Inception Return
(11/16/2009)
|
3.79 %
|
YTD Return
|
4.34 %
|
|
NAVPS
(4/24/2024)
|
$16.77
|
Change
|
($0.01) / -0.06 %
|
|
Growth of $10,000
(As of March 31, 2024)
|
MER
|
2.95 %
|
Assets ($mil)
|
$31.65
|
Rank (1Yr)
|
596/1038
|
Std Dev (3Yr)
|
8.71 %
|
Volatility Ranking (3Yr)
|
4/10
|
RRSP Eligibility
|
Yes
|
Load
|
Front 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 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 March 31, 2024)
|
Sector Allocation
(As of March 31, 2024)
|
Geographic Allocation
(As of March 31, 2024)
|
Top 10 Holdings
Name | Asset | Sector | Geographic | Percent |
IG Core Portfolio - Balanced Series A | Other | Mutual Fund | Multi-National | 100.00% |
Cash and Cash Equivalents | Cash and Equivalents | Cash and Cash Equivalent | Canada | 0.00% |
Performance Data
(As of March 31, 2024)
|
Return (%)
|
Annualized Return (%)
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
Fund
|
1.97
|
4.34
|
10.89
|
4.34
|
8.80
|
2.74
|
4.14
|
3.74
|
Benchmark
|
1.80
|
5.77
|
13.57
|
5.77
|
12.38
|
3.87
|
5.64
|
7.01
|
Quartile Ranking
|
2
|
3
|
3
|
3
|
3
|
3
|
3
|
3
|
Calendar Return (%)
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
Fund
|
7.76
|
-10.21
|
9.54
|
5.88
|
11.66
|
-5.26
|
5.38
|
3.67
|
4.24
|
5.60
|
Benchmark
|
11.69
|
-11.62
|
6.48
|
11.12
|
12.26
|
2.68
|
8.66
|
2.39
|
17.05
|
12.44
|
Quartile Ranking
|
3
|
2
|
2
|
3
|
3
|
4
|
3
|
3
|
2
|
4
|