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IG Low Volatility Portfolio - Income Focus B

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Global Fixed Inc Balanced

FundGrade B Click for more information on Fundata’s FundGrade

FundGrade B

Click for more information on Fundata’s FundGrade.

NAVPS
(07-22-2025) 		$11.57
Change
$0.00 (-0.03%)

As at June 30, 2025

Period
Created with Highcharts 10.3.3Jan 2019May 2019Sep 2019Jan 2020May 2020Sep 2020Jan 2021May 2021Sep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 2025May 2025Jul 2022Oct 2022Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Apr 2025Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025$10,000$11,000$12,000$13,000$9,000$14,000$9,500$10,500$11,500$12,500Period

Legend

IG Low Volatility Portfolio - Income Focus B

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Fund Returns

Inception Return (November 12, 2018): 3.98%

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 1.04% 0.96% 2.42% 2.42% 8.67% 7.92% 7.00% 2.77% 3.58% 3.42% - - - -
Benchmark 1.79% 0.63% 2.54% 2.54% 10.33% 9.38% 8.07% 2.58% 2.12% 3.19% 3.50% 3.70% 3.61% 4.25%
Category Average 1.31% 1.97% 3.13% 3.13% 8.43% 7.87% 6.93% 2.26% 3.66% 3.49% 3.59% 3.42% 3.57% 3.38%
Category Rank 689 / 997 820 / 989 663 / 987 663 / 987 473 / 972 500 / 917 501 / 900 340 / 825 382 / 781 370 / 745 - - - -
Quartile Ranking 3 4 3 3 2 3 3 2 2 2 - - - -

Monthly Return

Created with Highcharts 10.3.3-2%-1%0%1%2%3%4%
Monthly Return
Return % Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Fund 2.90% 0.31% 1.74% -0.30% 2.25% -0.88% 1.83% 0.82% -1.19% -1.56% 1.50% 1.04%
Benchmark 3.61% -0.15% 2.06% -0.11% 1.82% 0.19% 1.92% 0.64% -0.65% -1.67% 0.54% 1.79%

Best Monthly Return Since Inception

4.58% (April 2020)

Worst Monthly Return Since Inception

-5.99% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - 9.19% 5.03% 5.09% -9.51% 5.98% 10.40%
Benchmark 16.91% 0.39% 3.81% 5.53% 6.30% 9.09% -0.49% -11.13% 6.74% 11.56%
Category Average 1.21% 4.39% 5.49% -2.85% 9.97% 7.08% 4.51% -11.10% 7.71% 8.38%
Quartile Ranking - - - - 3 4 2 2 4 1
Category Rank - - - - 408/ 710 595/ 767 263/ 819 265/ 865 810/ 907 216/ 959

Best Calendar Return (Last 10 years)

10.40% (2024)

Worst Calendar Return (Last 10 years)

-9.51% (2022)

Asset Allocation

Sector Allocation

Geographic Allocation

Top Holdings

Equity Style

Equity style data not available

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 Return456789101112130%2%4%6%8%10%12%14%

IG Low Volatility Portfolio - Income Focus B

Median

Other - Global Fixed Inc Balanced

3 Yr Annualized

Standard Deviation 6.37% 6.21% -
Beta 0.95% 0.81% -
Alpha -0.01% 0.02% -
Rsquared 0.85% 0.71% -
Sharpe 0.47% 0.20% -
Sortino 1.03% 0.16% -
Treynor 0.03% 0.02% -
Tax Efficiency 85.37% 77.56% -
Volatility Volatility rating is 3 on a scale of 1 to 10 Volatility rating is 2 on a scale of 1 to 10 -

Risk Rating

Rating 3 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 4.98% 6.37% 6.21% -
Beta 0.91% 0.95% 0.81% -
Alpha -0.01% -0.01% 0.02% -
Rsquared 0.84% 0.85% 0.71% -
Sharpe 1.03% 0.47% 0.20% -
Sortino 2.08% 1.03% 0.16% -
Treynor 0.06% 0.03% 0.02% -
Tax Efficiency 90.08% 85.37% 77.56% -

Fund Details

Start Date November 12, 2018
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $1,382

Fund Codes

FundServ Code Load Code Sales Status
IGI1774

Investment Objectives

The Portfolio aims to provide long-term capital stability and income by investing primarily in Underlying Funds that provide fixed income exposure. The Portfolio will also provide exposure to equity securities and may also invest in other asset classes.

Investment Strategy

The Portfolio primarily invests in, or gains exposure to, fixed income/real property and equity securities with an emphasis on risk-adjusted returns. The Portfolio will obtain its exposures by investing in Underlying Funds and/or directly in securities. Under normal market conditions, exposures to fixed income/real property and equity will generally be kept within the following ranges: Asset Class Exposure Range - Fixed Income/Real Property 50-80%, Equity 20-40%.

Portfolio Management

Portfolio Manager

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

Mackenzie Financial Corporation

  • Les Grober
  • Irina Skrylev

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 10,000
SWP Min Withdrawal 100

Fees

MER 2.39%
Management Fee 1.80%
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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