Inception Return
(11/16/2009)
|
4.98 %
|
|
YTD Return
|
-0.51 %
|
|
NAVPS
(2/26/2021)
|
$13.81
|
|
Change
|
$0.02 / 0.13 %
|
|
|
Growth of $10,000
(As of January 31, 2021)
|
|
MER
|
2.70 %
|
|
Assets ($mil)
|
$3.10
|
|
Rank (1Yr)
|
153/654
|
|
Std Dev (3Yr)
|
13.08 %
|
|
Volatility Ranking (3Yr)
|
6/10
|
|
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.
|
Management Co.
I.G. Investment Management, Ltd.
Managers
Scott Waugh, Catherine Sawatzky
|
|
Asset Allocation
(As of January 31, 2021)
|
Sector Allocation
(As of January 31, 2021)
|
Geographic Allocation
(As of January 31, 2021)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| IG Core Portfolio - Income Focus Series A | Other | Mutual Fund | Canada | 100.00% |
| Cash and Cash Equivalents | Cash and Equivalents | Cash and Cash Equivalent | Canada | 0.00% |
Performance Data
(As of January 31, 2021)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-0.51
|
5.30
|
4.28
|
-0.51
|
4.26
|
10.93
|
7.71
|
5.16
|
|
Benchmark
|
-1.00
|
2.98
|
1.08
|
-1.00
|
4.37
|
5.88
|
5.39
|
4.90
|
|
Quartile Ranking
|
1
|
1
|
1
|
1
|
1
|
1
|
1
|
1
|
|
Calendar Return (%)
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
|
Fund
|
5.98
|
9.21
|
18.92
|
2.06
|
2.91
|
1.85
|
4.17
|
4.20
|
3.26
|
0.73
|
|
Benchmark
|
8.35
|
10.88
|
-1.25
|
4.30
|
6.19
|
0.56
|
9.52
|
2.02
|
4.68
|
5.23
|
|
Quartile Ranking
|
3
|
2
|
1
|
4
|
3
|
2
|
4
|
3
|
4
|
4
|