Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.83% 272.09M -- 1.92%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
40.03M 5.40% Upgrade Upgrade

Basic Info

Investment Strategy
The Pool aims to provide long-term capital appreciation through exposure to investment strategies permitted by the Rules for alternative mutual funds. These strategies will be used to gain exposure to a broad range of asset classes, including equities, fixed-income securities and/or convertible securities issued by companies anywhere in the world. The Pool may also invest up to 100% or more of its net assets in foreign currencies and/or physical commodities. The Pool may engage in physical short sales, borrowing and/or derivatives for investment purposes. The Pools aggregate exposure shall not exceed limits on the use of gross exposure described in the Investment Strategies section of this Simplified Prospectus or as otherwise permitted under applicable securities legislation. The Pool aims to achieve this objective by investing primarily in units of other mutual funds and/or through direct investments. In order to change its investment objective, the Pool needs approval from a majority of its investors who vote at a meeting held for this purpose, unless it is required by law to make the change.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name IG Wealth Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 44
-116.76M Peer Group Low
123.05M Peer Group High
1 Year
% Rank: 24
40.03M
-204.81M Peer Group Low
813.70M Peer Group High
3 Months
% Rank: 25
-125.21M Peer Group Low
265.55M Peer Group High
3 Years
% Rank: 26
-563.01M Peer Group Low
1.282B Peer Group High
6 Months
% Rank: 26
-157.46M Peer Group Low
793.63M Peer Group High
5 Years
% Rank: 12
-283.64M Peer Group Low
1.303B Peer Group High
YTD
% Rank: 33
-194.35M Peer Group Low
813.70M Peer Group High
10 Years
% Rank: 17
-37.49M Peer Group Low
1.303B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-2.11%
7.67%
12.10%
4.89%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.92%
--
--
--
7.98%
-6.03%
10.42%
13.01%
8.68%
--
8.83%
7.36%
10.06%
-4.83%
2.01%
11.53%
14.51%
--
--
0.52%
-0.67%
3.90%
10.05%
1.56%
6.48%
--
--
10.30%
1.40%
-17.12%
6.53%
-2.64%
7.83%
As of December 11, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-10-25) 1.47%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 3
Stock
Weighted Average PE Ratio 30.57
Weighted Average Price to Sales Ratio 6.633
Weighted Average Price to Book Ratio 7.560
Weighted Median ROE 27.31%
Weighted Median ROA 10.04%
ROI (TTM) 14.70%
Return on Investment (TTM) 14.70%
Earning Yield 0.0448
LT Debt / Shareholders Equity 0.8789
Number of Equity Holdings 0
Bond
Yield to Maturity (10-31-25) 4.13%
Effective Duration --
Average Coupon 3.79%
Calculated Average Quality 3.548
Effective Maturity 7.957
Nominal Maturity 8.123
Number of Bond Holdings 0
As of October 31, 2025

Growth Metrics

EPS Growth (1Y) 21.51%
EPS Growth (3Y) 12.63%
EPS Growth (5Y) 16.54%
Sales Growth (1Y) 12.71%
Sales Growth (3Y) 12.28%
Sales Growth (5Y) 12.47%
Sales per Share Growth (1Y) 15.82%
Sales per Share Growth (3Y) 12.27%
Operating Cash Flow - Growth Rate (3Y) 17.16%
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 3/31/2025
Last Prospectus Date --
Share Classes
IGI1893 Fee-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 39.56%
Stock 46.62%
Bond 14.37%
Convertible 0.00%
Preferred 0.00%
Other -0.55%
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Top 3 Holdings

Name % Weight Price % Change
WELLINGTON - IG GLOBAL EQUITY HEDGE POOL P
50.00% -- --
MACKENZIE GLOBAL MACRO SERIES IG
50.00% -- --
OTHER ASSETS LESS LIABILITIES
-0.00% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 250000.0 None
Minimum Subsequent Investment 200.00 None

Basic Info

Investment Strategy
The Pool aims to provide long-term capital appreciation through exposure to investment strategies permitted by the Rules for alternative mutual funds. These strategies will be used to gain exposure to a broad range of asset classes, including equities, fixed-income securities and/or convertible securities issued by companies anywhere in the world. The Pool may also invest up to 100% or more of its net assets in foreign currencies and/or physical commodities. The Pool may engage in physical short sales, borrowing and/or derivatives for investment purposes. The Pools aggregate exposure shall not exceed limits on the use of gross exposure described in the Investment Strategies section of this Simplified Prospectus or as otherwise permitted under applicable securities legislation. The Pool aims to achieve this objective by investing primarily in units of other mutual funds and/or through direct investments. In order to change its investment objective, the Pool needs approval from a majority of its investors who vote at a meeting held for this purpose, unless it is required by law to make the change.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name IG Wealth Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-10-25) 1.47%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 3
Stock
Weighted Average PE Ratio 30.57
Weighted Average Price to Sales Ratio 6.633
Weighted Average Price to Book Ratio 7.560
Weighted Median ROE 27.31%
Weighted Median ROA 10.04%
ROI (TTM) 14.70%
Return on Investment (TTM) 14.70%
Earning Yield 0.0448
LT Debt / Shareholders Equity 0.8789
Number of Equity Holdings 0
Bond
Yield to Maturity (10-31-25) 4.13%
Effective Duration --
Average Coupon 3.79%
Calculated Average Quality 3.548
Effective Maturity 7.957
Nominal Maturity 8.123
Number of Bond Holdings 0
As of October 31, 2025

Growth Metrics

EPS Growth (1Y) 21.51%
EPS Growth (3Y) 12.63%
EPS Growth (5Y) 16.54%
Sales Growth (1Y) 12.71%
Sales Growth (3Y) 12.28%
Sales Growth (5Y) 12.47%
Sales per Share Growth (1Y) 15.82%
Sales per Share Growth (3Y) 12.27%
Operating Cash Flow - Growth Rate (3Y) 17.16%
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 3/31/2025
Last Prospectus Date --
Share Classes
IGI1893 Fee-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:IGI1894.TO", "name")
Broad Asset Class: =YCI("M:IGI1894.TO", "broad_asset_class")
Broad Category: =YCI("M:IGI1894.TO", "broad_category_group")
Prospectus Objective: =YCI("M:IGI1894.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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