-
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
★★★★
9.4
-0.6
5.2
7.8
44
54
77
★★★★★
6.3
0.1
1.5
4.2
55
77
87
★★★★
15.2
5.9
-
9.4
60
80
-
★★★★
9.6
2.3
-
4.1
44
82
-
★★★★
13.1
4.6
-
7.4
55
80
-
★★★★★
28.7
13.1
16.0
7.6
80
90
89
★★★★★
33.5
16.0
15.8
14.0
94
100
100
★★★★★
11.2
2.1
6.6
7.8
78
100
100
★★★★★
20.1
8.7
10.4
9.1
94
96
98
-
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
★★★★
9.4
-0.6
5.2
7.8
44
54
77
★★★★★
6.3
0.1
1.5
4.2
55
77
87
★★★★★
23.2
10.2
-
11.8
82
92
-
★★★★
15.2
5.9
-
9.4
60
80
-
★★★★
19.8
8.6
-
12.6
63
78
-
★★★★
9.6
2.3
-
4.1
44
82
-
★★★★
13.1
4.6
-
7.4
55
80
-
★★★★
16.9
7.5
9.0
3.8
77
81
77
★★★★★
28.7
13.1
16.0
7.6
80
90
89
★★★★
19.1
7.1
-
9.0
57
61
-
★★★★
11.9
4.1
-
5.2
59
73
-
★★★★
12.8
4.4
6.5
6.7
50
78
78
★★★★
14.9
5.7
8.0
8.3
55
76
78
★★★★★
5.5
0.3
1.3
2.7
44
77
82
★★★★
21.9
8.4
10.8
9.9
75
76
72
★★★★
12.0
3.7
5.6
6.3
37
62
59
★★★★★
6.2
1.8
2.1
2.6
28
76
73
★★★★
8.7
2.0
3.7
4.7
19
74
78
★★★★
16.6
6.8
8.0
7.0
79
88
79
★★★★
15.9
6.2
7.4
6.5
71
82
67
★★★★
13.8
4.7
6.1
5.7
67
81
71
★★★★★
11.7
3.1
4.6
5.2
84
92
93
★★★★
17.5
5.7
7.5
7.4
84
77
68
-
Balanced
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Balanced
★★★★
11.7
5.4
7.0
7.4
24
64
59
★★★★★
18.3
7.4
9.2
9.0
88
93
92
★★★★
13.4
5.0
6.3
6.6
82
81
72
★★★★
14.4
6.0
8.6
7.9
73
74
83
★★★★★
20.1
8.7
10.4
9.1
94
96
98
-
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
★★★★★
9.7
1.4
2.5
3.3
78
97
87
★★★★★
7.1
-0.7
0.9
2.6
42
88
87
★★★★
7.5
1.8
2.2
2.1
63
79
76
★★★★
10.4
2.1
3.6
4.0
66
64
70
★★★★
5.2
-1.0
0.8
3.0
38
64
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
★★★★
17.4
8.8
11.9
9.8
82
93
78
★★★★
18.4
8.2
-
7.7
88
85
-
★★★★★
17.9
8.3
11.1
9.9
87
68
85
★★★★
15.7
10.3
10.5
8.7
64
89
74
★★★★
13.1
7.8
10.4
9.0
22
56
69
★★★★
16.0
4.9
11.5
8.1
66
58
72
★★★★
19.4
8.7
8.9
7.8
98
85
75
★★★★
23.7
8.8
11.3
11.2
84
82
77
★★★★
17.5
8.5
11.2
10.6
68
65
65
★★★★
16.6
2.3
7.2
10.09
54
33
39
★★★★★
33.4
11.8
17.6
18.9
95
74
95
★★★★
31.3
12.6
14.3
14.6
91
84
68
-
Specialty
Annualized returns
Percentage of peers beaten
Morningstar Rating
1 Year
3 Year
5 Year
Since Inception
1 Year
3 Year
5 Year
Speciality
★★★★★
33.5
16.0
15.8
14.0
94
100
100
★★★★★
15.3
8.5
7.9
9.2
85
78
92
★★★★
11.1
18.0
19.9
4.6
67
83
94
★★★★★
27.7
7.6
14.6
12.9
78
84
97
★★★★★
11.2
2.1
6.6
7.8
78
100
100
★★★★
10.2
2.5
6.9
8.2
31
81
63
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of July 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 Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (274 funds), 9.4% return, 3 years - 3 stars (235 funds), -0.6% return, 5 years – 4 stars (206 funds), 5.2% return, 10 year/Since Inception (January 15, 2001) – 5 stars (109 funds), 7.8% return. iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (472 funds), 6.3% return, 3 years - 4 stars (339 funds), 0.1% return, 5 years – 4 stars (244 funds), 1.5% return, 10 year/Since Inception (January 15, 2001) – 5 stars (104 funds), 4.2% return. iProfile ETF Private Pool I, Global Equity category: 1 year - (1,758 funds), 23.2% return, 3 years - 4 stars (1,477 funds), 10.2% return, 5 years – n/a stars (1,273 funds), n/a return, 10 year/Since Inception (March 15, 2021) – n/a stars (619 funds), 11.8% return. iProfile Global Equity Balanced, Global Equity Balanced category: 1 year - (1,189 funds), 15.2% return, 3 years - 4 stars (1,033 funds), 5.9% return, 5 years – n/a stars (932 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (489 funds), 9.4% return. iProfile Global Equity I, Global Equity category: 1 year - (1,758 funds), 19.8% return, 3 years - 4 stars (1,477 funds), 8.6% return, 5 years – n/a stars (1,273 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (619 funds), 12.6% return. iProfile Global Fixed Income Balanced, Global Fixed Income Balanced category: 1 year - (850 funds), 9.6% return, 3 years - 4 stars (773 funds), 2.3% return, 5 years – n/a stars (690 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (312 funds), 4.1 % return. iProfile Global Neutral Balanced, Global Neutral Balanced category: 1 year - (1,558 funds), 13.1% return, 3 years - 4 stars (1,354 funds), 4.6% return, 5 years – n/a stars (1,178 funds), n/a % return, 10 year/Since Inception (June 22, 2020) – n/a stars (655 funds), 7.4% return. iProfile International Equity Pr Pl I, International Equity category: 1 year - (640 funds), 16.9% return, 3 years - 4 stars (589 funds), 7.5% return, 5 years – 4 stars (520 funds), 9.0% return, 10 year/Since Inception (January 15, 2001) – 3 stars (284 funds), 3.8% return. iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,187 funds), 28.7% return, 3 years - 5 stars (1,042 funds), 13.1% return, 5 years – 5 stars (908 funds), 16.0% return, 10 year/Since Inception (March 1, 2013) – 5 stars (537 funds), 7.6% return. The iProfile Low Volatility Private Pool I, in the Global Equity category, 1-year – (1,758 funds) 19.1% return, 3-year – 4-stars (1,477), 7.1% return, 5 years – n/a stars (1,273 funds), 10-year/Since Inception (March 15, 2021) – n/a stars (619 funds), 9.0% return. iProfile Active Allocation Private Pool II, Tactical Balanced category: 1 year - (294 funds), 11.9% return, 3 years - 4 stars (288 funds), 4.1% return, 5 years – n/a stars (263 funds), n/a return, 10 year/Since Inception (March 15, 2021) – n/a stars (132 funds), 5.2% return. IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1,558 funds), 12.8% return, 3 years - 4 stars (1,354 funds), 4.4% return, 5 years – 4 stars (1,178 funds), 6.5% return, 10 year/Since Inception (January 7, 2019) – 4 stars (655 funds), 6.7% return. IG Core Portfolio Balanced Growth F, Global Equity Balanced category: 1 year - (1,189 funds), 14.9% return, 3 years – 4 stars (1,033 funds), 5.7% return, 5 years – 4 stars (932 funds), 8.0% return, 10 year/Since Inception (January 7, 2019) – 4 stars (489 funds), 8.3% return. IG Core Portfolio Global Income F, Global Fixed Income category: 1 year - (472 funds), 5.5% return, 3 years - 4 stars (339 funds), 0.3% return, 5 years –4 stars (244 funds), 1.3% return, 10 year/Since Inception (July 16, 2014) – 5 stars (104 funds), 2.7% return. IG Core Portfolio Growth F, Global Fixed Income category: 1 year - (1,758 funds), 21.9% return, 3 years - 4 stars (1,477 funds), 8.4% return, 5 years –4 stars (1,273 funds), 10.8% return, 10 year/Since Inception (July 1, 2019) – 3 stars (619 funds), 9.9 % return. IG Core Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,558 funds), 12.0% return, 3 years - 3 stars (1,354 funds), 3.7% return, 5 years – 3 stars (1,178 funds), 5.6 % return, 10 year/Since Inception (July 12, 2013) – 4 stars (655 funds), 6.3 % return. IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (236 funds), 6.2% return, 3 years - 4 stars (209 funds), 1.8% return, 5 years – 4 stars (196 funds), 2.1 % return, 10 year/Since Inception (July 12, 2013) – 5 stars (139 funds), 2.6% return. IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (850 funds), 8.7% return, 3 years - 4 stars (773 funds), 2.0% return, 5 years – 4 stars (690 funds), 3.7% return, 10 year/Since Inception (July 1, 2019) – 4 stars (308 funds), 4.7% return. IG Managed Risk Portfolio Growth Focus F, Global Equity Balanced category: 1 year - (1,189 funds), 16.6% return, 3 years - 4 stars (1,033 funds), 6.8% return, 5 years – 4 stars (932 funds), 8.0% return, 10 year/Since Inception (July 13, 2015) – n/a stars (489 funds), 7.0 % return. IG Managed Risk Portfolio Balanced F, Global Equity Balanced category: 1 year - (1,189 funds), 15.9% return, 3 years - 4 stars (1,033 funds), 6.2% return, 5 years – 4 stars (932 funds), 7.4% return, 10 year/Since Inception (July 13, 2015) – n/a stars (489 funds), 6.5% return. IG Managed Risk Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,558 funds), 13.8% return, 3 years - 4 stars (1,354 funds), 4.7% return, 5 years – 4 stars (1,178 funds), 6.1% return, 10 year/Since Inception (July 13, 2015) – n/a stars (655 funds), 5.7 % return. IG Managed Risk Portfolio Income Focus Series FT, Global Fixed Income Balanced category: 1 year - (850 funds), 11.7% return, 3 years - 4 stars (773 funds), 3.1% return, 5 years – 4 stars (690 funds), 4.6 % return, 10 year/Since Inception (November 12, 2018) – n/a stars (308 funds), 5.2 % return. IG Managed Growth Portfolio Global Equity Balanced, Global Equity Balanced category: 1 year - (1,189 funds), 17.5% return, 3 years - 4 stars (1,033 funds), 5.7% return, 5 years – 4 stars (932 funds), 7.5% return, 10 year/Since Inception (July 13, 2015) – 4 stars (489 funds), 7.4% return. Balanced category: IG Beutel Goodman Canadian Balanced F, Canadian Equity Balanced category: 1 year - (322 funds), 11.7% return, 3 years - 3 stars (315 funds), 5.4% return, 5 years – 3 stars (287 funds), 7.0% return, 10 year/Since Inception (July 12, 2013) – 4 stars (204 funds), 7.4% return. IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1,189 funds), 18.3% return, 3 years - 5 stars (1,033 funds), 7.4% return, 5 years – 5 stars (932 funds), 9.2% return, 10 year/Since Inception (July 12, 2013) – 5 stars (489 funds), 9.0% return. IG Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year - (386 funds), 13.4% return, 3 years - 4 stars (348 funds), 5.0% return, 5 years – 4 stars (319 funds), 6.3% return, 10 year/Since Inception (July 12, 2013) – 4 stars (249 funds), 6.6% return. IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (322 funds), 14.4% return, 3 years - 4 stars (315 funds), 6.0% return, 5 years – 4 stars (287 funds), 8.6% return, 10 year/Since Inception (July 12, 2013) – 4 stars (204 funds), 7.9% return. IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,189 funds), 20.1% return, 3 years- 5 stars (1,033 funds), 8.7% return, 5 years – 5 stars (932 funds), 10.4% return, 10 year/Since Inception (January 19, 2015) – n/a stars (489 funds), 9.1% return. Fixed Income category: IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (84 funds), 9.7% return, 3 years - 5 stars (71 funds), 1.4% return, 5 years – 5 stars (62 funds), 2.5% return, 10 year/Since Inception (July 12, 2013) – 4 stars (42 funds), 3.3% return. IG Mackenzie Canadian Bond , Canadian Corporate Fixed Income category: 1 year - (521 funds), 7.1% return, 3 years - 4 stars (484 funds), -0.7% return, 5 years – 5 stars (429 funds), 0.9% return, 10 year/Since Inception (July 12, 2013) – 5 stars (277 funds), 2.6% return. IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (236 funds), 7.5% return, 3 years - 4 stars (209 funds), 1.8% return, 5 years – 4 stars (196 funds), 2.2% return, 10 year/Since Inception (July 12, 2013) – 4 stars (139 funds), 2.1% return. IG Mackenzie North American Corporate Bond, Global Fixed Income category: 1 year - (252 funds), 10.4% return, 3 years - 3 stars (245 funds), 2.1% return, 5 years – 4 stars (224 funds), 3.6% return, 10 year/Since Inception (July 12, 2013) – 4 stars (159 funds), 4.0% return. IG Mackenzie Global Tactical Bond F, Global Fixed Income category: 1 year - (472 funds), 5.2% return, 3 years - 3 stars (339 funds), -1.0% return, 5 years – 4 stars (244 funds), 0.8% return, 10 year/Since Inception (July 12, 2013) – 4 stars (104 funds), 3.0% return. IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (171 funds), 17.4% return, 3 years - 4 stars (168 funds), 8.8% return, 5 years – 3 stars (152 funds), 11.9% return, 10 year/Since Inception (July 12, 2013) – 4 stars (112 funds), 9.8% return. IG BlackRock International Equity F, International Equity category: 1 year - (640 funds), 18.4% return, 3 years - 4 stars (589 funds), 8.2% return, 5 years – n/a stars (520 stars), n/a % return, 10 year/Since Inception (January 1, 2020) – n/a stars (284 funds), 7.7 % return. IG FI Canadian Equity F, Canadian Equity category: 1 year - (613 funds), 17.9% return, 3 years - 3 stars (529 funds), 8.3% return, 5 years – 5 stars (472 funds), 11.1% return, 10 year/Since Inception (July 12, 2013) – 5 stars (301 funds), 9.9% return. IG Franklin Clearbridge Canadian Equity F, Canadian Equity category: 1 year - (613 funds), 15.7% return, 3 years - 5 stars (529 funds), 10.3% return, 5 years – 4 stars (472 funds), 10.5% return, 10 year/Since Inception (July 12, 2013) – 4 stars (301 funds), 8.7% return. IG Mackenzie Canadian Equity Fund F, Canadian Equity category: 1 year - (613 funds), 13.1% return, 3 years - 3 stars (529 funds), 7.8% return, 5 years – 4 stars (472 funds), 10.4% return, 10 year/Since Inception (July 12, 2013) – 4 stars (301 funds), 9.0% return. IG Mackenzie Canadian Small Cap, Canadian Small/Mid Cap Equity category: 1 year - (171 funds), 16.0% return, 3 years - 3 stars (168 funds), 4.9% return, 5 years – 4 stars (152 funds), 11.5% return, 10 year/Since Inception (July 12, 2013) – 4 stars (112 funds), 8.1% return. IG Mackenzie European Equity F, European Equity category: 1 year - (100 funds), 19.4% return, 3 years - 4 stars (99 funds), 8.7% return, 5 years – 4 stars (97 funds), 8.9% return, 10 year/Since Inception (July 12, 2013) – 4 stars (62 funds), 7.8% return. IG Mackenzie Global F, Global Equity category: 1 year - (1,758 funds), 23.7% return, 3 years - 4 stars (1,477 funds), 8.8% return, 5 years – 4 stars (1,273 funds), 11.3% return, 10 year/Since Inception (July 12, 2013) – 4 stars (619 funds), 11.2% return. IG Mackenzie North American Equity, Canadian Focus Equity category: 1 year - (495 funds), 17.5% return, 3 years - 3 stars (481 funds), 8.5% return, 5 years – 4 stars (464 funds), 11.2% return, 10 year/Since Inception (July 12, 2013) – 4 stars (322 funds), 10.6% return.IG Mackenzie U.S. Small-Mid Cap Growth, Global Equity category: 1 year - (271 funds), 16.6% return, 3 years - 3 stars (233 funds), 2.3% return, 5 years – 3 stars (184 funds), 7.2% return, 10 year/Since Inception (July 12, 2013) – 4 stars (120 funds), 10.09% return. IG Putnam US Growth F, US Equity category: 1 year - (1,187 funds), 33.4% return, 3 years - 3 stars (1,042 funds), 11.8% return, 5 years – 5 stars (908 funds), 17.6% return, 10 year/ Since Inception (July 12, 2013) – 5 stars (537 funds), 18.9% return. IG T. Rowe Price US Large Cap Equity F, US Equity category: 1 year - (1,187 funds), 31.3% return, 3 years - 5 stars (1,042 funds), 12.6% return, 5 years – 4 stars (908 funds), 14.3% return, 10 year/Since Inception (July 12, 2013) – 4 stars (537 funds), 14.6% return. Speciality category: IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (73 funds), 33.5% return, 3 years - 5 stars (55 funds), 16.0% return, 5 years – 4 stars (49 funds), 15.8% return, 10 year/Since Inception (July 12, 2013) – 4 stars (29 funds), 14.0% return. IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (107 funds), 15.3% return, 3 years - 4 stars (80 funds), 8.5% return, 5 years – 5 stars (65 funds), 7.9% return, 10 year/Since Inception (July 12, 2013) – 5 stars (39 funds), 9.2% return. IG Mackenzie Global Resources F, Natural Resources Equity category: 1 year - (101 funds), 11.1% return, 3 years – 4 stars (95 funds), 18.0% return, 5 years – 5 stars (94 funds), 19.9% return, 10 year/ Since Inception (July 12, 2013) – 3 stars (67 funds), 4.6% return. IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (62 funds), 27.7% return, 3 years - 3 stars (58 funds), 7.6% return, 5 years – 5 stars (56 funds), 14.6% return, 10 year/Since Inception (July 12, 2013) – 5 stars (43 funds), 12.9% return. IG Mackenzie Pacific International F, Asia Pacific ex-Japan equity category: 1 year - (39 funds), 11.2% return, 3 years - 5 stars (38 funds), 2.1% return, 5 years – 5 stars (38 funds), 6.6% return, 10 year/Since Inception (July 12, 2013) – 5 stars (36 funds), 7.8% return. IG Mackenzie Pan Asian Equity F, Asia Pacific Equity category: 1 year - (36 funds), 10.2% return, 3 years - 4 stars (36 funds), 2.5% return, 5 years – 3 stars (34 funds), 6.9% return, 10 year/Since Inception (July 12, 2013) – 4 stars (21 funds), 8.2% return.
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).