(As of 5/31/2022)

IG/CL Conservative GIF 75/75 A

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
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Inception Return
(11/16/2009)
2.26 %
YTD Return -8.07 %
NAVPS
(6/24/2022)
$12.84
Change $0.06 / 0.44 %
Growth of $10,000 (As of May 31, 2022)
MER 2.71 %
Assets ($mil) $2.35
Rank (1Yr) 152/340
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 May 31, 2022)
Sector Allocation
(As of May 31, 2022)
Geographic Allocation
(As of May 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
IG Core Portfolio - Income Focus Series AOtherMutual FundMulti-National100.04%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.04%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.55 -4.70 -6.79 -8.07 -5.49 0.93 0.96 2.29
Benchmark -0.87 -7.96 -12.30 -11.77 -7.86 -0.69 0.91 5.08
Quartile Ranking 3 2 1 1 2 3 3 4

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 3.64 4.71 8.22 -2.66 2.06 2.91 1.85 4.17 4.20 3.26
Benchmark -0.49 9.09 6.30 5.53 3.81 0.39 16.91 11.35 10.48 4.94
Quartile Ranking 3 4 3 2 4 2 3 4 4 4

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