Synchronized Planning and Performance
IG Wealth Portfolios Our Morningstar* top performers
We’re proud that so many of our IG Wealth Portfolios
are rated 4 or 5 stars by Morningstar.
Morningstar Star Ratings reflect performance of Series U as of October 31, 2020 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 (257 funds) 3.86%, 3 years - 5 stars (221 funds) 3.60%, 5 years - 5 stars (187 funds) 3.02%. IG Core Portfolio Balanced Growth, Series U, Global Equity Balanced category: 1 year - n/a stars (1200 funds) 1.69%, 3 years - 3 stars (994 funds) 3.11%, 5 years - 4 stars (750 funds) 5.60%. IG Core Portfolio Global Income, Series U, Global Fixed Income category: 1 year - n/a stars (539 funds) 2.90%, 3 years - 3 stars (379 funds) 3.20%, 5 years - 4 stars (240 funds) 3.54%. IG Core Portfolio Income Balanced, Series U, Canadian Neutral Balanced category: 1 year - n/a stars (598 funds) 2.65%, 3 years - 4 stars (545 funds) 3.72%, 5 years - 4 stars (430 funds) 4.78%. IG Core Portfolio Income Focus, Series U, Canadian Fixed Income Balanced category: 1 year - n/a stars (576 funds) 2.99%, 3 years - 4 stars (473 funds) 3.63%, 5 years - 4 stars (371 funds) 4.19%. IG Managed Payout Portfolio, Series U, Global Fixed Income Balanced category: 1 year - n/a stars (778 funds) 2.79% 3 years - 4 stars (637 funds) 3.42%, 5 years - 4 stars (362 funds) 4.12%. IG Managed Risk Portfolio Income Balanced, Series U, Global Neutral Balanced: 1 year - n/a stars (1613 funds) 2.13%, 3 years - 3 stars (1338 funds) 3.72%, 5 years – 4 stars (994 funds) 5.06%. 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 April 30, 2020 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. 2020.