Join Fund Library now and get free access to personalized features to help you manage your investments.

IG Growth Portfolio - Canadian Equity C

Canadian Focused Equity

FundGrade D Click for more information on Fundata’s FundGrade

FundGrade D

Click for more information on Fundata’s FundGrade.

NAVPS
(01-17-2025)
$12.35
Change
$0.13 (1.10%)

As at December 31, 2024

As at October 31, 2024

Period

Chart

Combination chart with 2 data series.
The chart has 2 X axes displaying Time and navigator-x-axis.
The chart has 2 Y axes displaying values and navigator-y-axis.
End of interactive chart.

Legend

IG Growth Portfolio - Canadian Equity C

Compare Options


Fund Returns

Inception Return (February 15, 1989): 5.85%

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 -2.24% 3.79% 11.74% 21.09% 21.09% 16.58% 6.11% 9.92% 8.75% 10.42% 7.18% 6.88% 7.40% 6.42%
Benchmark -2.12% 4.20% 13.14% 22.75% 22.75% 18.09% 8.32% 11.53% 10.73% 12.45% 9.41% 9.59% 10.12% 8.98%
Category Average -2.34% 3.19% 10.19% 19.15% 19.15% 16.21% 6.95% 10.59% 10.01% 11.39% 8.25% 8.23% 8.58% 7.42%
Category Rank 326 / 576 275 / 576 211 / 575 255 / 570 255 / 570 296 / 563 382 / 552 365 / 539 439 / 531 415 / 517 407 / 482 374 / 432 357 / 409 320 / 376
Quartile Ranking 3 2 2 2 2 3 3 3 4 4 4 4 4 4

Monthly Return

Chart

Bar chart with 2 data series.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from -2.9349 to 6.2892.
End of interactive chart.
Monthly Return
Return % Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Fund 0.62% 3.49% 3.61% -2.93% 3.17% 0.30% 4.29% 0.56% 2.66% -0.12% 6.29% -2.24%
Benchmark 0.82% 3.10% 3.64% -1.88% 2.82% -0.17% 4.75% 0.75% 2.88% 0.77% 5.65% -2.12%

Best Monthly Return Since Inception

11.89% (April 2009)

Worst Monthly Return Since Inception

-18.54% (August 1998)

Calendar Return (%)

Chart

Bar chart with 2 data series.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from -12.085406 to 22.751909.
End of interactive chart.
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund -2.03% 11.62% 4.85% -10.35% 19.13% 4.18% 22.20% -12.09% 12.23% 21.09%
Benchmark -0.77% 14.44% 10.80% -7.14% 21.45% 7.58% 21.76% -8.87% 13.60% 22.75%
Category Average -2.47% 11.42% 8.06% -8.78% 18.54% 7.73% 22.26% -9.42% 13.34% 19.15%
Quartile Ranking 3 3 3 3 3 3 3 3 3 2
Category Rank 268/ 376 287/ 409 315/ 432 358/ 482 323/ 517 369/ 531 323/ 539 360/ 552 339/ 563 255/ 570

Best Calendar Return (Last 10 years)

22.20% (2021)

Worst Calendar Return (Last 10 years)

-12.09% (2022)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 50.56
US Equity 33.52
International Equity 11.54
Foreign Bonds - Funds 1.44
Cash and Equivalents -0.06
Other 3.00

Sector Allocation

Sector Allocation
Name Percent
Mutual Fund 98.62
Fixed Income 1.44
Cash and Cash Equivalent -0.06

Geographic Allocation

Geographic Allocation
Name Percent
North America 84.08
Multi-National 15.98
Other -0.06

Top Holdings

Top Holdings
Name Percent
Mack Canadian Equity Pool Sr IG 50.56
Mack US Equity Pool Sr IG 33.52
Mackenzie Enhanced Equity Risk Premia Fund Sr IG 5.83
Mack EAFE Equity Pool Sr IG 5.43
Mackenzie Broad Risk Premia Collection Fund Sr IG 3.00
Mackenzie Enhanced Fixed Income Risk Premia Fund Sr IG 1.44
Mackenzie Emerging Markets Large Cap Fund Sr IG 0.27
Currency Hedge contract #HG733 0.04
Currency Hedge contract #HG756 0.03
Currency Hedge contract #HG757 0.03

Equity Style

Equity style data not available

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Chart

Scatter chart with 3 data series.
The chart has 1 X axis displaying Risk (Annualized Standard Deviation). Data ranges from 6.8987 to 21.5153.
The chart has 1 Y axis displaying Return. Data ranges from -2.660412 to 16.257336.
End of interactive chart.

IG Growth Portfolio - Canadian Equity C

Median

Other - Canadian Focused Equity

3 Yr Annualized

Standard Deviation 14.28% 14.78% 12.09%
Beta 1.09% 1.00% 1.00%
Alpha -0.03% -0.02% -0.02%
Rsquared 0.99% 0.98% 0.96%
Sharpe 0.23% 0.49% 0.44%
Sortino 0.41% 0.63% 0.47%
Treynor 0.03% 0.07% 0.05%
Tax Efficiency 86.41% 74.13% 73.57%
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 6 on a scale of 1 to 10

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 9.48% 14.28% 14.78% 12.09%
Beta 1.10% 1.09% 1.00% 1.00%
Alpha -0.03% -0.03% -0.02% -0.02%
Rsquared 0.97% 0.99% 0.98% 0.96%
Sharpe 1.62% 0.23% 0.49% 0.44%
Sortino 4.12% 0.41% 0.63% 0.47%
Treynor 0.14% 0.03% 0.07% 0.05%
Tax Efficiency 91.46% 86.41% 74.13% 73.57%

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) $318

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 Manager(s)

Name Start Date
Nelson Arruda 08-01-2021
Mackenzie Financial Corporation 09-05-2022

Management and Organization

Fund Manager I.G. Investment Management, Ltd.
Advisor I.G. Investment Management, Ltd.
Custodian Canadian Imperial Bank of Commerce
Registrar I.G. Investment Management, Ltd.
Distributor Investors Group Financial Services Inc.
Auditor KPMG LLP

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) -

Join Fund Library now and get free access to personalized features to help you manage your investments.