(As of 3/31/2021)

IG/CL Moderate GIF 75/75 A

(Global Neutral Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/16/2009)
5.53 %
YTD Return 1.99 %
NAVPS
(5/7/2021)
$16.02
Change $0.08 / 0.50 %
Growth of $10,000 (As of March 31, 2021)
MER 2.95 %
Assets ($mil) $3.12
Rank (1Yr) 338/903
Std Dev (3Yr) 10.92 %
Volatility Ranking (3Yr) 4/10
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 Portfolio or any successor mutual fund.
Management Co.
I.G. Investment Management, Ltd.
Managers
  • Scott Waugh, I.G. Investment Management, Ltd.
  • Catherine Sawatzky , I.G. Investment Management, Ltd.
 
Asset Allocation
(As of March 31, 2021)
Sector Allocation
(As of March 31, 2021)
Geographic Allocation
(As of March 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
IG Core Portfolio - Balanced Series AOtherMutual FundMulti-National100.01%
DUE FROM BROKERSCash and EquivalentsCash and Cash EquivalentOther0.02%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.03%

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.23 1.99 8.39 1.99 22.45 10.51 8.37 5.49
Benchmark -0.21 -0.80 3.75 -0.80 15.34 7.27 8.01 9.17
Quartile Ranking 2 1 1 1 2 1 1 2

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 6.49 13.21 8.85 5.38 3.67 4.24 5.60 11.70 5.26 -8.47
Benchmark 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80
Quartile Ranking 2 2 1 3 3 2 4 3 4 4

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