Investors Group wins Lipper® Award for best international equity fund
Recognition also received in numerous other categories for top-ranking performance
Winnipeg – April 3rd, 2008: For the second consecutive year, Investors Group has been recognized for industry-leading fund performance at the prestigious Lipper® Fund Awards ceremony.
Investors Group was presented with a Lipper® Fund Award for the performance of its Investors International Small Cap Class* fund which finished first in the International Equity category for its three-year risk-adjusted performance.
In addition, Investors European Mid-Cap Equity Fund1, Investors Pacific International Fund2 and Investors Global Bond Fund3 were awarded with Lipper® Performance Achievement Certificates for their number one rankings relative to their industry peers.
“It is gratifying to be recognized by the industry for the value you try to bring to clients everyday by making prudent investment decisions,” said Martin Fahey, Head of European Equities for I.G. International Management Limited and lead portfolio manager of the Investors International Small Cap Class fund. “This fund is run with a team approach that taps into our global investment expertise, so our decision-making benefits from all team members providing input.”
Fahey, located in Investors Group’s investment management offices in Ireland, works collaboratively with a team that includes Head of Asian Equities and Portfolio Manager Tim Leung and Portfolio Manager Erwin Hidalgo both of whom operate from I.G. Investment Management (Hong Kong) Limited, Investors Group's Hong Kong investment management office. They are also supported by a talented team of investment analysts in both locations.
The Lipper® Fund Awards recognize funds that have delivered consistently strong risk-adjusted performance relative to their peers. Strong risk-adjusted performance is desirable because it is an indication of consistent, stable returns. Founded in 1973 and headquartered in New York, Lipper® tracks 125,000 funds worldwide through its offices in major financial capitals in North America, Europe, and Asia.
1 (5 year risk adjusted performance – European Equity category)
2 (5 year risk adjusted performance – Asia Pacific ex Japan category)
3 (10 year risk adjusted performance – Global Fixed Income category)
Fund returns- percentage and quartile (as at February 29, 2008)
| Fund Name | 1 yr | Qrt | 3 yr | Qrt | 5 yr | Qrt | 10 yr | Qrt | Since inc |
|---|---|---|---|---|---|---|---|---|---|
| Investors International Small Cap Class A | -8.0 | 1 | 9.1 | 1 | 15.4 | 1 | -- | -- | 14.9 |
| Investors European Mid-Cap Equity Fund A | -14.0 | 2 | 9.7 | 1 | -- | -- | -- | -- | 15.5 |
| Investors European Mid-Cap Equity Fund C | -14.1 | 2 | 9.5 | 1 | 18.0 | 1 | -- | -- | 12.5 |
| Investors Pacific International A | 6.8 | 2 | 14.2 | 2 | -- | -- | -- | -- | 16.6 |
| Investors Pacific International C | 6.6 | 2 | 14.0 | 2 | 17.8 | 1 | 3.8 | 4 | 5.9 |
| Investors Global Bond Fund C | -5.6 | 4 | -2.6 | 3 | -0.3 | 2 | 2.3 | 1 | 3.5 |
Investors Group, founded in 1926, is a national leader in delivering personalized financial solutions to Canadians through a network of over 4,300 Consultants located throughout Canada. In addition to an exclusive family of mutual funds and other investment vehicles, Investors Group offers a wide range of insurance, securities, mortgage and other financial services. Investors Group is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with $119 billion in total assets under management.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns. Including changes in unit value and reinvestment of all dividends and distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated
*The Corporate Class™ mutual funds are shares issued by Investors Group Corporate Class Inc.
The Funds are distributed across Canada by Investors Group Financial Services Inc., (in Quebec, a financial services firm), and by Investors Group Securities Inc. (in Quebec, a firm in financial planning).
| Media Contact: | |
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| Ron Arnst Media Relations (204) 956-3364 ron.arnst@investorsgroup.com |
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