IG Core Portfolio Income bal A
IGI352
▲
11.09
+0.01
+0.10%
5 Years
-
Previous Close
11.08
-
Net Assets
381.86M
-
Yield
0.36%
-
Front load
None
-
Expenses
-
-
Category
Canadian 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 intends to provide investors with a diversified portfolio solution focused on providing long-term capital appreciation, with a secondary focus on income, by investing in Underlying Funds and/or directly in securities. Under normal market conditions, asset class exposures will be 45-65% fixed-income and 35-55% 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
2003-07-28