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iProfile Low Volatility Private Pool Series I

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Global Equity

FundGrade A Click for more information on Fundata’s FundGrade

FundGrade A

Click for more information on Fundata’s FundGrade.

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

Fundata ESG Grade C

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-16-2025) 		$12.86
Change
$0.11 (0.88%)

As at April 30, 2025

As at February 28, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jul 2021Nov 2021Mar 2022Jul 2022Nov 2022Mar 2023Jul 2023Nov 2023Mar 2024Jul 2024Nov 2024Mar 2025Apr 2022Oct 2022Jan 2023Apr 2023Oct 2023Jan 2024Apr 2024Oct 2024Jan 2025Sep 2021May 2022Jan 2023Sep 2023May 2024Jan 2025$10,000$12,000$14,000$16,000$8,000$9,000$11,000$13,000Period

Legend

iProfile Low Volatility Private Pool Series I

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Fund Returns

Inception Return (March 15, 2021): 9.48%

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 -2.72% -1.21% 4.79% 2.34% 16.83% 12.75% 10.80% 9.19% - - - - - -
Benchmark -2.97% -7.99% 0.02% -4.37% 12.05% 15.36% 12.95% 8.94% 12.87% 10.21% 10.09% 9.79% 11.46% 10.10%
Category Average -2.36% -7.61% -0.68% -3.44% 8.76% 11.25% 9.41% 5.89% 10.36% 7.80% 7.70% 7.48% 8.67% 7.40%
Category Rank 955 / 2,117 101 / 2,105 59 / 2,092 139 / 2,101 80 / 2,031 636 / 1,907 568 / 1,772 221 / 1,617 - - - - - -
Quartile Ranking 2 1 1 1 1 2 2 1 - - - - - -

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%6%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 1.42% 0.77% 5.31% 1.84% 1.05% 0.66% 3.93% -1.48% 3.59% 1.65% -0.09% -2.72%
Benchmark 3.15% 2.29% 2.79% 0.04% 2.54% 0.69% 4.44% 0.14% 3.94% -1.04% -4.18% -2.97%

Best Monthly Return Since Inception

5.79% (November 2022)

Worst Monthly Return Since Inception

-4.51% (January 2022)

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 - - - - - - - -5.59% 7.65% 21.72%
Benchmark 16.88% 5.18% 16.29% -1.79% 21.41% 13.15% 17.62% -12.64% 19.37% 26.84%
Category Average 8.98% 3.86% 14.23% -5.38% 19.94% 11.73% 16.21% -13.86% 15.08% 20.13%
Quartile Ranking - - - - - - - 1 4 2
Category Rank - - - - - - - 149/ 1,735 1,748/ 1,883 932/ 2,000

Best Calendar Return (Last 10 years)

21.72% (2024)

Worst Calendar Return (Last 10 years)

-5.59% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 54.34
International Equity 40.05
Canadian Equity 4.02
Cash and Equivalents 1.27
Income Trust Units 0.33
Other -0.01

Sector Allocation

Sector Allocation
Name Percent
Financial Services 15.43
Technology 15.21
Healthcare 13.38
Consumer Goods 10.49
Consumer Services 7.28
Other 38.21

Geographic Allocation

Geographic Allocation
Name Percent
North America 59.64
Europe 20.69
Asia 13.00
Multi-National 4.85
Africa and Middle East 1.04
Other 0.78

Top Holdings

Top Holdings
Name Percent
Mackenzie IG Low Volatility U.S. Equity Pool Ser P 57.92
BlackRock IG Low Volatility Intl Equ Pl Ser P 33.30
Mackenzie - IG Low Volatility Emerging Markets Equity Pool 4.85
Mackenzie IG Low Volatility Canadian Eq Pl Ser P 3.93

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 Return681012141618202224-20%-10%0%10%20%30%

iProfile Low Volatility Private Pool Series I

Median

Other - Global Equity

3 Yr Annualized

Standard Deviation 8.58% - -
Beta 0.58% - -
Alpha 0.03% - -
Rsquared 0.68% - -
Sharpe 0.79% - -
Sortino 1.54% - -
Treynor 0.12% - -
Tax Efficiency 84.92% - -
Volatility Volatility rating is 4 on a scale of 1 to 10 - -

Risk Rating

Rating 4 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 7.77% 8.58% - -
Beta 0.58% 0.58% - -
Alpha 0.09% 0.03% - -
Rsquared 0.49% 0.68% - -
Sharpe 1.57% 0.79% - -
Sortino 3.74% 1.54% - -
Treynor 0.21% 0.12% - -
Tax Efficiency 84.58% 84.92% - -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A65.3​65.358.3​58.30%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: A58.6​58.659.5​59.50%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: A70.3​70.357.8​57.80%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: A68.0​68.056.6​56.60%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 March 15, 2021
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status -
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $605

Fund Codes

FundServ Code Load Code Sales Status
IGI1889

Investment Objectives

The Pool aims to provide long-term capital appreciation by investing in equity securities from around the world while seeking to provide lower volatility. In order to change its investment objective, the Pool needs approval from a majority of its investors who vote at a meeting held for this purpose, unless it is required by law to make the change.

Investment Strategy

To achieve the Pool’s investment objective, the Portfolio Advisor allocates investments to a number of Mandates, each of which is separately managed. The Portfolio Advisor will vary the allocation of investments among the Mandates based on an assessment of overall economic and market conditions.

Portfolio Management

Portfolio Manager

I.G. Investment Management, Ltd.

  • Philip Petursson
Sub-Advisor

-

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 200
PAC Subsequent -
SWP Allowed No
SWP Min Balance -
SWP Min Withdrawal -

Fees

MER 0.62%
Management Fee 0.25%
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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