(As of 2/28/2025)

iProfile Portfolio - Global Equity Balanced TI

(Global Equity Balanced)

FundGrade A+^® Rating recipient
For more information about FundGrade click here

Inception Return (6/22/2020)	10.06 %
YTD Return	3.25 %

NAVPS (3/31/2025)	$10.01
Change	$0.04 / 0.38 %

Growth of $10,000 (As of February 28, 2025)

MER	0.49 %
Assets ($mil)	$3,220.24
Rank (1Yr)	419/1317
Std Dev (3Yr)	-
Volatility Ranking (3Yr)	4/10
RRSP Eligibility	Yes
Load	No Load
Max Front End	-
Max Back End	-
Sales Status	Open

Objective

The iProfile Portfolio intends to provide investors with a diversified portfolio solution that provides long-term capital appreciation. The iProfile Portfolio will primarily invest in, or obtain exposure to, equity securities. The iProfile Portfolio will also provide exposure to fixed income securities and may also invest in other asset classes.

Fund Manager

I.G. Investment Management, Ltd.

Portfolio Manager

Philip Petursson, I.G. Investment Management, Ltd.

Sub-Advisor

Data not available

Asset Allocation
(As of December 31, 2024)

Sector Allocation
(As of December 31, 2024)

Geographic Allocation
(As of December 31, 2024)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
iProfile Canadian Equity Private Pool Series I	Canadian Equity	Mutual Fund	Canada	15.19%
iProfile U.S. Equity Private Pool Series I	US Equity	Mutual Fund	United States	14.19%
iProfile ETF Private Pool Series I	International Equity	Mutual Fund	Multi-National	11.32%
Mackenzie IG Canadian Bond Pool Series P	Domestic Bonds	Fixed Income	Canada	10.24%
iProfile Active Allocation Private Pool III Ser I	Other	Mutual Fund	Multi-National	9.97%
iProfile International Equity Private Pool Ser I	International Equity	Mutual Fund	Multi-National	8.67%
PIMCO IG Global Bond Pool Series P	Foreign Bonds	Fixed Income	Multi-National	6.78%
iProfile Emerging Markets Private Pool Series I	International Equity	Mutual Fund	Multi-National	4.41%
Mackenzie IG Low Volatility U.S. Equity Pool Ser P	US Equity	Mutual Fund	United States	4.40%
IG Manulife Strategic Income Fund F	Foreign Bonds	Fixed Income	Multi-National	2.56%

Performance Data (As of February 28, 2025)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	0.19	2.69	8.03	3.25	16.46	9.28	-	-
Benchmark	-0.48	2.93	9.60	2.77	18.61	10.47	10.41	8.55
Quartile Ranking	1	1	2	1	2	1	-	-

Calendar Return (%)	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Fund	17.10	11.81	-8.55	13.60	-	-	-	-	-	-
Benchmark	21.57	15.07	-12.03	11.33	12.17	16.29	0.72	11.99	3.66	17.03
Quartile Ranking	2	2	1	2	-	-	-	-	-	-

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