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Did you know that the top performing funds…

Jan 24, 2022 7:00:00 AM / by iA

 

Did you know that year after year, several iA funds rank in the top quartile for performance among their peer group?

 

Here are the top performers as at December 31, 2021, by asset class:

 

iA fund performance table - IAG SRP Classic Series 75/75 
Funds ranked in the first quartile among their peer group
Net returns as at December 31, 2021, five-year horizon1

Fund name

Percentile ranking2

5-yr
returns1

 Managed solutions

 

 

Focus Moderate

21

3.88%

 Income funds

 

 

Core Plus Bond (Wellington Square)

4

1.37%

Global Fixed Income (PIMCO)

5

2.14%

 Diversified funds

 

 

SRI Balanced (Inhance)

2

6.76%

Global Diversified (Loomis Sayles)

2

10.85%

 Canadian hybrid funds

 

 

Fidelity Canadian Opportunities Hybrid 75/25

1

10.20%

Fidelity True North® Hybrid 75/25

16

7.24%

 Global hybrid funds

 

 

Global Dividend (Dynamic) Hybrid 75/25

1

10.99%

Thematic Innovation Hybrid 75/25

15

8.55%

 Canadian equity funds

 

 

   Fidelity Canadian Opportunities

1

12.98%

   Fidelity True North®

6

8.98%

   Canadian Equity Growth

17

8.55%

   Canadian Equity Index

23

7.95%

   Strategic Equity Income

25

7.41%

 U.S. and international equity funds

 

 

Global Dividend (Dynamic)

13

14.29%

Thematic Innovation

17

16.57%3

 Specialty funds

 

 

U.S. DAQ Index

2

23.12%

Asian Pacific (Dynamic)

7

12.40%

 

1 Net returns: Fund returns, annualized compound, and net of the management expense ratio (MER), for the period ending on the date indicated. Past returns are not indicative of future returns.

2 The percentile ranking is obtained from a third-party segregated fund universe provider where net returns are grossed up to adequately compare iA segregated funds to industry segregated, and mutual funds.

3   Simulation of past returns as if the fund or series had been in effect for these periods.

 

We are proud to be able to offer our clients and advisors year after year, high-performing funds across all asset classes, meeting a wide range of investment needs and solidifying our position as the leader in net segregated fund sales since 2016.

Topics: Investments, Portfolio Managers

Written by iA