Investment Planning
In 2020 we rose to the challenge. Our performance followed suit.
After 90 years we thought we’d seen it all. But last year proved as challenging as it gets. Despite that, we continued to put the well-being of our clients first, with comprehensive financial plans backed by many IG Wealth Funds and Portfolios ranking as top performers.
Morningstar Star Ratings reflect performance of Series U as of January 31, 2021, 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, for the standard periods, respectively, are IG Core Portfolio Income, Series U, Canadian Short Term Fixed Income category: 1 year - n/a stars (256 funds) 3.5%, 3 years - 4 stars (231 funds) 4.0%, 5 years - 5 stars (196 funds) 3.2%. IG JPMorgan Emerging Markets Class, Series U, Emerging Markets Equity category: 1 year - n/a stars (292 funds) 33.5%, 3 years - 5 stars (229 funds) 11.0%, 5 years - 4 stars (160 funds) 16.2%. IG Mackenzie Floating Rate Income Fund, Series U, Floating Rate Loan category: 1 year - n/a stars (117 funds) 1.2%, 3 years - 4 stars (99 funds) 3.3%, 5 years - 5 stars (77 funds) 5.9%. IG Mackenzie Global Precious Metals Class, Series U, Precious Metals Equity category: 1 year - n/a stars (61 funds) 37.5%, 3 years - 5 stars (48 funds) 24.6%, 5 years - 5 stars (45 funds) 25.3%. IG Mackenzie Income Fund, Series U, Canadian Fixed Income category: 1 year - n/a stars (523 funds) 5.2%, 3 years - 5 stars (453 funds) 5.9%, 5 years - 5 stars (356 funds) 4.3%. IG Mackenzie Strategic Income Fund, Series U, Canadian Neutral Balanced category: 1 year - n/a stars (597 funds) 4.1%, 3 years - 4 stars (556 funds) 5.2%, 5 years - 5 stars (464 funds) 7.8%. IG Putnam US Growth Fund, Series U, US Equity category: 1 year - n/a stars (1677 funds) 27.0%, 3 years - 5 stars (1348 funds) 21.7%, 5 years - 5 stars (927 funds) 20.7%. IG Mackenzie Global Financial Services Fund, Series U, Financial Services Equity category: 1 year - n/a stars (77 funds) 4.2%, 3 years – 5 stars (69 funds) 4.2%, 5 years - 5 stars (45 funds) 9.0%. IG Mackenzie Ivy European Class III, Series U, European Equity category: 1 year - n/a stars (189 funds) 14.5%, 3 years - 4 stars (173 funds) 5.8%, 5 years - 5 stars (129 funds) 6.1%. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of January 31, 2021, including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. © Investors Group Inc. 2021.