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10 Year Anniversary Spotlight
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
10 YEAR ANNIVERSARY SPOTLIGHT
★★★★
13.8
14.6
9.9
8.2
7.9
64
71
86
★★★★
13.0
13.9
9.1
7.7
7.4
57
59
78
★★★★
10.6
11.4
7.2
6.6
6.3
61
59
75
★★★★★
8.2
9.3
5.1
-
5.9
70
80
92
-
Portfolio Solutions
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
PORTFOLIO SOLUTIONS
★★★★
13.7
12.7
-
-
7.2
77
82
-
★★★★
33.2
18.5
5.6
10.5
8.8
92
82
64
★★★★★
18.9
21.9
-
-
13.8
83
90
-
★★★★
3.6
4.6
1.1
2.6
4.2
46
57
75
★★★★
14.4
14.4
9.2
-
10.5
69
66
79
★★★★
17.3
18.5
12.3
-
13.7
78
68
83
★★★★
8.1
8.4
4.3
-
5.1
69
63
77
★★★★
11.7
12.0
7.4
-
8.4
75
70
80
★★★★
23.9
17.4
10.9
7.8
4.5
66
74
81
★★★★
9.7
21.8
15.0
14.2
8.0
50
64
82
★★★★
9.8
9.0
4.5
4.6
4.6
94
84
82
★★★★
10.8
11.4
7.1
6.5
7.1
63
59
75
★★★★
13.6
13.6
9.0
8.1
8.8
62
54
77
★★★★
3.2
4.1
1.0
2.3
2.8
34
42
72
★★★★
15.1
18.1
11.5
9.9
10.4
66
65
73
★★★★
3.5
4.7
2.2
2.7
2.8
44
41
64
★★★★
7.3
7.7
3.9
4.5
5.0
55
40
70
★★★★
10.3
10.6
6.7
6.1
6.0
57
41
67
★★★★
7.8
8.3
3.9
4.4
4.4
65
59
69
★★★★
13.8
14.6
9.9
8.2
7.9
64
71
86
★★★★
13.0
13.9
9.1
7.7
7.4
57
59
78
★★★★
10.6
11.4
7.2
6.6
6.3
61
59
75
★★★★★
8.2
9.3
5.1
-
5.9
70
80
92
★★★★★
13.5
14.1
-
-
13.0
90
93
-
★★★★
17.1
17.7
9.6
8.2
8.4
90
95
83
★★★★
16.2
20.6
12.1
10.3
11.1
74
83
80
IG Climate Action Portfolio Global Fixed Income Balanced Series F
★★★★
6.8
8.9
-
-
3.3
45
74
-
★★★★
11.4
12.5
-
-
8.6
71
77
-
★★★★
15.0
15.7
-
-
11.3
75
84
-
★★★★
18.3
18.9
-
-
12.8
81
72
-
-
Balanced
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
BALANCED
★★★★
16.3
14.3
10.5
8.1
7.5
74
82
82
★★★★
10.0
13.9
9.0
8.1
9.2
25
59
77
★★★★★
18.1
15.8
11.2
9.2
9.0
88
93
89
★★★★
12.2
11.7
7.8
7.7
7.1
54
66
69
★★★★★
8.4
16.9
11.5
9.6
9.5
16
91
96
IG Mackenzie US Dollar Fund - Global Neutral Balanced Series F
★★★★
11.8
11.5
-
-
8.0
16
69
-
-
Fixed income
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
FIXED INCOME
★★★★
4.5
7.0
2.3
3.4
3.5
62
81
81
★★★★
3.0
7.6
4.4
5.0
4.5
68
72
59
★★★★★
2.9
4.7
0.1
2.3
2.8
73
71
86
★★★★
4.2
5.3
2.3
2.4
2.4
86
74
69
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Equity
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
EQUITY
★★★★
30.3
22.2
16.8
12.1
11.6
60
79
89
★★★★
24.8
18.7
11.3
-
9.9
72
88
82
★★★★
22.4
17.9
14.0
11.4
11.1
33
51
47
★★★★
22.1
15.0
14.0
11.0
8.1
58
56
68
★★★★
11.1
17.7
11.1
10.1
11.5
42
63
70
★★★★
22.6
19.8
14.7
11.7
11.9
82
78
81
★★★★★
20.6
14.8
6.0
8.4
9.0
48
66
100
★★★★
18.0
12.2
5.2
7.7
8.8
22
35
72
★★★★
30.5
17.2
4.8
9.8
8.8
81
69
49
★★★★★
8.7
30.3
14.9
17.2
18.8
41
95
80
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Specialty
Morning Star Rating
Annualized Returns
Percentage of Peers Beaten
1 Year
3 Year
5 Year
10 Year
Since Inception
1 Year
3 Year
5 Year
SPECIALITY
★★★★★
25.7
26.3
21.0
14.4
15.5
49
94
100
★★★★
9.0
5.1
7.3
7.3
10.9
48
51
81
★★★★★
16.8
14.0
11.2
9.2
10.2
80
93
80
★★★★★
47.0
21.1
25.7
15.4
7.3
46
70
94
★★★★★
175.9
55.9
27.5
27.9
20.9
89
88
91
Morningstar Star Ratings reflect performance of Series F (series I for iProfile Funds) as of December 31, 2025, 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 Consultant. Quartile rankings and peers beaten are calculated by IG Wealth Management based on the fund series-level data Morningstar provides. The CIFSC categories, Star Ratings and number of funds in each category, and rates of return for the standard periods, respectively, are:
Portfolio Solutions:
iProfile Active Allocation Private Pool I I, Tactical Balanced category: 1 year - (263 funds), 3 years - 4 stars (259 funds), 5 years – n/a stars (203 funds), 10 year/Since Inception (March 15, 2021) – n/a stars.
iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (270 funds), 3 years - 4 stars (243 funds), 5 years – 3 stars (203 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (112 funds).
iProfile ETF Private Pool I, Global Equity category: 1 year - (1802 funds), 3 years - 5 stars (1592 funds), 5 years – n/a stars n/a, 10 year/Since Inception (March 15, 2021) – n/a stars.
iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (327 funds), 3 years - 3 stars (298 funds), 5 years – 4 stars (225 funds), 10 year/Since Inception (January 15, 2001) – 5 stars (103 funds).
iProfile Global Equity Balanced, Global Equity Balanced category: 1 year - (1092 funds), 3 years - 4 stars (1010 funds), 5 years – 4 stars (873 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Equity I, Global Equity category: 1 year - (1802 funds), 3 years - 4 stars (1592 funds), 5 years – 4 stars (1325 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Fixed Income Balanced, Global Fixed Income Balanced category: 1 year - (881 funds), 3 years - 3 stars (816 funds), 5 years – 4 stars (739 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile Global Neutral Balanced, Global Neutral Balanced category: 1 year - (1563 funds), 3 years - 4 stars (1461 funds), 5 years – 4 stars (1219 funds), 10 year/Since Inception (June 22, 2020) – n/a stars.
iProfile International Equity Private Pool I, International Equity category: 1 year - (660 funds), 3 years - 4 stars (599 funds), 5 years – 4 stars (551 funds), 10 year/Since Inception (January 15, 2001) – 3 stars (327 funds).
iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1143 funds), 3 years - 4 stars (1023 funds), 5 years – 4 stars (922 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (578 funds).
IG Core Portfolio Income Plus F, Canadian Fixed Income balanced category: 1 year - (333 funds), 3 years - 4 stars (328 funds), 5 years – 4 stars (297 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (206 funds).
IG Core Portfolio Balanced F, Global Neutral Balanced category: 1 year - (1563 funds), 3 years - 3 stars (1461 funds), 5 years – 4 stars (1219 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (759 funds).
IG Core Portfolio Balanced Growth F, Global Neutral Balanced category: 1 year - (1092 funds), 3 years - 3 stars (1010 funds), 5 years – 4 stars (873 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (552 funds).
IG Core Portfolio Growth F, Global Equity category: 1 year - (1802 funds), 3 years - 3 stars (1592 funds), 5 years – 4 stars (1325 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (721 funds).
IG Core Portfolio Income F, Canadian Short Term Fixed Income category: 1 year - (225 funds), 3 years - 3 stars (180 funds), 5 years – 3 stars (162 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (124 funds).
IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (881 funds), 3 years - 3 stars (816 funds), 5 years – 4 stars (739 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (413 funds).
IG Income Portfolio Growth Plus F, Global Neutral Balanced category: 1 year - (1563 funds), 3 years - 4 stars (1461 funds), 5 years – 4 stars (1219 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (759 funds).
IG Income Portfolio F, Global Fixed Income Balanced category: 1 year - (881 funds), 3 years - 3 stars (816 funds), 5 years – 4 stars (739 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (413 funds).
IG Core Portfolio Global Income F, Canadian Fixed Income balanced category: 1 year - (327 funds), 3 years - 3 stars (298 funds), 5 years – 4 stars (225 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (103 funds).
IG Low Volatility Portfolio - Growth F, Global Equity Balanced category: 1 year - (1092 funds), 3 years - 4 stars (1010 funds), 5 years – 4 stars (873 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (552 funds).
IG Low Volatility Portfolio - Balanced F, Global Equity Balanced category: 1 year - (1092 funds), 3 years - 3 stars (1010 funds), 5 years – 4 stars (873 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (552 funds).
IG Low Volatility Portfolio - Income Balanced F, Global Neutral Balanced category: 1 year - (1563 funds), 3 years - 3 stars (1461 funds), 5 years – 4 stars (1219 funds), 10 year/Since Inception (July 13, 2015) – 4 stars (759 funds).
IG Low Volatility Portfolio - Income Focus F, Global Fixed Income Balanced category: 1 year - (881 funds), 3 years - 4 stars (816 funds), 5 years – 5 stars (739 funds), 10 year/Since Inception (November 12, 2018) – n/a stars.
IG Growth Portfolio – Global Balanced F, Global Neutral Balanced category: 1 year - (1563 funds), 3 years - 5 stars (1461 funds), 5 years – n/a stars n/a, 10 year/Since Inception (March 15, 2021) – n/a stars.
IG Growth Portfolio - Global Equity Balanced F, Global Equity Balanced category: 1 year - (1092 funds), 3 years - 5 stars (1010 funds), 5 years – 4 stars (873 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (552 funds).
IG Growth Portfolio – Global Equity F, Global Equity category: 1 year - (1802 funds), 3 years - 4 stars (1592 funds), 5 years – 4 stars (1325 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (721 funds).
IG Climate Action Portfolio - Global Fixed Income Balanced F, Global Fixed Income Balanced category: 1 year - (881 funds), 3 years - 4 stars (816 funds), 5 years – n/a stars n/a, 10 year/Since Inception (October 25, 2021) – n/a stars.
IG US Taxpayer Portfolio – Global Neutral Balanced F, Global Neutral Balanced category: 1 year - (1563 funds), 3 years - 4 stars (1461 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 11, 2022) – n/a stars.
IG US Taxpayer Portfolio – Global Equity Balanced F, Global Equity Balanced category: 1 year - (1092 funds), 3 years - 4 stars (1010 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 11, 2022) – n/a stars.
IG US Taxpayer Portfolio – Global Equity F, Global Equity category: 1 year - (1802 funds), 3 years - 4 stars (1592 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 11, 2022) – n/a stars.
IG Mackenzie Dividend F, Canadian Equity Balanced category: 1 year - (315 funds), 3 years - 4 stars (313 funds), 5 years – 4 stars (302 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (223 funds).
IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1092 funds), 3 years - 3 stars (1010 funds), 5 years – 4 stars (873 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (552 funds).
IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (315 funds), 3 years - 5 stars (313 funds), 5 years – 5 stars (302 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (223 funds).
IG Mackenzie Strategic Income F, Canadian Neutral Balanced category: 1 year - (385 funds), 3 years - 4 stars (367 funds), 5 years – 4 stars (331 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (282 funds).
IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1092 funds), 3 years - 5 stars (1010 funds), 5 years – 5 stars (873 funds), 10 year/Since Inception (January 19, 2015) – 5 stars (552 funds).
IG Mackenzie US Dollar Global Neutral Balanced F, Global Equity Balanced category: 1 year - (1563 funds), 3 years - 4 stars (1461 funds), 5 years – n/a stars n/a, 10 year/Since Inception (April 19, 2022) – n/a stars.
Fixed Income Category:
IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (107 funds), 3 years - 4 stars (90 funds), 5 years – 4 stars (75 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (54 funds).
IG Mackenzie Floating Rate Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (77 funds), 3 years - 4 stars (73 funds), 5 years – 3 stars (72 funds), 10 year/Since Inception (July 16, 2014) – 5 stars (56 funds).
IG Mackenzie Canadian Bond F, Canadian Fixed Income category: 1 year - (391 funds), 3 years - 4 stars (352 funds), 5 years – 4 stars (332 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (225 funds).
IG Mackenzie Mortgage and Short-Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (225 funds), 3 years - 4 stars (180 funds), 5 years – 4 stars (162 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (124 funds).
Equity Category:
IG Beutel Goodman Canadian Small Cap F, Canadian Small/Mid Cap Equity category: 1 year - (161 funds), 3 years - 4 stars (159 funds), 5 years – 4 stars (151 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (122 funds).
IG BlackRock International Equity F, International Equity category: 1 year - (660 funds), 3 years - 4 stars (599 funds), 5 years – 4 stars (551 funds), 10 year/Since Inception (January 13, 2020) – n/a stars n/a.
IG FI Canadian Equity F, Canadian Equity category: 1 year - (601 funds), 3 years - 3 stars (558 funds), 5 years – 3 stars (478 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (330 funds).
IG JPMorgan Emerging Markets II F, Emerging Markets Equity category: 1 year - (270 funds), 3 years - 4 stars (243 funds), 5 years – 3 stars (203 funds), 10 year/Since Inception (January 15, 2001) – 4 stars (112 funds).
IG Mackenzie Canadian Dividend F, Canadian Dividend & Income Equity category: 1 year - (396 funds), 3 years - 3 stars (375 funds), 5 years – 4 stars (352 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (262 funds).
IG Mackenzie Global F, Global Equity category: 1 year - (1802 funds), 3 years - 3 stars (1592 funds), 5 years – 4 stars (1325 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (721 funds).
IG Mackenzie North American Equity F, Canadian Focused category: 1 year - (479 funds), 3 years - 4 stars (472 funds), 5 years – 4 stars (456 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (347 funds).
IG Mackenzie Pacific International F, Asia Pacific ex-Japan equity category: 1 year - (33 funds), 3 years - 3 stars (33 funds), 5 years – 5 stars (33 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (33 funds).
IG Mackenzie Pan Asian Equity F, Asia Pacific Equity category: 1 year - (35 funds), 3 years - 3 stars (35 funds), 5 years – 4 stars (35 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (21 funds).
IG Putnam US Growth F, US Equity category: 1 year - (1143 funds), 3 years - 5 stars (1023 funds), 5 years – 4 stars (922 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (578 funds).
Speciality category:
IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (70 funds), 3 years - 5 stars (57 funds), 5 years – 5 stars (48 funds), 10 year/Since Inception (July 12, 2013) – 4 stars (26 funds).
IG Mackenzie Global Health Care F, Global Sector Equity category: 1 year - (54 funds), 3 years - 3 stars (48 funds), 5 years – 4 stars (42 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (26 funds).
IG Mackenzie Global Infrastructure F, Global Infrastructure Equity category: 1 year - (116 funds), 3 years - 5 stars (111 funds), 5 years – 5 stars (82 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (46 funds).
IG Mackenzie Global Resources F, Natural Resources Equity category: 1 year - (92 funds), 3 years - 4 stars (89 funds), 5 years – 5 stars (83 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (70 funds).
IG Mackenzie Global Precious Metals F, Precious Metals Equity category: 1 year - (65 funds), 3 years - 5 stars (58 funds), 5 years – 5 stars (57 funds), 10 year/Since Inception (July 12, 2013) – 5 stars (44 funds).