(As of 6/30/2020)

IG/CL Core Portfolio Income Balanced GIF 75/75 A

(Canadian Neutral Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/16/2009)
4.50 %
YTD Return -2.28 %
NAVPS
(7/31/2020)
$15.67
Change ($0.05) / -0.35 %
Growth of $10,000 (As of June 30, 2020)
MER 2.83 %
Assets ($mil) -
Rank (1Yr) 509/1002
Std Dev (3Yr) 7.09 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.50 %
Sales Status Open
 
Objective
This fund's objective is to invest in the units of the Allegro Moderate Conservative Portfolio fund or any successor mutual fund.
Management Co.
I.G. Investment Management, Ltd.
Managers
Scott Waugh
 
Asset Allocation
(As of May 31, 2020)
Sector Allocation
(As of May 31, 2020)
Geographic Allocation
(As of May 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
IG Core Portfolio - Income Balanced AOtherMutual FundCanada100.00%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of June 30, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.04 8.02 -2.28 -2.28 0.87 3.72 3.42 5.01
Benchmark 2.16 11.88 -0.56 -0.56 2.71 4.81 4.54 5.78
Quartile Ranking 3 4 3 3 3 1 1 2

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 10.70 0.49 6.13 1.93 5.47 5.80 10.34 4.91 -1.54 6.68
Benchmark 15.62 -4.30 6.22 11.97 -3.02 9.98 6.33 5.76 -0.43 12.97
Quartile Ranking 3 1 2 4 1 4 3 3 2 3

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