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Synchronized Planning and Performance.
Since 1926, we’ve seen it all. Life changes, markets shift and goals evolve.
One thing that remains constant is our commitment to comprehensive financial planning, and the financial well-being of our clients. That’s why we’re proud that so many of our IG Wealth Portfolios rank as top performing funds. Learn more at ig.ca/performance
IG ore Portfolio – IG ore Portfolio – IG ore Portfolio – Income Global Income Income Focus
IG ore Portfolio –
Income Balanced Balanced
IG ore Portfolio –
1yr: 3yr: 5yr: S.I.: 1yr: 3yr: 5yr: S.I.: 1yr: 3yr: 5yr: S.I.: 1yr: 3yr: 5yr: S.I.: 1yr: 3yr: 5yr: S.I.:
4.9% 2.9% 2.7% 2.9% 6.6% 3.6% 4.2% 4.1% 10.2% 5.0% 4.9% 5.5% 12.6% 6.2% 6.0% 6.9% 13.8% 5.6% 5.8% 7.0%
IG ore Portfolio – IG Managed Risk IG Managed Risk IG Managed Balanced Growth Portfolio – Balanced Portfolio – Growth Focus Payout Portfolio
1yr: 3yr: 5yr: S.I.: 1yr: 3yr: 5yr: S.I.: 1yr: 3yr: 5yr: S.I.: 1yr: 3yr: 5yr: S.I.:
16.1% 7.0% 7.3% 8.7% 15.0% 6.7% — 6.0% 16.2% 7.2% — 6.3% 8.3% 3.9% 4.0% 4.6%
Morningstar Star Ratings reflect performance of Series U as of December 31, 2019 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. Ratings are just one factor to consider when investing. For more information about this rating, contact Morningstar at 1-800-531-4725/www.morningstar.ca or your IG Wealth Management onsultant. Quartile rankings and peers beaten are calculated by IG Wealth Management based on the fund series-level data Morningstar provides. The IFS categories, Star Ratings, number of funds in each category, respectively, are IG ore Portfolio Global Income, Series U, Global Fixed Income category: 1 year - n/a stars (518 funds) 3 years - 4 stars (324 funds) 5 years - 5 stars (172 funds). IG ore Portfolio Income Balanced, Series U, anadian Neutral Balanced category: 1 year - n/a stars (607 funds) 3 years - 5 stars (544 funds) 5 years - 5 stars (409 funds). IG ore Portfolio Income Focus, Series U, anadian Fixed Income Balanced category: 1 year - n/a stars (572 funds) 3 years - 5 stars (466 funds) 5 years - 5 stars (376 funds). IG ore Portfolio Income, Series U, anadian Short Term Fixed Income category: 1 year - n/a stars (251 funds) 3 years - 5 stars (203 funds) 5 years - 5 stars (175 funds). IG ore Portfolio Balanced Growth, Series U, Global Equity Balanced category: 1 year - n/a stars (1195 funds) 3 years - 3 stars (980 funds) 5 years - 4 stars (646 funds). IG ore Portfolio Balanced, Series U, Global Neutral Balanced category: 1 year - n/a stars (1574 funds) 3 years - 3 stars (1213 funds) 5 years - 4 stars (916 funds). IG Managed Risk Portfolio Growth Focus, Series U, Global Equity Balanced category: 1 year - n/a stars (1195 funds) 3 years - 4 stars (980 funds). IG Managed Risk Portfolio Balanced, Series U, Global Equity Balanced category: 1 year - n/a stars (1195 funds) 3 years - 4 stars (980 funds). IG Managed Payout Portfolio, Series U, Global Fixed Income Balanced category: 1 year - n/a stars (722 funds) 3 years - 3 stars (530 funds) 5 years - 4 stars (310 funds). ommissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of December 31, 2019 including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. © Investors Group Inc. 2020.
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