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Fundata A+ Award Winners
ANNUALIZED RETURNS
PERCENTAGE OF PEERS BEATEN
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
★★★★
22.3
0.8
5.8
7.9
43
47
76
★★★★★
9.6
0.7
1.5
4.2
52
72
85
★★★★
22.7
6.1
-
9.4
40
77
-
★★★★
14.3
2.2
-
2.0
20
66
-
★★★★
19.0
4.4
-
4.1
34
66
-
★★★★★
37.0
13.1
16.5
7.7
63
89
88
★★★★★
43.1
15.2
16.4
14.1
52
100
100
★★★★★
23.4
3.3
6.8
8.0
47
100
100
★★★★★
26.6
8.9
11.8
9.3
82
97
99
-
Portfolio Solutions
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Portfolio Solutions
★★★★
20.6
5.2
-
6.3
69
79
-
★★★★
22.3
0.8
5.8
7.9
43
47
76
★★★★★
32.5
10.2
-
11.8
76
90
-
★★★★★
9.6
0.7
1.5
4.2
52
72
85
★★★★
22.7
6.1
-
9.4
40
77
-
★★★★
28.7
8.6
-
12.5
52
77
-
★★★★
14.3
2.2
-
2.0
20
66
-
★★★★
19.0
4.4
-
4.1
34
66
-
★★★★
22.1
6.7
7.9
3.8
57
77
75
★★★★
24.1
8.2
-
9.4
23
73
-
★★★★★
37.0
13.1
16.5
7.7
63
89
88
★★★★
19.2
4.4
6.6
6.7
37
67
76
★★★★★
9.5
0.8
1.4
2.8
48
73
83
★★★★
29.3
8.1
10.8
9.9
56
71
68
★★★★
18.1
3.9
5.7
6.3
23
57
58
★★★★
8.6
2.3
2.3
2.7
66
63
70
★★★★
14.2
2.4
3.8
4.7
18
68
77
★★★★
15.1
3.0
3.3
4.1
36
82
65
★★★★
25.2
7.2
8.2
7.1
71
89
79
★★★★
24.2
6.7
7.6
6.7
58
85
66
★★★★
20.9
5.2
6.2
5.8
61
82
70
★★★★★
17.7
3.7
4.7
5.4
83
92
93
★★★★
28.1
6.1
7.6
7.5
92
78
66
-
Balanced
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Balanced
★★★★
21.4
5.7
7.0
7.3
32
64
40
★★★★★
24.9
7.8
9.4
9.0
69
93
92
★★★★★
20.8
5.4
6.6
6.7
60
84
72
★★★★
24.2
6.0
8.6
8.1
74
72
85
★★★★★
26.6
8.9
11.8
9.3
82
97
99
-
Fixed income
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Fixed Income
★★★★
13.6
2.2
2.8
3.4
78
93
92
★★★★★
11.5
0.3
1.0
2.7
54
84
88
★★★★
9.8
-0.2
0.9
3.0
55
62
75
★★★★
14.3
2.6
4.1
4.1
55
62
74
★★★★
8.5
2.3
2.4
2.2
63
63
74
-
Equity
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Equity
★★★★
34.5
8.8
13.6
10.0
93
93
86
★★★★
22.5
7.7
-
6.9
63
87
-
★★★★
31.2
7.9
11.4
10.1
69
57
74
★★★★
23.8
9.3
10.7
8.7
12
82
63
★★★★
23.2
0.4
5.1
7.1
55
41
65
★★★★
26.6
7.2
11.4
9.1
27
42
73
★★★★
26.3
2.9
11.7
7.9
36
51
65
★★★★
19.9
7.1
7.4
7.3
36
77
67
★★★★
31.5
9.4
11.5
11.3
69
85
77
★★★★
22.7
3.3
7.0
6.2
62
33
51
★★★★
28.9
8.1
11.8
10.8
61
66
69
★★★★★
43.7
12.1
18.6
18.9
92
74
94
★★★★
35.2
12.8
14.7
14.5
51
86
67
★★★★★
23.4
3.3
6.8
8.0
47
100
100
★★★★
18.9
1.9
5.8
8.1
35
66
66
-
Specialty
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Speciality
★★★★★
43.1
15.2
16.4
14.1
52
100
100
★★★★★
28.9
10.1
8.2
9.6
81
82
85
★★★★
15.7
13.9
20.6
4.5
49
80
93
★★★★★
60.9
15.3
16.2
13.8
86
84
91
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of October 31, 2024 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. Ratings are just one factor to consider when investing. For more information about this rating, contact Morningstar at 1-800-531-4725, www.morningstar.ca or your IG Wealth Management Consultant. Quartile rankings and peers beaten are calculated by IG Wealth Management based on the fund series-level data Morningstar provides. The CIFSC categories, Star Ratings and number of funds in each category, and rates of return for the standard periods, respectively, are: Portfolio Solutions: iProfile Active Allocation Private Pool II, Tactical Balanced category: 1 year - (292 funds), 3 years - 4 stars (287 funds, 5 years – n/a stars, n/a return, 10 year/Since Inception (March 15, 2021) – n/a stars. iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (277 funds), 3 years - 3 stars (243 funds), 5 years – 4 stars (210 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (113 funds). iProfile ETF Private Pool I, Global Equity category: 1 year - (1,769 funds), 3 years - 4 stars (1,505 funds), 5 years – n/a stars, n/a return, 10 year/Since Inception (March 15, 2021) – n/a stars. iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (495 funds), 3 years - 4 stars (359 funds), 5 years – 5 stars (250 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (106 funds). iProfile Global Equity Balanced, Global Equity Balanced category: 1 year - (1,214 funds), 3 years - 4 stars (1,096 funds), 5 years – n/a stars, n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars. iProfile Global Equity I, Global Equity category: 1 year - (1,214 funds), 3 years - 4 stars (1,096 funds), 5 years – n/a stars, n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars. iProfile Global Fixed Income Balanced, Global Fixed Income Balanced category: 1 year - (874 funds), 3 years - 4 stars (797 funds), 5 years – n/a stars (695 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars. iProfile Global Neutral Balanced, Global Neutral Balanced category: 1 year - (1,556 funds), 3 years - 4 stars (1,375 funds), 5 years – n/a stars, n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars. iProfile International Equity Private Pool I, International Equity category: 1 year - (646 funds), 3 years - 4 stars (584 funds), 5 years – 4 stars (539 funds), 10 year/Since Inception (January 15, 2001) – 3 stars (287 funds). iProfile Low Volatility Private Pool I, Global Equity category: 1 year - (1,769 funds), 3 years - 4 stars (1,505 funds), 5 years – n/a stars (1,265 funds), n/a return, 10 year/Since Inception (March 15, 2021) – n/a stars. iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,146 funds), 3 years - 5 stars (986 funds), 5 years – 5 stars (864 funds), 10 year/Since Inception (March 1, 2013) – 4 stars (538 funds). IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1,556 funds), 3 years - 4 stars (1,375 funds), 5 years – 4 stars (1,162 funds), 10 year/Since Inception (January 7, 2019) – 4 stars (678 funds). IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1,556 funds), 3 years – 4 stars (1,375 funds), 5 years – 4 stars (1,162 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (678 funds). IG Core Portfolio Global Income F, Global Fixed Income category: 1 year - (495 funds), 1.3% return, 3 years - 4 stars (359 funds), -0.5% return, 5 years –4 stars (250 funds), 0.84% return, 10 year/Since Inception (July 16, 2014) – 5 stars (106 funds). IG Core Portfolio Growth F, Global Equity category: 1 year - (1,769 funds), 16.8% return, 3 years - 4 stars (1,505 funds), 7.33% return, 5 years –4 stars (1,263 funds), 8.9% return, 10 year/Since Inception (July 1, 2019) – 3 stars (630 funds). IG Core Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,556 funds), 3 years - 3 stars (1,375 funds), 5 years – 3 stars (1,162 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (678 funds). IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (233 funds), 3 years - 3 stars (207 funds), 5 years – 4 stars (195 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (139 funds). IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (874 funds), 3 years - 4 stars (797 funds), 5 years – 4 stars (689 funds), 10 year/Since Inception (July 1, 2019) – 4 stars (329 funds). IG Income Portfolio – Growth F, Global Fixed Income Balanced category: 1 year - (874 funds), 3 years - 4 stars (797 funds), 5 years – 4 stars (689 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (329 funds). IG Low Volatility Portfolio - Growth F, Global Equity Balanced category: 1 year - (1,214 funds), 3 years - 5 stars (1,096 funds), 5 years – 4 stars (932 funds), 10 year/Since Inception (July 13, 2015) – n/a stars. IG Low Volatility Portfolio - Balanced F, Global Equity Balanced category: 1 year - (1,214 funds), 3 years - 4 stars (1,096 funds), 5 years – 4 stars (932 funds), 10 year/Since Inception (July 13, 2015) – n/a stars. IG Low Volatility Portfolio - Income Balanced F, Global Neutral Balanced category: 1 year - (1,556 funds), 3 years - 4 stars (1,373 funds), 5 years – 4 stars (1,162 funds), 10 year/Since Inception (July 13, 2015) – n/a stars. IG Low Volatility Portfolio - Income Focus F, Global Fixed Income Balanced category: 1 year - (874 funds), 3 years - 5 stars (797 funds), 5 years – 5 stars (689 funds), 10 year/Since Inception (November 12, 2018) – n/a stars. IG Growth Portfolio - Global Equity Balanced F, Global Equity Balanced category: 1 year - (1,214 funds), 3 years - 4 stars (1,096 funds), 5 years – 3 stars (932 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (529 funds). Balanced category: IG Beutel Goodman Canadian Balanced F, Canadian Equity Balanced category: 1 year - (323 funds), 3 years - 3 stars (316 funds), 5 years – 3 stars (288 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (214 funds). IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1,214 funds), 3 years - 5 stars (1,096 funds), 5 years – 5 stars (932 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (529 funds). IG Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year - (388 funds), 3 years - 5 stars (350 funds), 5 years – 4 stars (324 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (257 funds). IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (323 funds), 3 years - 4 stars (316 funds), 5 years – 4 stars (288 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (214 funds). IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,214 funds), 3 years- 5 stars (1,096 funds), 5 years – 5 stars (932 funds), 10 year/Since Inception (January 19, 2015) – n/a stars. Fixed Income category: IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (83 funds), 3 years - 4 stars (71 funds), 5 years – 5 stars (61 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (41 funds). IG Mackenzie Canadian Bond Fund F, Canadian Fixed Income category: 1 year - (523 funds), 3 years - 4 stars (485 funds), 5 years – 4 stars (439 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (277 funds). IG Mackenzie Global Tactical Bond F, Global Fixed Income category: 1 year - (495 funds), 3 years - 3 stars (359 funds), 5 years – 4 stars (250 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (106 funds). IG Mackenzie North American Corporate Bond Fund F, High Yield Fixed Income category: 1 year - (258 funds), 3 years - 3 stars (245 funds), 5 years – 4 stars (224 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (160 funds). IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (233 funds), 3 years - 3 stars (207 funds), 5 years – 4 stars (195 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (139 funds). Equity category: IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (171 funds), 3 years - 5 stars (167 funds), 5 years – 4 stars (151 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (112 funds). IG BlackRock International Equity F, International Equity category: 1 year - (646 funds), 3 years - 4 stars (584 funds), 5 years – n/a stars, 10 year/Since Inception (January 13, 2020) – n/a stars. IG FI Canadian Equity F, Canadian Equity category: 1 year - (696 funds), 3 years - 3 stars (530 funds), 5 years – 4 stars (454 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (305 funds). IG Franklin Clearbridge Canadian Equity F, Canadian Equity category: 1 year - (596 funds), 3 years - 4 stars (530 funds), 5 years – 4 stars (454 funds), 10 year/Since Inception (July 12, 2013) – 3 stars (305 funds). IG JPMorgan Emerging Markets Fund II, Canadian Equity category: 1 year - (277 funds), 3 years - 3 stars (243 funds), 5 years – 3 stars (210 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (113 funds). IG Mackenzie Canadian Equity Fund F, Canadian Equity category: 1 year - (596 funds), 3 years - 3 stars (530 funds), 5 years – 4 stars (454 funds), 9.0% return, 10 year/Since Inception (July 12, 2013) – 4 stars (305 funds). IG Mackenzie Canadian Small Cap Series F, Canadian Small/Mid Cap Equity category: 1 year - (171 funds), 3 years - 3 stars (167 funds), 5 years – 4 stars (151 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (112 funds). IG Mackenzie European Equity F, European Equity category: 1 year - (97 funds), 3 years - 4 stars (96 funds), 5 years – 3 stars (94 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (66 funds). IG Mackenzie Global F, Global Equity category: 1 year - (1,769 funds), 3 years - 3 stars (1,505 funds), 5 years – 4 stars (1,263 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (630 funds). IG Mackenzie Ivy European F, European Equity category: 1 year - (97 funds), 3 years - 3 stars (96 funds), 5 years – 4 stars (94 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (66 funds). IG Mackenzie North American Equity F, Canadian Focused Equity category: 1 year - (491 funds), 3 years - 4 stars (478 funds), 5 years – 4 stars (490 funds) 10 year/Since Inception (July 12, 2013) – 4 stars (323 funds). IG Putnam US Growth F, US Equity category: 1 year - (1,146 funds), 3 years - 3 stars (986 funds), 5 years – 5 stars (864 funds), 10 year/ Since Inception (July 12, 2013) – 5 stars (538 funds). IG T. Rowe Price US Large Cap Equity F, US Equity category: 1 year - (1,146 funds), 3 years - 5 stars (986 funds), 5 years – 4 stars (864 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (538 funds). IG Mackenzie Pacific International F, Asia Pacific ex-Japan equity category: 1 year - (39 funds), 3 years - 5 stars (38 funds), 5 years – 5 stars (38 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (36 funds). IG Mackenzie Pan Asian Equity F, Asia Pacific Equity category: 1 year - (35 funds), 3 years - 4 stars (35 funds), 5 years – 3 stars (33 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (20 funds). Speciality category: IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (75 funds), 3 years - 5 stars (55 funds), 5 years – 5 stars (49 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (30 funds). IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (105 funds), 3 years - 4 stars (78 funds), 5 years – 5 stars (63 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (39 funds). IG Mackenzie Global Resources F, Natural Resources Equity category: 1 year - (102 funds), 3 years – 4 stars (95 funds), 5 years – 5 stars (94 funds), 10 year/ Since Inception (July 12, 2013) – 3 stars (68 funds). IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (62 funds), 3 years - 4 stars (58 funds), 5 years – 5 stars (56 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (43 funds).
About the Fundata FundGrade A+ Rating
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. IG Mackenzie Global Financial Services Fund was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Financial Services Equity category out of a total of 47 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 14.39% (1 year), 13.78% (3 years), 12.67% (5 years), 11.53% (10 years) and 12.48% (since inception- July 2013). IG Mackenzie Global Natural Resources Fund II was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Natural Resources Equity category out of a total of 67 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 7.04 % (1 year), 23.27 % (3 years), 17.34 % (5 years), 7.63 % (10 years) and 7.91 % (since inception- July 2013). IG Mackenzie Pacific International Fund was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Asia Pacific ex-Japan Equity category out of a total of 32 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 4.80 % (1 year), -2.55 % (3 years), 5.48 % (5 years), 6.44 % (10 years) and 7.03 % (since inception- July 2013). IG Mackenzie U.S. Dividend Registered Fund was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 704 funds. Performance of Series F for the period ended December 31, 2023 is as follows: 17.35 % (1 year), 8.26 % (3 years), 10.48 % (5 years) and 7.93 % (since inception- January 2015). iProfile Emerging Markets Private Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Emerging Markets Equity category out of a total of 146 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 7.24 % (1 year), -5.33 % (3 years), 5.13 % (5 years), 6.64 % (10 years) and 7.49 % (since inception- January 2001). iProfile Fixed Income Private Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income category out of a total of 219 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 5.39 % (1 year), -0.94 % (3 years), 2.19 % (5 years), 2.89 % (10 years) and 4.22 % (since inception- January 2001). iProfile Portfolio - Global Equity Balanced was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Equity Balanced category out of a total of 704 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 11.83 % (1 year), 5.12 % (3 years) and 7.64 % (since inception- June 2020). iProfile Portfolio - Global Fixed Income Balanced was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Fixed Income Balanced category out of a total of 488 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 7.92 % (1 year), 1.44 % (3 years) and 3.12 % (since inception- June 2020). iProfile Portfolio - Global Neutral Balanced was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Global Neutral Balanced category out of a total of 888 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 10.35 % (1 year), 3.82 % (3 years) and 5.96 % (since inception- June 2020). iProfile U.S. Equity Private Pool was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the U.S. Equity category out of a total of 794 funds. Performance of Series I for the period ended December 31, 2023 is as follows: 22.53 % (1 year), 10.86 % (3 years), 15.06 % (5 years), 13.63 % (10 years) and 6.92 % (since inception- January 2001).