(As of 12/31/2022)

IG/CL Conservative GIF 75/75 A

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
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Inception Return
(11/16/2009)
2.01 %
YTD Return -9.74 %
NAVPS
(1/30/2023)
$13.38
Change ($0.03) / -0.23 %
Growth of $10,000 (As of December 31, 2022)
MER 2.71 %
Assets ($mil) $33.59
Rank (1Yr) 63/317
Std Dev (3Yr) 5.79 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.50 %
Sales Status Open
 
Objective
The fund's objective is to invest in the units of the Alto Conservative Portfolio or any successor mutual fund.
Fund Manager

I.G. Investment Management, Ltd.

Portfolio Manager

Scott Waugh, I.G. Investment Management, Ltd.

Catherine Sawatzky , I.G. Investment Management, Ltd.

Sub-Advisor
Data not available
 
Asset Allocation
(As of December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
IG Core Portfolio - Income Focus Series AOtherMutual FundMulti-National100.00%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.72 2.79 1.69 -9.74 -9.74 -0.69 0.63 1.82
Benchmark -0.73 4.34 3.36 -11.13 -11.13 -1.19 1.59 4.96
Quartile Ranking 2 3 2 1 1 2 2 4

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -9.74 3.64 4.71 8.22 -2.66 2.06 2.91 1.85 4.17 4.20
Benchmark -11.13 -0.49 9.09 6.30 5.53 3.81 0.39 16.91 11.35 10.48
Quartile Ranking 1 3 4 3 2 4 3 3 4 4

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