IG Mackenzie Cdn Small/Mid Cap II C DSCIGI058
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- NAV22.66
- TODAY'S CHANGE (%)0.01 (0.04%)
- Investment Style
- 52 Week Range
- Distribution Yield0.00%
- MER2.78
- AUM63.4M
- RRSP EligibilityYes
- Load TypeBack-end Load
- Overall Morningstar Rating3 out of 5 Starsout of 456 funds
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| Company | Country | Symbol |
|---|
Select growth of 10k Options
| Date | Percent Change | Category Percent Change |
|---|---|---|
| March 2024 | 0.39% | 0.74% |
| February 2024 | 0.37% | 0.69% |
| January 2024 | 0.34% | 0.66% |
| December 2023 | 0.31% | 0.63% |
| November 2023 | 0.28% | 0.56% |
| October 2023 | 0.19% | 0.47% |
| September 2023 | 0.23% | 0.52% |
| August 2023 | 0.29% | 0.59% |
| July 2023 | 0.30% | 0.62% |
| June 2023 | 0.29% | 0.58% |
| May 2023 | 0.25% | 0.55% |
| April 2023 | 0.27% | 0.58% |
| March 2023 | 0.27% | 0.58% |
| February 2023 | 0.29% | 0.60% |
| January 2023 | 0.30% | 0.62% |
| December 2022 | 0.23% | 0.53% |
| November 2022 | 0.27% | 0.57% |
| October 2022 | 0.22% | 0.49% |
| September 2022 | 0.16% | 0.42% |
| August 2022 | 0.24% | 0.52% |
| July 2022 | 0.29% | 0.56% |
| June 2022 | 0.17% | 0.45% |
| May 2022 | 0.26% | 0.59% |
| April 2022 | 0.25% | 0.59% |
| March 2022 | 0.39% | 0.71% |
| February 2022 | 0.38% | 0.67% |
| January 2022 | 0.40% | 0.68% |
| December 2021 | 0.44% | 0.72% |
| November 2021 | 0.37% | 0.67% |
| October 2021 | 0.43% | 0.73% |
| September 2021 | 0.38% | 0.68% |
| August 2021 | 0.41% | 0.71% |
| July 2021 | 0.35% | 0.66% |
| June 2021 | 0.30% | 0.64% |
| May 2021 | 0.25% | 0.59% |
| April 2021 | 0.25% | 0.58% |
| March 2021 | 0.18% | 0.52% |
| February 2021 | 0.16% | 0.49% |
| January 2021 | 0.11% | 0.41% |
| December 2020 | 0.11% | 0.40% |
| November 2020 | 0.06% | 0.33% |
| October 2020 | -0.04% | 0.21% |
| September 2020 | -0.03% | 0.21% |
| August 2020 | -0.03% | 0.23% |
| July 2020 | -0.06% | 0.17% |
| June 2020 | -0.10% | 0.10% |
| May 2020 | -0.11% | 0.07% |
| April 2020 | -0.14% | 0.02% |
| March 2020 | -0.27% | -0.13% |
| February 2020 | -0.03% | 0.14% |
| January 2020 | 0.03% | 0.22% |
| December 2019 | 0.02% | 0.21% |
| November 2019 | -0.01% | 0.18% |
| October 2019 | -0.05% | 0.14% |
| September 2019 | -0.03% | 0.14% |
| August 2019 | -0.03% | 0.14% |
| July 2019 | 0.01% | 0.16% |
| June 2019 | 0.00% | 0.15% |
| May 2019 | -0.04% | 0.12% |
| April 2019 | -0.02% | 0.15% |
| March 2019 | -0.02% | 0.13% |
| February 2019 | -0.03% | 0.13% |
| January 2019 | -0.09% | 0.09% |
| December 2018 | -0.14% | 0.02% |
| November 2018 | -0.10% | 0.07% |
| October 2018 | -0.06% | 0.11% |
| September 2018 | 0.04% | 0.20% |
| August 2018 | 0.06% | 0.21% |
| July 2018 | 0.03% | 0.20% |
| June 2018 | 0.02% | 0.21% |
| May 2018 | 0.03% | 0.20% |
| April 2018 | 0.00% | 0.18% |
| March 2018 | -0.01% | 0.16% |
| February 2018 | 0.00% | 0.16% |
| January 2018 | 0.05% | 0.20% |
| December 2017 | 0.08% | 0.22% |
| November 2017 | 0.04% | 0.19% |
| October 2017 | 0.05% | 0.19% |
| September 2017 | 0.03% | 0.16% |
| August 2017 | 0.02% | 0.13% |
| July 2017 | 0.04% | 0.13% |
| June 2017 | 0.05% | 0.15% |
| May 2017 | 0.06% | 0.16% |
| April 2017 | 0.06% | 0.16% |
| March 2017 | 0.07% | 0.16% |
| February 2017 | 0.08% | 0.15% |
| January 2017 | 0.09% | 0.15% |
| December 2016 | 0.11% | 0.16% |
| November 2016 | 0.09% | 0.13% |
| October 2016 | 0.05% | 0.11% |
| September 2016 | 0.06% | 0.12% |
| August 2016 | 0.02% | 0.10% |
| July 2016 | 0.01% | 0.09% |
| June 2016 | 0.00% | 0.06% |
| May 2016 | 0.00% | 0.06% |
| April 2016 | -0.02% | 0.04% |
| March 2016 | -0.10% | -0.01% |
| February 2016 | -0.13% | -0.06% |
| January 2016 | -0.14% | -0.06% |
| December 2015 | -0.07% | -0.02% |
| November 2015 | -0.05% | 0.00% |
| October 2015 | -0.06% | -0.01% |
| September 2015 | -0.10% | -0.04% |
| August 2015 | -0.05% | 0.00% |
| July 2015 | 0.00% | 0.04% |
| June 2015 | 0.04% | 0.08% |
| May 2015 | 0.05% | 0.10% |
| April 2015 | 0.04% | 0.10% |
| March 2015 | 0.01% | 0.07% |
| February 2015 | 0.01% | 0.08% |
| January 2015 | -0.05% | 0.02% |
| December 2014 | -0.04% | 0.05% |
| November 2014 | -0.03% | 0.05% |
| October 2014 | 0.00% | 0.05% |
| September 2014 | 0.06% | 0.08% |
| August 2014 | 0.13% | 0.14% |
| July 2014 | 0.10% | 0.12% |
| June 2014 | 0.11% | 0.13% |
| May 2014 | 0.06% | 0.09% |
| April 2014 | 0.06% | 0.09% |
| March 2014 | 0.04% | 0.06% |
| February 2014 | 0.04% | 0.05% |
| January 2014 | 0.01% | 0.00% |
| December 2013 | 0.00% | 0.00% |
No reports available
Calendar Year Total Returns
| Year | Fund | Best-Fit Index | Category |
|---|---|---|---|
2023 | +6.77% | +11.75% | +5.94% |
2022 | -14.34% | -5.84% | -11.85% |
2021 | +29.98% | +25.09% | +22.36% |
2020 | +8.28% | +5.60% | +15.12% |
2019 | +18.86% | +22.88% | +20.03% |
Asset Class
| CDN Equity | 99.0% |
|---|---|
| Cash | 0.7% |
| Int'l Equity | 0.3% |
| Other | 0.0% |
| Fixed Income | 0 |
| US Equity | 0 |
Sectors
| Industrials | 28.3% |
|---|---|
| Real Estate | 14.5% |
| Consumer Cyclical | 14.4% |
| Financial Serv.s | 13.7% |
| Energy | 11.5% |
| Technology | 8.4% |
| Basic Mat. | 6.9% |
| Consumer Defensive | 1.2% |
| Communication Services | 0 |
| Healthcare | 0 |
| Utilities | 0 |
Geographic Region
| Canada | 100.0% |
|---|---|
| Latin America | 0 |
| Africa | 0 |
| Asia/Oceania | 0 |
| United States | 0 |
| Europe | 0 |
| Company Name sortable | Position sortable | Allocation sortable | Allocation sortable1 Month Change | Market Value sortable |
|---|---|---|---|---|
Boyd Group Services Inc Ordinary Shares | Long | 3.9% | 0.00% | $2.5M |
EQB Inc | Long | 3.8% | 0.00% | $2.4M |
The Descartes Systems Group Inc | Long | 3.6% | 0.00% | $2.3M |
Element Fleet Management Corp | Long | 3.6% | +6.89% | $2.3M |
Stantec Inc | Long | 3.6% | -4.09% | $2.3M |
Savaria Corp | Long | 3.4% | 0.00% | $2.2M |
ATS Corp | Long | 3.0% | -5.69% | $1.9M |
Definity Financial Corp | Long | 2.9% | +9.32% | $1.9M |
Dream Industrial Real Estate Investment Trust | Long | 2.9% | 0.00% | $1.9M |
Stella-Jones Inc | Long | 2.7% | 0.00% | $1.7M |
Best Fit Index | S&P/TSX Composite TR |
|---|---|
Category | |
Sponsor | IG Investment Management Ltd |
Inception | September 17, 1999 |
The Fund aims to provide high relative rates of return by investing primarily in the investments of small and medium sized Canadian growth corporations.
| Total Net Assets | $7.8M |
|---|---|
| Annual Portfolio Turnover | 23.84% |
| Equity Style | Small Cap Growth |
| Credit Quality / Duration | --- |
| Tax-Adjusted Rating | 3 out of 5 Stars |
| Initial Investment(s) | $50 |
|---|---|
| Subsequent Investment(s) | $50 |
| Initial RRSP Investment(s) | $50 |
| Subsequent RRSP Investment(s) | $50 |
| Maximum Initial Sales Fees | --- |
|---|---|
| Maximum Deferred Sales Fees | --- |
| Actual Management Fee | 1.80% |
| Actual Mgmt. Expense Ratio (MER) | 2.78% |
| Load Type | Back-end Load |
Morningstar Ratings
| Time Horizon | Star Rating | Tax-Adjusted Rating |
|---|---|---|
| Overall | 3 out of 5 Stars | A rating of 3Out of 456 Funds |
| 3 Year | 3 out of 5 Stars | A rating of 3Out of 456 Funds |
| 5 Year | 3 out of 5 Stars | A rating of 3Out of 456 Funds |
| 10 Year | 2 out of 5 Stars | A rating of 2Out of 456 Funds |
Past performance is no guarantee of future results. The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weight average of the fund's 3, 5, and 10 year (Morningstar Rating) metrics.
Style Box is calculated only using the long position holdings of the portfolio.
Management & Contact
Contact Information
IG Investment Management LtdOne Canada Centre 447 Portage Avenue
Winnipeg MB Canada R3C 3B6
Tel: 204 957 7383
Fax: 204 943 0518
Portfolio Manager since April 09, 2020
Scott Carscallen