(As of 1/31/2021)

IG/CL Conservative GIF 75/75 A

(Canadian Fixed Income Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
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
NameAssetSectorGeographicPercent
IG Core Portfolio - Income Focus Series AOtherMutual FundCanada100.00%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.00%

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

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .