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IG Growth Portfolio - Canadian Equity Series C
Canadian Focused Equity
Click for more information on Fundata’s FundGrade
FundGrade C
Click for more information on Fundata’s FundGrade.
|
NAVPS (07-09-2026) |
$16.41 |
|---|---|
| Change |
$0.15
(0.92%)
|
As at June 30, 2026
As at April 30, 2026
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Legend
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Fund Returns
Inception Return (February 15, 1989): 6.48%
| Row Heading | Return | Annualized Return | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Mth | 3 Mth | 6 Mth | YTD | 1 Yr | 2 Yr | 3 Yr | 4 Yr | 5 Yr | 6 Yr | 7 Yr | 8 Yr | 9 Yr | 10 Yr | |
| Fund | 1.19% | 11.62% | 12.18% | 12.18% | 29.15% | 23.23% | 19.96% | 18.03% | 11.64% | 14.46% | 11.78% | 10.60% | 9.87% | 9.80% |
| Benchmark | 1.05% | 10.21% | 12.42% | 12.42% | 30.94% | 26.35% | 22.47% | 19.97% | 13.85% | 16.52% | 14.00% | 12.60% | 12.36% | 12.45% |
| Category Average | 0.61% | 9.21% | 9.37% | 9.37% | 20.93% | 18.80% | 16.98% | 16.00% | 10.99% | 14.19% | 11.69% | 10.36% | 10.01% | 10.18% |
| Category Rank | 228 / 572 | 171 / 569 | 176 / 568 | 176 / 568 | 169 / 563 | 146 / 538 | 166 / 532 | 168 / 522 | 232 / 514 | 262 / 506 | 282 / 501 | 300 / 470 | 306 / 447 | 285 / 404 |
| Quartile Ranking | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 3 | 3 |
Monthly Return
| Return % | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 1.74% | 3.74% | 4.89% | 1.59% | 2.09% | 0.27% | 0.83% | 4.40% | -4.52% | 6.07% | 4.00% | 1.19% |
| Benchmark | 2.07% | 3.86% | 5.11% | 1.57% | 2.40% | 0.50% | 1.25% | 5.77% | -4.75% | 5.08% | 3.80% | 1.05% |
Best Monthly Return Since Inception
11.89% (April 2009)
Worst Monthly Return Since Inception
-18.54% (August 1998)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 11.62% | 4.85% | -10.35% | 19.13% | 4.18% | 22.20% | -12.09% | 12.23% | 21.09% | 21.15% |
| Benchmark | 14.44% | 10.80% | -7.14% | 21.45% | 7.58% | 21.76% | -8.87% | 13.60% | 22.75% | 25.52% |
| Category Average | 11.42% | 8.06% | -8.78% | 18.54% | 7.73% | 22.26% | -9.42% | 13.34% | 19.16% | 17.10% |
| Quartile Ranking | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 |
| Category Rank | 282/ 400 | 294/ 411 | 335/ 460 | 311/ 490 | 351/ 505 | 302/ 506 | 324/ 516 | 333/ 526 | 250/ 533 | 153/ 538 |
Best Calendar Return (Last 10 years)
22.20% (2021)
Worst Calendar Return (Last 10 years)
-12.09% (2022)
Asset Allocation
| Name | Percent |
|---|---|
| Canadian Equity | 51.12 |
| US Equity | 30.96 |
| International Equity | 4.12 |
| Cash and Equivalents | 2.87 |
| Income Trust Units | 1.63 |
| Other | 9.30 |
Sector Allocation
| Name | Percent |
|---|---|
| Mutual Fund | 42.50 |
| Financial Services | 17.27 |
| Basic Materials | 8.20 |
| Energy | 7.90 |
| Industrial Services | 5.12 |
| Other | 19.01 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 98.51 |
| Multi-National | 1.29 |
| Europe | 0.20 |
| Asia | 0.08 |
| Africa and Middle East | 0.02 |
| Other | -0.10 |
Top Holdings
| Name | Percent |
|---|---|
| Mackenzie Canadian Equity Fund Investor Series | 55.72 |
| Mack US Equity Pool Sr IG | 23.28 |
| Mackenzie US Quantitative Small Cap Fund Series IG | 5.50 |
| Mackenzie Enhanced Equity Risk Premia Fund Sr IG | 5.22 |
| Mack EAFE Equity Pool Sr IG | 3.26 |
| Mackenzie Broad Risk Premia Collection Fund Sr IG | 2.88 |
| Mackenzie Enhanced Fixed Income Risk Premia Fund Sr IG | 1.29 |
| Mackenzie GQE Global Equity Fund Series A | 0.88 |
| Canadian Dollar Futures Margin BMO | 0.60 |
| Mackenzie Emerging Markets Large Cap Fund Sr IG | 0.55 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
IG Growth Portfolio - Canadian Equity Series C
Median
Other - Canadian Focused Equity
3 Yr Annualized
| Standard Deviation | 10.91% | 12.90% | 12.37% |
|---|---|---|---|
| Beta | 1.07 | 1.08 | 1.01 |
| Alpha | -0.03 | -0.03 | -0.02 |
| Rsquared | 0.97% | 0.98% | 0.97% |
| Sharpe | 1.41 | 0.69 | 0.67 |
| Sortino | 2.82 | 1.09 | 0.85 |
| Treynor | 0.14 | 0.08 | 0.08 |
| Tax Efficiency | 95.61% | 81.64% | 84.87% |
| Volatility |
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|
|
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 9.63% | 10.91% | 12.90% | 12.37% |
| Beta | 0.96 | 1.07 | 1.08 | 1.01 |
| Alpha | 0.00 | -0.03 | -0.03 | -0.02 |
| Rsquared | 0.96% | 0.97% | 0.98% | 0.97% |
| Sharpe | 2.49 | 1.41 | 0.69 | 0.67 |
| Sortino | - | 2.82 | 1.09 | 0.85 |
| Treynor | 0.25 | 0.14 | 0.08 | 0.08 |
| Tax Efficiency | 98.28% | 95.61% | 81.64% | 84.87% |
Fund Details
| Start Date | February 15, 1989 |
|---|---|
| Instrument Type | Mutual Fund (Wrap Program) |
| Share Class | Commission Based Advice |
| Legal Status | Trust |
| Sales Status | Partially Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $378 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| IGI094 |
Investment Objectives
The Portfolio aims to provide potential long-term capital growth by investing primarily in Underlying Funds.
Investment Strategy
The Portfolio will obtain exposure to equity securities primarily by investing in Underlying Funds and/or directly in securities. Based on its assessment of economic and market conditions, the Sub-advisor may actively shift the allocation of the Portfolio’s exposures with respect to geography, sector, investment style, market capitalization, and/or currency. In addition, the Portfolio may also invest in other asset classes.
Portfolio Management
| Portfolio Manager |
I.G. Investment Management, Ltd.
|
|---|---|
| Sub-Advisor |
Mackenzie Financial Corporation |
Management and Organization
| Fund Manager |
I.G. Investment Management, Ltd. |
|---|---|
| Custodian |
Canadian Imperial Bank of Commerce |
| Registrar |
I.G. Investment Management, Ltd. |
| Distributor |
Investors Group Financial Services Inc. Investors Group Securities Inc. |
Investment Minimums
| RSP Eligible | Yes |
|---|---|
| PAC Allowed | Yes |
| PAC Initial Investment | 50 |
| PAC Subsequent | 50 |
| SWP Allowed | Yes |
| SWP Min Balance | 250 |
| SWP Min Withdrawal | 100 |
Fees
| MER | 2.80% |
|---|---|
| Management Fee | 1.77% |
| Load | No Load |
| FE Max | - |
| DSC Max | - |
| Trailer Fee Max (FE) | - |
| Trailer Fee Max (DSC) | - |
| Trailer Fee Max (NL) | 0.70% |
| Trailer Fee Max (LL) | - |
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