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IG Growth Portfolio - Canadian Equity Series C
Canadian Focused Equity
Click for more information on Fundata’s FundGrade
FundGrade C
Click for more information on Fundata’s FundGrade.
|
NAVPS (08-25-2026) |
$16.92 |
|---|---|
| Change |
$0.09
(0.54%)
|
As at July 31, 2026
As at May 31, 2026
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Legend
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Fund Returns
Inception Return (February 15, 1989): 6.46%
| 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 | -0.08% | 5.16% | 11.17% | 12.09% | 26.84% | 20.63% | 18.91% | 16.23% | 11.46% | 13.71% | 11.65% | 10.24% | 9.92% | 9.40% |
| Benchmark | 0.28% | 5.18% | 11.34% | 12.74% | 28.64% | 23.63% | 21.47% | 18.54% | 13.71% | 15.81% | 13.97% | 12.46% | 12.46% | 12.00% |
| Category Average | 1.09% | 5.05% | 10.07% | 10.56% | 20.34% | 16.96% | 16.69% | 14.56% | 10.89% | 13.69% | 11.76% | 10.32% | 10.19% | 9.92% |
| Category Rank | 437 / 578 | 307 / 575 | 221 / 574 | 222 / 573 | 183 / 569 | 156 / 543 | 175 / 537 | 185 / 530 | 264 / 518 | 297 / 509 | 314 / 504 | 310 / 480 | 330 / 461 | 307 / 406 |
| Quartile Ranking | 4 | 3 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 4 |
Monthly Return
| Return % | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 3.74% | 4.89% | 1.59% | 2.09% | 0.27% | 0.83% | 4.40% | -4.52% | 6.07% | 4.00% | 1.19% | -0.08% |
| Benchmark | 3.86% | 5.11% | 1.57% | 2.40% | 0.50% | 1.25% | 5.77% | -4.75% | 5.08% | 3.80% | 1.05% | 0.28% |
Best Monthly Return Since Inception
11.89% (April 2009)
Worst Monthly Return Since Inception
-18.54% (August 1998)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 11.62% | 4.85% | -10.35% | 19.13% | 4.18% | 22.20% | -12.09% | 12.23% | 21.09% | 21.15% |
| Benchmark | 14.44% | 10.80% | -7.14% | 21.45% | 7.58% | 21.76% | -8.87% | 13.60% | 22.75% | 25.52% |
| Category Average | 11.42% | 8.06% | -8.78% | 18.54% | 7.73% | 22.26% | -9.42% | 13.34% | 19.16% | 17.10% |
| Quartile Ranking | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 |
| Category Rank | 284/ 402 | 296/ 413 | 338/ 463 | 311/ 493 | 351/ 508 | 305/ 509 | 327/ 519 | 337/ 530 | 250/ 537 | 156/ 543 |
Best Calendar Return (Last 10 years)
22.20% (2021)
Worst Calendar Return (Last 10 years)
-12.09% (2022)
Asset Allocation
| Name | Percent |
|---|---|
| Canadian Equity | 50.28 |
| US Equity | 31.20 |
| International Equity | 4.15 |
| Cash and Equivalents | 3.00 |
| Income Trust Units | 1.48 |
| Other | 9.89 |
Sector Allocation
| Name | Percent |
|---|---|
| Mutual Fund | 41.88 |
| Financial Services | 17.55 |
| Basic Materials | 8.25 |
| Energy | 7.08 |
| Industrial Services | 5.07 |
| Other | 20.17 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 86.24 |
| Multi-National | 13.69 |
| Europe | 0.15 |
| Asia | 0.10 |
| Africa and Middle East | 0.03 |
| Other | -0.21 |
Top Holdings
| Name | Percent |
|---|---|
| Mackenzie Canadian Equity Fund Investor Series | 55.09 |
| Mack US Equity Pool Sr IG | 23.63 |
| Mackenzie Enhanced Equity Risk Premia Fund Sr IG | 5.61 |
| Mackenzie US Quantitative Small Cap Fund Series IG | 5.27 |
| Mack EAFE Equity Pool Sr IG | 3.28 |
| Mackenzie Broad Risk Premia Collection Fund Sr IG | 3.02 |
| Mackenzie Enhanced Fixed Income Risk Premia Fund Sr IG | 1.24 |
| Mackenzie GQE Global Equity Fund Series A | 0.96 |
| Canadian Dollar Futures Margin BMO | 0.75 |
| Mackenzie Emerging Markets Large Cap Fund Sr IG | 0.54 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
IG Growth Portfolio - Canadian Equity Series C
Median
Other - Canadian Focused Equity
3 Yr Annualized
| Standard Deviation | 10.93% | 12.90% | 12.34% |
|---|---|---|---|
| Beta | 1.07 | 1.08 | 1.01 |
| Alpha | -0.03 | -0.03 | -0.02 |
| Rsquared | 0.97% | 0.98% | 0.97% |
| Sharpe | 1.33 | 0.68 | 0.64 |
| Sortino | 2.66 | 1.07 | 0.80 |
| Treynor | 0.14 | 0.08 | 0.08 |
| Tax Efficiency | 95.43% | 81.36% | 84.37% |
| Volatility |
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|
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Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 9.89% | 10.93% | 12.90% | 12.34% |
| Beta | 0.97 | 1.07 | 1.08 | 1.01 |
| Alpha | -0.01 | -0.03 | -0.03 | -0.02 |
| Rsquared | 0.96% | 0.97% | 0.98% | 0.97% |
| Sharpe | 2.24 | 1.33 | 0.68 | 0.64 |
| Sortino | 4.49 | 2.66 | 1.07 | 0.80 |
| Treynor | 0.23 | 0.14 | 0.08 | 0.08 |
| Tax Efficiency | 98.17% | 95.43% | 81.36% | 84.37% |
Fund Details
| Start Date | February 15, 1989 |
|---|---|
| Instrument Type | Mutual Fund (Wrap Program) |
| Share Class | Commission Based Advice |
| Legal Status | Trust |
| Sales Status | Partially Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $380 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| IGI094 |
Investment Objectives
The Portfolio aims to provide potential long-term capital growth by investing primarily in Underlying Funds.
Investment Strategy
The Portfolio will obtain exposure to equity securities primarily by investing in Underlying Funds and/or directly in securities. Based on its assessment of economic and market conditions, the Sub-advisor may actively shift the allocation of the Portfolio’s exposures with respect to geography, sector, investment style, market capitalization, and/or currency. In addition, the Portfolio may also invest in other asset classes.
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 |
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 | 2.79% |
|---|---|
| Management Fee | 1.77% |
| 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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