – 4 stars (353 funds), 4.14% return, 10 year/Since Inception (July 12, 2013) – n/a stars (180 funds), 4.62% return. iProfile Canadian Equity Private Pool I, Canadian Equity category: 1 year - (686 funds), 27.76% return, 3 years - 4 stars (601 funds), 10.11% return, 5 years – 4 stars (517 funds), 8.58% return, 10 year/Since Inception (January 15, 2001) – 4 stars (230 funds), 7.32% return. iProfile Fixed Income Private Pool I, Global Fixed Income category: 1 year - (569 funds), 1.08% return, 3 years - 4 stars (433 funds), 4.62% return, 5 years – 5 stars (287 funds), 2.83% return, 10 year/Since Inception (January 15, 2001) – 4 stars (68 funds), 4.80% return. iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1721 funds), 23.92% return, 3 years - 4 stars (1380 funds), 14.79% return, 5 years – 4 stars (1092 funds), 16.15% return, 10 year/Since Inception (January 15, 2001) – 4 stars (394 funds), 17.58% return. 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 September 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.