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IG FI Canadian Equity Fund Series C

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Canadian Equity

FundGrade D Click for more information on Fundata’s FundGrade

FundGrade D

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeD Click for more information on Fundata’s ESG Grade

Fundata ESG Grade D

Click for more information on Fundata’s ESG Grade.

NAVPS
(11-04-2025) 		$33.01
Change
-$0.47 (-1.41%)

As at September 30, 2025

As at July 31, 2025

As at September 30, 2025

Period
Created with Highcharts 10.3.3Jul 2023Jul 2025Oct 2022Jan 2023Apr 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jan 2001Jan 2005Jan 2009Jan 2013Jan 2017Jan 2021Jan 2025Jan …$10,000$12,000$14,000$16,000Period

Legend

IG FI Canadian Equity Fund Series C

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Fund Returns

Inception Return (November 27, 2000): 6.57%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 3.75% 8.68% 14.52% 15.33% 19.52% 21.49% 16.17% 10.00% 12.75% 10.59% 10.28% 9.56% 8.88% 8.86%
Benchmark 5.40% 12.50% 22.09% 23.93% 28.60% 27.66% 21.31% 14.00% 16.68% 13.71% 12.74% 11.86% 11.56% 11.82%
Category Average 3.73% 8.51% 17.60% 18.38% 21.36% 22.37% 17.38% 11.53% 14.41% 11.36% 10.37% 9.59% 9.33% 9.56%
Category Rank 408 / 767 373 / 763 605 / 744 596 / 739 512 / 739 478 / 702 540 / 683 506 / 637 485 / 578 404 / 540 327 / 502 302 / 467 328 / 439 310 / 392
Quartile Ranking 3 2 4 4 3 3 4 4 4 3 3 3 3 4

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%6%8%
Monthly Return
Return % Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Fund 1.22% 6.41% -3.78% 3.47% -0.63% -2.06% -0.70% 4.52% 1.54% 1.47% 3.23% 3.75%
Benchmark 0.85% 6.37% -3.27% 3.48% -0.40% -1.51% -0.10% 5.56% 2.91% 1.69% 4.96% 5.40%

Best Monthly Return Since Inception

11.86% (May 2009)

Worst Monthly Return Since Inception

-18.51% (October 2008)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund -3.95% 10.79% 4.58% -7.66% 22.40% 5.82% 20.83% -6.17% 9.54% 17.46%
Benchmark -8.32% 21.08% 9.10% -8.89% 22.88% 5.60% 25.09% -5.84% 11.75% 21.65%
Category Average -6.15% 16.46% 6.89% -9.47% 19.21% 3.42% 23.26% -4.82% 9.85% 17.87%
Quartile Ranking 2 4 4 2 2 2 4 3 3 3
Category Rank 154/ 379 388/ 407 387/ 449 143/ 475 138/ 521 153/ 547 470/ 582 446/ 650 436/ 687 495/ 712

Best Calendar Return (Last 10 years)

22.40% (2019)

Worst Calendar Return (Last 10 years)

-7.66% (2018)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 89.06
US Equity 8.63
Cash and Equivalents 1.57
Income Trust Units 0.74

Sector Allocation

Sector Allocation
Name Percent
Financial Services 31.81
Energy 14.25
Basic Materials 13.86
Technology 10.35
Industrial Services 9.56
Other 20.17

Geographic Allocation

Geographic Allocation
Name Percent
North America 99.26
Latin America 0.74

Top Holdings

Top Holdings
Name Percent
Toronto-Dominion Bank 8.42
Royal Bank of Canada 6.92
Shopify Inc Cl A 6.59
Agnico Eagle Mines Ltd 5.40
TC Energy Corp 3.74
Suncor Energy Inc 3.23
Loblaw Cos Ltd 3.04
Constellation Software Inc 2.89
Franco-Nevada Corp 2.84
Waste Connections Inc 2.83

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return6810121416182022245%10%15%20%25%30%35%40%45%

IG FI Canadian Equity Fund Series C

Median

Other - Canadian Equity

3 Yr Annualized

Standard Deviation 11.69% 12.34% 12.06%
Beta 0.94% 0.95% 0.92%
Alpha -0.03% -0.03% -0.02%
Rsquared 0.97% 0.97% 0.96%
Sharpe 1.01% 0.83% 0.62%
Sortino 2.01% 1.32% 0.76%
Treynor 0.12% 0.11% 0.08%
Tax Efficiency 94.11% 90.60% 92.65%
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 6 on a scale of 1 to 10

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 10.19% 11.69% 12.34% 12.06%
Beta 0.92% 0.94% 0.95% 0.92%
Alpha -0.05% -0.03% -0.03% -0.02%
Rsquared 0.95% 0.97% 0.97% 0.96%
Sharpe 1.52% 1.01% 0.83% 0.62%
Sortino 3.20% 2.01% 1.32% 0.76%
Treynor 0.17% 0.12% 0.11% 0.08%
Tax Efficiency 95.71% 94.11% 90.60% 92.65%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A28.2​28.240.5​40.50%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A36.9​36.943.7​43.70%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A30.4​30.437.1​37.10%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A17.2​17.235.7​35.70%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date November 27, 2000
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Partially Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $1,846

Fund Codes

FundServ Code Load Code Sales Status
IGI149

Investment Objectives

The Fund aims to provide long-term capital growth by investing primarily in Canadian equity securities.

Investment Strategy

The Fund aims to generally invest in the same sectors and in approximately the same proportion as the S&P/TSX Capped Composite Index, except that the real estate sector will be considered as an industry group within the financials sector. These investments may or may not be included in this Index. The S&P/TSX Capped Composite Index is made up of the largest and most actively traded companies on the Toronto Stock Exchange, which are currently divided into 11 sectors, such as energy and financials

Portfolio Management

Portfolio Manager

I.G. Investment Management, Ltd.
Sub-Advisor

Fidelity Investments Canada ULC

  • Andrew Marchese

Management and Organization

Fund Manager

I.G. Investment Management, Ltd.
Custodian

Canadian Imperial Bank of Commerce
Registrar

I.G. Investment Management, Ltd.
Distributor

Investors Group Financial Services Inc.

Investors Group Securities Inc.

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment 50
PAC Subsequent 50
SWP Allowed Yes
SWP Min Balance 250
SWP Min Withdrawal 100

Fees

MER 2.80%
Management Fee 1.85%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) 0.70%
Trailer Fee Max (LL) -

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