(As of 8/31/2021)

IG Mackenzie U.S. Opportunities Fund C

(U.S. Small/Mid Cap Equity)



2014


FundGrade A+® Rating recipient
For more information about
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Inception Return
(7/15/1996)
7.51 %
YTD Return 15.70 %
NAVPS
(9/24/2021)
$30.56
Change ($0.02) / -0.07 %
Growth of $10,000 (As of August 31, 2021)
MER 2.95 %
Assets ($mil) $47.05
Rank (1Yr) 214/320
Std Dev (3Yr) 19.09 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load Choice of Back or No Load
Max Front End -
Max Back End 5.00 %
Sales Status Partially Open
 
Objective
The Fund aims to provide long-term capital growth by investing primarily in mid-sized U.S. corporations.
Fund Manager

I.G. Investment Management, Ltd.

Portfolio Manager

I.G. Investment Management, Ltd.

Sub-Advisor

Sonny Aggarwal, Mackenzie Financial Corporation

Philip Taller, Mackenzie Financial Corporation

 
Asset Allocation
(As of June 30, 2021)
Sector Allocation
(As of June 30, 2021)
Geographic Allocation
(As of June 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Syneos Health IncUS EquityHealthcareUnited States4.67%
Westinghouse Air Brake Technologies CorpUS EquityIndustrial GoodsUnited States4.43%
Akamai Technologies IncUS EquityTechnologyUnited States3.99%
LivePerson IncUS EquityTechnologyUnited States3.82%
Signature BankUS EquityFinancial ServicesUnited States3.81%
Markel CorpUS EquityFinancial ServicesUnited States3.76%
Motorola Solutions IncUS EquityTelecommunicationsUnited States3.58%
Dentsply Sirona IncUS EquityHealthcareUnited States3.52%
Carter's IncUS EquityConsumer ServicesUnited States3.47%
Maximus IncUS EquityHealthcareUnited States3.46%

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 1.92 4.38 11.37 15.70 34.01 8.53 8.79 13.89
Benchmark 3.80 8.21 11.02 18.80 39.81 10.76 13.18 16.43
Quartile Ranking 4 4 3 4 3 3 3 3

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 8.07 19.68 -8.06 2.49 12.62 13.07 26.47 42.84 8.34 1.33
Benchmark 11.78 21.65 -2.87 8.66 14.08 11.76 18.40 44.35 16.54 -0.99
Quartile Ranking 2 2 3 4 2 2 1 3 4 2

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