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IG Core Portfolio Class Balanced U

IGI1364
13.06
+0.02
+0.15%
2019-02-19
5 Years
  • Previous Close

    13.04

  • Net Assets

    475.05M

  • Yield

    1.19%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Investors Group Inc

Fund Style

Open

Fund Manager

Scott Waugh

Investment Style

Large Blend

The Fund aims to provide a balance of long-term capital appreciation and fixed-income diversification by investing primarily in a mix of other Investors Group Funds. Under normal market conditions, asset class exposures will be 30-50% fixed-income and 50-70% equity. The Portfolio Advisor may review and adjust these exposures without notice. In addition, the Fund may also invest in other asset classes, including Investors Real Property Fund. Currently, it is the Portfolio Advisor’s intention to maintain an investment in Investors Real Property Fund equal to approximately 5% of the Fund's assets.

Purchase Information

Initial Purchase 50
Initial Purchase: IRA 50
Initial Purchase: AIP 50

Inception

2013-07-12

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