IG Wealth Management Wins Four 2025 LSEG Lipper Fund Awards for Outstanding Performance

Executive Summary

• IG Wealth Management announced that four of its mutual fund series received the 2025 LSEG Lipper Fund Awards for superior risk‑adjusted performance in their respective categories.
• The awarded funds are: IG Mackenzie Canadian Corporate Bond (10‑yr Fixed Income), IG Core Portfolio – Income (10‑yr Short‑Term Fixed Income), IG Beutel Goodman Canadian Small Cap (5‑yr Small/Mid‑Cap Equity), and IG Mackenzie Global Resource (10‑yr Natural Resources Equity).
• Performance metrics for each fund over the most recent reporting period (ended September 30, 2025) were disclosed, highlighting strong returns relative to peers.

Key Details

• Award Categories & Funds
• Ten‑year Canadian Corporate Fixed Income – IG Mackenzie Canadian Corporate Bond Fund – Series F
• Ten‑year Canadian Short‑Term Fixed Income – IG Core Portfolio – Income – Series F
• Five‑year Canadian Small/Mid‑Cap Equity – IG Beutel Goodman Canadian Small Cap Fund – Series F

• Ten‑year Natural Resources Equity – IG Mackenzie Global Resource Fund – Series F

• Performance Snapshots (Period ended Sep 30, 2025)

• IG Mackenzie Canadian Corporate Bond – Series F: 1‑yr 5.60%; 3‑yr 7.50%; 5‑yr 2.60%; 10‑yr 3.46%; since inception 3.60% (July 2013).
• IG Core Portfolio – Income – Series F: 1‑yr 4.06%; 3‑yr 4.79%; 5‑yr 2.34%; 10‑yr 2.69%; since inception 2.79%.
• IG Beutel Goodman Canadian Small Cap – Series F: 1‑yr 26.07%; 3‑yr 23.94%; 5‑yr 19.64%; 10‑yr 12.15%; since inception 11.34%.

• IG Mackenzie Global Resource – Series F: 1‑yr 31.48%; 3‑yr 20.88%; 5‑yr 27.13%; 10‑yr 13.77%; since inception 6.43%.

• Competitive Context

• Corporate Fixed Income award: 1 of 15 funds evaluated.
• Short‑Term Fixed Income award: 1 of 25 funds evaluated.
• Small/Mid‑Cap Equity award: 1 of 31 funds evaluated.

• Natural Resources Equity award: 1 of 19 funds evaluated.

• Management Comment – Damon Murchison, President & CEO, stated the awards reflect “outstanding performance” and praised the investment team and sub‑advisory partners for delivering innovative solutions that enhance client financial well‑being.

Notable Quotes

“We're incredibly proud that four of our investment solutions have been recognized for their outstanding performance by the LSEG Lipper Fund Awards,” – Damon Murchison, President & CEO, IG Wealth Management.