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IG Beutel Goodman Canadian Balanced Fund Series C

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Canadian Equity Balanced

FundGrade E Click for more information on Fundata’s FundGrade

FundGrade E

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.

FundGrade A+® Rating Recipient

FundGrade A+® Rating Recipient

2019, 2018, 2017, 2016

Click for more information on Fundata’s FundGrade

NAVPS
(07-23-2025) 		$26.83
Change
$0.08 (0.32%)

As at June 30, 2025

As at April 30, 2025

As at June 30, 2025

Period
Created with Highcharts 10.3.3Jan 2024Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jan 2000Jan 2005Jan 2010Jan 2015Jan 2020Jan 2025J…$10,000$9,000$11,000$12,000$13,000Period

Legend

IG Beutel Goodman Canadian Balanced Fund Series C

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Fund Returns

Inception Return (July 15, 1996): 5.13%

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 1.14% 2.74% 3.34% 3.34% 11.57% 8.15% 8.32% 4.15% 7.31% 5.17% 4.78% 4.83% 5.20% 4.77%
Benchmark 2.20% 6.20% 7.93% 7.93% 20.99% 15.39% 13.08% 8.09% 11.08% 9.26% 8.63% 8.55% 8.51% 7.76%
Category Average 1.55% 4.26% 4.66% 4.66% 13.32% 11.07% 10.26% 5.96% 8.87% 6.90% 6.38% 6.13% 6.38% 5.75%
Category Rank 284 / 390 318 / 371 316 / 371 316 / 371 293 / 370 341 / 365 347 / 362 335 / 355 301 / 328 327 / 327 299 / 306 275 / 284 264 / 269 231 / 252
Quartile Ranking 3 4 4 4 4 4 4 4 4 4 4 4 4 4

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%
Monthly Return
Return % Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Fund 5.18% 0.26% 1.82% -1.39% 4.05% -2.01% 2.24% 0.02% -1.64% -1.76% 3.39% 1.14%
Benchmark 4.94% 1.05% 2.82% 0.37% 5.15% -2.58% 2.89% -0.02% -1.20% -0.27% 4.19% 2.20%

Best Monthly Return Since Inception

8.51% (November 2020)

Worst Monthly Return Since Inception

-10.05% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-10%-5%0%5%10%15%20%25%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund -1.07% 10.19% 5.82% -4.22% 9.90% 3.93% 10.61% -5.36% 6.70% 10.26%
Benchmark -5.39% 15.95% 7.50% -6.34% 18.83% 6.85% 17.62% -7.12% 10.48% 17.11%
Category Average -2.09% 10.63% 6.12% -6.63% 14.36% 4.77% 15.38% -7.74% 9.70% 12.92%
Quartile Ranking 3 3 3 2 4 3 4 2 4 4
Category Rank 170/ 251 134/ 259 172/ 270 81/ 299 312/ 319 209/ 327 332/ 353 107/ 361 337/ 365 343/ 367

Best Calendar Return (Last 10 years)

10.61% (2021)

Worst Calendar Return (Last 10 years)

-5.36% (2022)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 54.09
International Equity 14.74
US Equity 12.36
Canadian Government Bonds 9.56
Canadian Corporate Bonds 6.37
Other 2.88

Sector Allocation

Sector Allocation
Name Percent
Financial Services 22.02
Fixed Income 16.02
Consumer Services 9.76
Industrial Services 8.77
Technology 7.51
Other 35.92

Geographic Allocation

Geographic Allocation
Name Percent
North America 85.17
Europe 13.43
Asia 1.41

Top Holdings

Top Holdings
Name Percent
Toronto-Dominion Bank 4.76
Royal Bank of Canada 3.93
Bank of Montreal 2.89
Canadian National Railway Co 2.08
RB Global Inc 1.87
Fortis Inc 1.85
Restaurant Brands International Inc 1.85
TC Energy Corp 1.84
CGI Inc Cl A 1.84
Nutrien Ltd 1.83

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Average Duration: M. Average Credit Quality: M.
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return78910111213144%6%8%10%12%14%16%18%20%

IG Beutel Goodman Canadian Balanced Fund Series C

Median

Other - Canadian Equity Balanced

3 Yr Annualized

Standard Deviation 10.56% 10.07% 9.12%
Beta 0.97% 0.92% 0.83%
Alpha -0.04% -0.03% -0.02%
Rsquared 0.92% 0.90% 0.86%
Sharpe 0.43% 0.50% 0.37%
Sortino 0.88% 0.75% 0.33%
Treynor 0.05% 0.06% 0.04%
Tax Efficiency 86.77% 84.42% 84.97%
Volatility Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 4 on a scale of 1 to 10

Risk Rating

Rating 5 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 8.45% 10.56% 10.07% 9.12%
Beta 0.95% 0.97% 0.92% 0.83%
Alpha -0.07% -0.04% -0.03% -0.02%
Rsquared 0.92% 0.92% 0.90% 0.86%
Sharpe 0.94% 0.43% 0.50% 0.37%
Sortino 2.12% 0.88% 0.75% 0.33%
Treynor 0.08% 0.05% 0.06% 0.04%
Tax Efficiency 83.96% 86.77% 84.42% 84.97%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A67.8​67.845.0​45.00%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: A63.1​63.147.5​47.50%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: A68.8​68.843.6​43.60%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: A64.6​64.644.8​44.80%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 July 15, 1996
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Partially Open
Currency CAD
Distribution Frequency Quarterly
Assets ($mil) $712

Fund Codes

FundServ Code Load Code Sales Status
IGI120

Investment Objectives

The Fund aims to provide income and long-term capital growth by investing primarily in Canadian equity, fixed income and money market assets.

Investment Strategy

The Fund’s asset mix will generally be kept within the following ranges: 60-90% equity and 10-40% fixed income. Generally, the Fund will not invest more than 30% of its assets in foreign securities. The Fund may engage in Securities Lending, Repurchase and Reverse Repurchase Transactions, and use Derivatives.

Portfolio Management

Portfolio Manager

I.G. Investment Management, Ltd.

  • Colin Ramkissoon
Sub-Advisor

Beutel Goodman & Company Ltd.

  • Mark Thomson

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 2.93%
Management Fee 1.95%
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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