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IG Mackenzie Global Science & Technology Fund II B

Sector Equity

NAVPS
(09-19-2025)
$67.31
Change
$0.34 (0.50%)

As at August 31, 2025

Period
Created with Highcharts 10.3.3Jan 2024Jul 2025Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jan 2004Jan 2007Jan 2010Jan 2013Jan 2016Jan 2019Jan 2022Jan 2025Jan …$10,000$7,500$12,500$15,000$17,500$20,000$22,500Period

Legend

IG Mackenzie Global Science & Technology Fund II B

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Fund Returns

Inception Return (October 24, 2002): 8.78%

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 0.45% 13.29% 9.23% 4.39% 18.86% 26.06% 27.68% 14.38% 16.32% 19.14% 16.37% 17.94% 18.13% 17.72%
Benchmark 4.96% 9.85% 14.09% 17.59% 25.86% 22.26% 17.49% 11.88% 14.98% 13.03% 11.75% 11.54% 11.06% 10.82%
Category Average 1.26% 9.93% 8.24% 9.80% 14.11% 17.69% 17.26% 5.79% 9.94% 12.42% 10.80% 12.06% 12.10% 11.44%
Category Rank - - - - - - - - - - - - - -
Quartile Ranking - - - - - - - - - - - - - -

Monthly Return

Created with Highcharts 10.3.3-15%-10%-5%0%5%10%15%
Monthly Return
Return % Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug
Fund 1.92% 2.09% 5.48% 3.75% -1.62% -2.86% -9.37% -2.92% 9.58% 8.01% 4.43% 0.45%
Benchmark 3.15% 0.85% 6.37% -3.27% 3.48% -0.40% -1.51% -0.10% 5.56% 2.91% 1.69% 4.96%

Best Monthly Return Since Inception

11.22% (July 2022)

Worst Monthly Return Since Inception

-19.28% (September 2008)

Calendar Return (%)

Created with Highcharts 10.3.3-40%-20%0%20%40%60%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund 16.71% 8.69% 27.50% 0.28% 31.88% 27.17% 23.40% -25.07% 44.53% 43.80%
Benchmark -8.32% 21.08% 9.10% -8.89% 22.88% 5.60% 25.09% -5.84% 11.75% 21.65%
Category Average 16.21% -0.43% 20.39% 1.55% 22.37% 29.99% 15.34% -25.24% 26.53% 20.41%
Quartile Ranking - - - - - - - - - -
Category Rank - - - - - - - - - -

Best Calendar Return (Last 10 years)

44.53% (2023)

Worst Calendar Return (Last 10 years)

-25.07% (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 Return1214161820222426283032343638404244-40%-20%0%20%40%60%

IG Mackenzie Global Science & Technology Fund II B

Median

Other - Sector Equity

3 Yr Annualized

Standard Deviation 18.21% 18.60% 16.81%
Beta 0.71% 0.87% 0.75%
Alpha 0.14% 0.04% 0.09%
Rsquared 0.24% 0.36% 0.33%
Sharpe 1.22% 0.77% 0.95%
Sortino 2.35% 1.24% 1.46%
Treynor 0.31% 0.16% 0.21%
Tax Efficiency 98.49% 98.21% 98.31%
Volatility Volatility rating is 10 on a scale of 1 to 10 Volatility rating is 10 on a scale of 1 to 10 Volatility rating is 10 on a scale of 1 to 10

Risk Rating

Rating Not Available

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 18.25% 18.21% 18.60% 16.81%
Beta 0.92% 0.71% 0.87% 0.75%
Alpha -0.03% 0.14% 0.04% 0.09%
Rsquared 0.27% 0.24% 0.36% 0.33%
Sharpe 0.87% 1.22% 0.77% 0.95%
Sortino 1.48% 2.35% 1.24% 1.46%
Treynor 0.17% 0.31% 0.16% 0.21%
Tax Efficiency 95.67% 98.49% 98.21% 98.31%

Fund Details

Start Date October 24, 2002
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $72

Fund Codes

FundServ Code Load Code Sales Status
IGI1967

Investment Objectives

The Fund aims to provide long-term capital growth by investing primarily in the shares of companies around the world that develop or use science and/or technology.

Investment Strategy

The Fund selects primarily the common shares of companies using a growth-oriented approach that: compares the company’s share price to its earnings and its cash flow; looks at who is part of the company’s management team; evaluates the company’s growth potential; and considers whether the company operates in large, high-growth markets.

Portfolio Management

Portfolio Manager

I.G. Investment Management, Ltd.

Sub-Advisor

Mackenzie Financial Corporation

Management and Organization

Fund Manager

I.G. Investment Management, Ltd.

Custodian

-

Registrar

-

Distributor

-

Investment Minimums

RSP Eligible Yes
PAC Allowed No
PAC Initial Investment -
PAC Subsequent -
SWP Allowed Yes
SWP Min Balance -
SWP Min Withdrawal 50

Fees

MER 2.76%
Management Fee 1.95%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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