(As of 10/31/2024)

IG/CL Core Portfolio Income GIF 75/75 B

(Canadian Short Term Fixed Income)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(11/16/2009)
1.01 %
YTD Return 3.59 %
NAVPS
(12/6/2024)
$11.67
Change $0.02 / 0.20 %
Growth of $10,000 (As of October 31, 2024)
MER 2.28 %
Assets ($mil) $35.09
Rank (1Yr) 120/189
Std Dev (3Yr) 2.51 %
Volatility Ranking (3Yr) 1/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fund's objective is to invest in the units of the Investors Income Portfolio or any successor mutual fund.
Fund Manager

I.G. Investment Management, Ltd.

Portfolio Manager

Jeff Hall, I.G. Investment Management, Ltd.

Sub-Advisor
Data not available
 
Asset Allocation
(As of August 31, 2024)
Sector Allocation
(As of August 31, 2024)
Geographic Allocation
(As of August 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
IG Mackenzie Mortgage and Short Term Income Fd CDomestic BondsFixed IncomeCanada50.22%
Mackenzie IG Canadian Bond Pool Series PDomestic BondsFixed IncomeCanada20.03%
Mackenzie - IG Canadian Corporate Bond Pool PDomestic BondsFixed IncomeCanada15.09%
IG Mackenzie Real Property Fund COtherMutual FundCanada9.58%
IG Mackenzie Canadian Money Market Fund Premium SrCash and EquivalentsMutual FundCanada5.09%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of October 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.06 1.57 4.24 3.59 6.92 0.39 0.38 0.55
Benchmark -0.30 1.59 4.68 4.73 8.05 1.98 1.90 1.87
Quartile Ranking 1 1 2 3 3 3 3 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 2.55 -5.13 -1.50 2.81 2.83 0.04 -0.26 0.62 -0.03 2.71
Benchmark 4.92 -3.98 -0.92 5.17 2.98 1.89 0.27 0.90 2.56 3.01
Quartile Ranking 4 3 2 4 1 3 2 2 4 2

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