(As of 8/31/2021)

IG/CL Moderate Conservative GIF 75/75 A

(Global Neutral Balanced)



2019


FundGrade A+® Rating recipient
For more information about
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Inception Return
(11/16/2009)
6.13 %
YTD Return 6.46 %
NAVPS
(9/17/2021)
$16.60
Change ($0.06) / -0.35 %
Growth of $10,000 (As of August 31, 2021)
MER 2.87 %
Assets ($mil) $4.28
Rank (1Yr) 508/976
Std Dev (3Yr) 11.78 %
Volatility Ranking (3Yr) 5/10
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 Moderate 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 August 31, 2021)
Sector Allocation
(As of August 31, 2021)
Geographic Allocation
(As of August 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
IG Core Portfolio - Income Balanced AOtherMutual FundMulti-National100.00%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.51 3.55 6.17 6.46 12.49 12.28 8.90 6.93
Benchmark 2.43 7.14 6.97 6.34 11.78 8.94 8.25 10.06
Quartile Ranking 2 4 4 3 3 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 6.82 11.32 14.60 4.32 3.55 2.57 5.08 9.94 4.35 -0.18
Benchmark 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80
Quartile Ranking 2 3 1 4 3 3 4 4 4 1

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