IG Wealth Administration Introduces Discretionary Fashions to iProfile Personal Portfolio Program


  • Shoppers profit from entry to institutional wealth administration and diversification alternatives
  • IG additionally declares the launch of recent personal swimming pools and commitments to non-public credit score funds

WINNIPEG, MB, March 15, 2021 / CNW / – IG Wealth Administration right this moment introduced the introduction of discretionary mannequin portfolios in its iProfile personal portfolios. These new choices will likely be supported by the corresponding launch of six new personal swimming pools, along with the commitments of personal credit score mandates managed by Northleaf Capital Companions, Sagard Credit score Companions and PIMCO within the iProfile Mounted Earnings personal portfolio.

“These newest additions reveal our continued dedication to creating iProfile personal portfolios a super funding choice for top web value shoppers,” stated Jon kilfoyle, Senior Vice-President, IG Investments. “Extra broadly, right this moment’s announcement reinforces our dedication to offering shoppers with professionally managed portfolios, entry to main world sub-advisors and distinctive funding alternatives.”

IProfile personal portfolios are preferrred managed options for top web value traders and supply people the identical institutional wealth administration and diversification alternatives as giant swimming pools of capital, equivalent to pension funds. They’re designed to make sure diversification between totally different asset courses and totally different administration kinds and are appropriate for various traders relying on their particular person funding goal, danger tolerance and time horizon.

1. New discretionary mannequin portfolios for current shoppers
IG’s new discretionary mannequin portfolios, initially accessible to current iProfile Personal Portfolio shoppers beginning right this moment, supply a spread of professionally managed and monitored investments. The holdings will likely be rebalanced as set out in an funding coverage assertion particular to the funding aims of every consumer. Shoppers will enter the Discretionary Mannequin Portfolios via a managed account settlement.

The Discretionary Mannequin Portfolios will combine current iProfile Personal Swimming pools and new exposures to lively allocation, options, passive ETFs, low volatility and personal belongings, as mentioned within the following two sections.

2. Six new personal swimming pools added to iProfile personal portfolios
The next six new iProfile personal swimming pools will draw on the experience and expertise of the world’s main asset managers:

Three iProfile lively allocation personal swimming pools
Sub-advised by BlackRock Asset Administration Canada Restricted, these three personal swimming pools will primarily use ETFs as a part of an lively allocation method with no geographic restrictions. They’re designed to supply traders with long-term capital appreciation via fairness and / or mounted earnings securities, with exposures various relying on the outlook of every particular person pool for every asset class.

IProfile Alternate options personal pool
This personal pool will put money into liquid different methods, allocating its investments to a lot of mandates, together with presently:

  • JP Morgan – IG American Lengthy Quick Fairness Fund
  • Mackenzie World Macroeconomic Fund
  • Wellington – IG World Fairness Hedge Fund

IProfile ETF personal mandate
Sub-advised by Mackenzie Investments, the iProfile ETF Personal Pool goals to allocate its investments throughout a lot of predominantly developed market ETFs, together with:

  • Mackenzie Canadian Fairness Index ETF (Image: QCN)
  • Mackenzie Worldwide Fairness Index ETF (Image: QDX)
  • Mackenzie US Giant Cap Fairness Index ETF (Image: QUU)

Low volatility iProfile personal pool
The 4 individually managed low volatility mandates inside this personal portfolio will search to supply publicity to much less unstable shares over a full market cycle than their broad geographic inventory markets, which embrace the US, worldwide, Canadian and rising markets.

3. Investments in personal credit score funds added to the present personal portfolio of iProfile mounted earnings securities
The personal lending mandate of the iProfile Mounted Earnings Personal Pool is designed to supply shoppers with diversified publicity to non-public credit score placements in personal firms world wide. IG Wealth Administration has made commitments that may leverage the distinctive funding capabilities of Northleaf Capital Companions, Sagard Credit score Companions and PIMCO via the next personal credit score funds:

  • Northleaf Senior Personal Credit score (NSPC)
  • Northleaf II Personal Credit score (NPC II) &
  • Sagard Credit score Companions II (SCP II)
  • PIMCO III Enterprise Alternatives Fund

About IG Wealth Administration
Based in 1926, IG Wealth Administration is a nationwide chief in offering customized monetary options to Canadians via a community of consultants situated Canada. Along with an unique household of mutual funds and different funding autos, IG affords a variety of different monetary providers. IG Wealth Administration has extra 105 billion {dollars} of belongings underneath administration from February 28, 2021 and is a member of the IGM Monetary Inc. (TSX: IGM) group of firms. IGM Monetary is among the From Canada main diversified wealth and asset administration firms with roughly $ 243 billion of whole belongings underneath administration at February 28, 2021.

Commissions, charges and bills could also be related to investing in mutual funds and utilizing the iProfile managed asset program. Learn the prospectus and communicate to an IG advisor earlier than investing. Mutual funds aren’t assured, values ​​change steadily and previous efficiency might not be repeated. The suggestions apply solely to IG Wealth Administration mutual funds. Asset allocation service, iProfile is a managed asset program for shoppers with a minimal of $ 250,000 invested within the iProfile program.

SOURCE IG Wealth Administration

For additional data: Media contact: Rebecca Ellison, IGM Monetary, 647-983-4963, [email protected]

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