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IG Investment Management Ltd – MUTUAL:IGI248 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
29.92 CAD-0.19 (-0.64%)24.89 - 30.68--

Market data as of 12:00AM 08/23/16. Quotes are delayed by at least 15 min.

Overview - MUTUAL:IGI248

The Class aims to provide long-term capital growth by investing primarily in the common shares of corporations in emerging markets throughout the world.

Growth of $10,000 (10 Years)

Total Return7.56%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$50.00
Management Tenure2 Years
Fund Inception10/24/2002

Trailing Total Returns - MUTUAL:IGI248

as of 04/30/2016
TimeframeMUTUAL:IGI248S&P 500Emerging Markets Equity
1 Month-1.76%3.69%5.37%
3 Month0.49%5.82%10.20%
1 Year-10.16%5.61%-0.06%
3 Year0.07%11.16%5.95%
5 Year-0.37%13.38%1.52%
10 Year2.23%7.75%3.37%
Since Inception7.56%10.51%--

Sector Allocation - MUTUAL:IGI248

as of 04/30/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - MUTUAL:IGI248

as of 04/30/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$281.48M
Total Stock Holdings71
Total Bond Holdings0

Top Ten Holdings - MUTUAL:IGI248

as of 04/30/2016
CompanyYTD Return% of Assets
AIA Group Ltd--3.79%
Housing Development Finance Corp Ltd--3.72%
SABMiller PLC--3.18%
Tencent Holdings Ltd--3.16%
Samsung Electronics Co Ltd--3.01%
Jardine Matheson Holdings Ltd--2.53%
Tata Consultancy Services Ltd--2.51%

Valuation & Growth - MUTUAL:IGI248

as of 04/30/2016
ValuationMUTUAL:IGI248Category Range
Price/Cash Flow10.41
Dividend Yield3.31
LT Earnings10.56
Historical Earnings14.39
Sales Growth1.99
Cash-Flow Growth-1.29
Book-Value Growth10.74
Key:  Lo 

Morningstar Summary - MUTUAL:IGI248, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskAbove Avg
Key:  Lo 

Tax Analysis - MUTUAL:IGI248, 3 Year Avg

Pretax Return0.07%
Tax-adjusted Return0.07%
Tax Cost Ratio0.00%
Potential Cap Gains--

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