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Fundata A+ Award Winners
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Fundata A+ Award Winners
★★★★
8.53
6.44
-
5.64
55
79
-
★★★★★
14.23
12.92
-
11.73
86
92
-
★★★★★
6.07
2.51
2.31
4.26
68
70
79
★★★★★
12.72
13.97
18.78
7.65
68
86
91
★★★★
16.28
13.69
13.48
8.49
91
96
82
★★★★★
29.06
22.03
24.31
14.89
95
97
100
★★★★★
16.44
8.08
10.41
8.12
75
75
100
★★★★★
14.31
10.81
14.98
9.24
96
98
99
★★★★
12.15
14.54
18.05
18.12
62
91
78
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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
★★★★
8.53
6.44
-
5.64
55
79
-
★★★★★
14.27
6.62
9.07
7.89
74
70
71
★★★★★
14.23
12.92
-
11.73
86
92
-
★★★★★
6.07
2.51
2.31
4.26
68
70
79
★★★★
11.14
7.98
-
5.84
75
77
-
★★★★
13.35
10.76
-
8.16
81
73
-
★★★★
8.04
4.67
-
4.51
58
73
-
★★★★
9.60
6.53
-
4.60
62
71
-
★★★★
13.53
12.53
13.57
4.06
77
92
83
★★★★
18.34
10.94
-
10.43
97
75
-
★★★★★
12.72
13.97
18.78
7.65
68
86
91
★★★★
8.45
4.12
5.42
4.18
69
57
67
★★★★
9.10
6.21
9.20
6.72
52
64
77
★★★★
10.06
7.43
11.29
8.25
58
66
78
★★★★
11.96
10.92
14.55
9.84
72
75
76
★★★★
8.70
5.67
7.92
6.33
44
52
53
★★★★
6.54
3.50
2.91
2.76
43
34
77
★★★★
7.48
4.05
5.44
4.78
46
56
73
★★★★
9.23
4.62
4.13
4.14
82
72
32
★★★★
12.71
8.50
11.39
7.22
92
85
80
★★★★
12.39
8.04
10.47
6.80
90
77
63
★★★★
11.57
6.74
8.69
5.95
90
75
67
★★★★★
10.26
5.39
6.41
5.59
92
85
93
★★★★
11.42
8.27
9.83
7.50
79
81
51
★★★★
12.34
10.51
14.09
10.21
75
71
70
-
Balanced
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Balanced
★★★★
8.46
6.21
10.27
7.37
32
68
39
★★★★★
14.24
9.95
11.58
9.13
96
96
83
★★★★★
10.16
6.49
9.35
6.70
63
91
72
★★★★★
12.72
7.34
12.89
8.13
90
85
88
★★★★
11.93
6.58
11.56
6.76
84
76
72
★★★★★
14.31
10.81
14.98
9.24
96
98
99
-
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
★★★★★
9.53
4.63
3.83
3.54
96
86
76
★★★★★
7.82
2.49
1.51
2.86
85
70
91
★★★★
3.78
1.33
0.45
2.94
27
49
41
★★★★
7.00
4.48
6.48
4.10
69
72
69
★★★★
6.85
3.86
2.88
2.35
53
58
74
★★★★
6.14
5.01
6.79
4.51
63
41
52
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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
★★★★★
13.83
7.94
21.41
9.74
87
96
94
★★★★
16.28
13.69
13.48
8.49
91
96
82
★★★★
13.74
7.60
15.98
10.06
54
65
58
★★★★
11.21
6.70
15.30
8.69
30
46
48
★★★★
13.16
6.04
8.52
7.11
57
63
65
★★★★
14.03
7.17
16.86
9.19
57
59
76
★★★★
3.04
2.23
16.26
7.32
37
48
56
★★★★
12.70
6.24
14.55
7.05
58
78
62
★★★★
16.37
12.23
14.46
11.31
93
88
75
★★★★
14.43
9.41
16.48
10.77
86
74
70
★★★★★
16.44
8.08
10.41
8.12
75
75
100
★★★★
10.44
6.42
9.27
8.16
75
66
93
★★★★
12.15
14.54
18.05
18.12
62
91
78
★★★★
10.48
13.84
17.12
14.09
53
83
62
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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
★★★★★
29.06
22.03
24.31
14.89
95
97
100
★★★★★
3.27
6.49
9.68
11.43
62
69
75
★★★★★
26.13
10.87
12.00
10.01
92
93
77
★★★★★
15.95
9.08
32.30
5.12
75
91
91
★★★★
62.91
13.66
22.87
15.06
59
62
72
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of March 31, 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 - (289 funds), 3 years - 4 stars (287 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 - (276 funds), 3 years - 3 stars (243 funds), 5 years – 4 stars (210 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (117 funds). iProfile ETF Private Pool I, Global Equity category: 1 year - (1807 funds), 3 years - 5 stars (1550 funds), 5 years – n/a stars (1287 funds), 10 year/Since Inception (March 15, 2021) – n/a stars (658 funds). iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (488 funds), 3 years - 4 stars (359 funds), 5 years – 4 stars (246 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (107 funds). iProfile Global Equity Balanced, Global Equity Balanced category: 1 year - (1,184 funds), 3 years - 4 stars (1,077 funds), 5 years – n/a stars, n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars. iProfile Global Equity I, Global Equity category: 1 year - (1,785 funds), 3 years - 4 stars (1,530 funds), 5 years – n/a stars, n/a % return, 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 (803 funds), 5 years – n/a stars (706 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars. iProfile Global Neutral Balanced, Global Neutral Balanced category: 1 year - (1,598 funds), 3 years - 4 stars (1,430 funds), 5 years – n/a stars (1,210 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars. iProfile International Equity Private Pool I, International Equity category: 1 year - (647 funds), 3 years - 4 stars (588 funds), 5 years – 4 stars (542 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (297 funds). iProfile Low Volatility Private Pool I, Global Equity category: 1 year - (1807 funds), 3 years - 4 stars (1550 funds), 5 years – n/a stars (1287 funds), 10 year/Since Inception (March 15, 2021) – n/a stars (658 funds). iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1168 funds), 3 years - 5 stars (1023 funds), 5 years – 5 stars (902 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (556 funds). IG Core Portfolio Income Plus F, Canadian Fixed Income balanced category: 1 year - (373 funds), 3 years - 3 stars (349 funds), 5 years – 3 stars (312 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (214 funds). IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1600 funds), 3 years - 3 stars (1482 funds), 5 years – 4 stars (1221 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (724 funds). IG Core Portfolio Balanced Growth F, Global Neutral Balanced category: 1 year - (1,184 funds), 3 years – 4 stars (1,077 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (526 funds). IG Core Portfolio Growth F, Global Equity category: 1 year - (1807 funds), 3 years - 4 stars (1550 funds), 5 years – 4 stars (1287 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (658 funds). IG Core Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,598 funds), 3 years - 3 stars (1,430 funds), 5 years – 3 stars (1,210 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (706 funds). IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (236 funds), 3 years - 3 stars (191 funds), 5 years – 4 stars (175 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (129 funds). IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (236 funds), 3 years - 3 stars (191 funds), 5 years – 4 stars (175 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (129 funds). IG Income Portfolio – Growth F, Global Fixed Income Balanced category: 1 year - (886 funds), 3 years - 4 stars (803 funds), 5 years – 4 stars (706 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (356 funds). IG Low Volatility Portfolio - Growth F, Global Equity Balanced category: 1 year - (1,184 funds), 3 years - 4 stars (1,077 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 - (1,184 funds), 3 years - 4 stars (1,077 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 - (1,598 funds), 3 years - 4 stars (1,430 funds), 5 years – 4 stars (1,210 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 - 5 stars (803 funds), 5 years – 5 stars (706 funds), 10 year/Since Inception (November 12, 2018) – n/a stars. IG Growth Portfolio - Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,184 funds), 3 years - 4 stars (1,077 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (526 funds). Balanced category: IG Beutel Goodman Canadian Balanced F, Canadian Equity Balanced category: 1 year - (340 funds), 3 years - 3 stars (338 funds), 5 years – 3 stars (305 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (224 funds). IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1180 funds), 3 years - 5 stars (1103 funds), 5 years – 4 stars (916 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (532 funds). IG Mackenzie Strategic Income F, Canadian Neutral Balanced category: 1 year - (402 funds), 3 years - 5 stars (367 funds), 5 years – 4 stars (336 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (262 funds). IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (340 funds), 5 years - 4 stars (337 funds), 5 years – 4 stars (305 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (224 funds). IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,184 funds), 5 years- 3 stars (1,077 funds), 5 years – 4 stars (908 funds), 10 year/Since Inception (January 19, 2015) – 5 stars (526 funds). Fixed Income category: IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (90 funds), 3 years - 5 stars (78 funds), 5 years – 5 stars (68 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (41 funds). IG Mackenzie Canadian Bond F, Canadian Fixed Income category: 1 year - (386 funds), 3 years - 4 stars (361 funds), 5 years – 5 stars (334 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (214 funds). IG Mackenzie Global Tactical Bond F, Global Fixed Income category: 1 year - (488 funds), 3 years - 3 stars (359 funds), 5 years – 4 stars (246 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (107 funds). IG Mackenzie North American Corporate Bond Fund F, High Yield Fixed Income category: 1 year - (261 funds), 3 years - 3 stars (248 funds), 5 years – 4 stars (229 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (162 funds). IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (240 funds), 3 years - 4 stars (213 funds), 5 years – 4 stars (201 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (143 funds). IG Mackenzie Floating Rate Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (76 funds), 3 years - 3 stars (207 funds), 5 years – 3 stars (74 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (74 funds). Equity category: IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (176 funds), 3 years - 5 stars (172 funds), 5 years – 5 stars (155 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (116 funds). IG BlackRock International Equity F, International Equity category: 1 year - (650 funds), 3 years - 5 stars (597 funds), 5 years – 4 stars (545 funds), 10 year/Since Inception (January 13, 2020) – n/a stars (299 funds). IG FI Canadian Equity F, Canadian Equity category: 1 year - (615 funds), 3 years - 3 stars (570 funds), 5 years – 3 stars (475 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (323 funds). IG Franklin Clearbridge Canadian Equity F, Canadian Equity category: 1 year - (609 funds), 3 years - 4 stars (553 funds), 5 years – 4 stars (469 funds), 10 year/Since Inception (July 12, 2013) – 3 stars (319 funds). IG JPMorgan Emerging Markets Fund II, Canadian Equity category: 1 year - (276 funds), 3 years - 3 stars (243 funds), 5 years – 3 stars (210 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (117 funds). IG Mackenzie Canadian Equity Fund F, Canadian Equity category: 1 year - (615 funds), 3 years - 3 stars (570 funds), 5 years – 4 stars (475 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (323 funds). IG Mackenzie Canadian Small Cap Series F, Canadian Small/Mid Cap Equity category: 1 year - (174 funds), 3 years - 3 stars (170 funds), 5 years – 4 stars (154 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (114 funds). IG Mackenzie Global F, Global Equity category: 1 year - (1807 funds), 3 years - 5 stars (1550 funds), 5 years – 4 stars (1287 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (658 funds). IG Mackenzie North American Equity F, Canadian Focused category: 1 year - (488 funds), 3 years - 4 stars (475 funds), 5 years – 4 stars (459 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (323 funds). IG Mackenzie Pacific International F, Asia Pacific ex-Japan equity category: 1 year - (39 funds), 3 years - 4 stars (39 funds), 5 years – 5 stars (38 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (36 funds). IG Mackenzie Pan Asian Equity F, Asia Pacific Equity category: 1 year - (39 funds), 3 years - 3 stars (39 funds), 5 years – 4 stars (37 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (20 funds). IG Putnam US Growth F, US Equity category: 1 year - (1168 funds), 3 years - 4 stars (1023 funds), 5 years – 3 stars (902 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (556 funds). IG T. Rowe Price US Large Cap Equity F, US Equity category: 1 year - (1,156 funds), 3 years - 4 stars (1,001 funds), 5 years – 4 stars (876 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (550 funds). Speciality category: IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (76 funds), 3 years - 5 stars (59 funds), 5 years – 5 stars (50 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (30 funds). IG Mackenzie Global Health Care F, Global Sector Equity category: 1 year - (59 funds), 3 years - 4 stars (47 funds), 5 years – 4 stars (40 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (20 funds). IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (115 funds), 3 years - 5 stars (100 funds), 5 years – 4 stars (77 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (39 funds). IG Mackenzie Global Resources F, Natural Resources Equity category: 1 year - (98 funds), 3 years – 4 stars (92 funds), 5 years – 5 stars (90 funds), 10 year/ Since Inception (July 12, 2013) – 4 stars (68 funds). IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (62 funds), 3 years - 3 stars (58 funds), 5 years – 5 stars (56 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (43 funds).
About the Fundata FundGrade A+ Rating
Fundata Canada Inc. has been providing data aggregation and dissemination services to the Canadian media and financial marketplace since 1987. Fundata is a major provider in the distribution of fund and stock information in Canada. About the Fundata FundGrade A+ Rating FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. iProfile Active Allocation Private Pool II was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the Tactical Balanced category out of a total of 56 funds. Performance of Series I for the period ended December 31, 2024 is as follows: 15.21 % (1 year), 6.35 % (3 years) and 7.52 % (since inception, March 2021). iProfile Alternatives Private Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+® Awards in the Alternative Multi-Strategy category out of a total of 22 funds. Performance of Series I for the period ended December 31, 2024 is as follows: 12.07 % (1 year), 5.71 % (3 years) and 6.13% (since inception, March 2021). iProfile ETF Private Pool was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the Global Equity category out of a total of 306 funds. Performance of Series I for the period ended December 31, 2024 is as follows: 26.65 % (1 year), 10.41 % (3 years) and 12.43 % (since inception, March 2021). iProfile Fixed Income Private Pool was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the Global Fixed Income category out of a total of 112 funds. Performance of Series I for the period ended December 31, 2024 is as follows: 4.88% (1 year), 0.64% (3 years), 1.71% (5 years), and 4.27% (since inception, January 2001). iProfile U.S. Equity Private Pool was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the U.S. Equity category out of a total of 237 funds. Performance of Series I for the period ended December 31, 2024 is as follows: 34.42 % (1 year), 13.69 % (3 years), 16.80 % (5 years), and 7.95 % (since inception, January 2001). IG BlackRock International Equity Fund was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the International Equity category out of a total of 154 funds. Performance of Series F for the period ended December 31, 2024 is as follows: 15.24 % (1 year), 7.12 % (3 years) and 7.11 % (since inception, January 2020). IG Mackenzie Global Financial Services Fund was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the Financial Services Equity category out of a total of 33 funds. Performance of Series C for the period ended December 31, 2024 is as follows: 37.47 % (1 year), 16.91 % (3 years), 15.24 (5 years) and 4.66 % (since inception, January 2001). IG Mackenzie Global Resource Fund II was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the Natural Resources Equity category out of a total of 28 funds. Performance of Series I for the period ended December 31, 2024 is as follows: 12.60 % (1 year), 11.29 % (3 years), 16.11 (5 years) and 6.41 % (since inception, October 2002). IG Mackenzie Pacific International Fund was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the Asia Pacific ex-Japan Equity category out of a total of 7 funds. Performance of Series C for the period ended December 31, 2024 is as follows: 17.54 % (1 year), 2.86 % (3 years), 3.94 % (5 years) and 4.82 % (since inception, September 1990). IG Mackenzie U.S. Dividend Registered Fund was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the Global Equity Balanced category out of a total of 187 funds. Performance of Series B for the period ended December 31, 2024 is as follows: 23.51 % (1 year), 7.61 % (3 years), 9.98 % (5 years)) and 7.92 % (since inception, January 2015). IG Putnam U.S. Growth Fund was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+® Awards in the U.S. Equity category out of a total of 2374 funds. Performance of Series B for the period ended December 31, 2024 is as follows: 42.17 % (1 year), 13.06 % (3 years), 18.10 % (5 years) and 18.34 % (since inception, November 2011).