Investors European Mid-Cap Equity A

 (MUTF_CA:IGI343)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.88%  
1 week   +0.18%
   
4 week
   
-2.04%  
3 month   +7.99%
   
YTD   +13.25%
   
1 year   +12.96%
   
3 years*   +11.35%
   
5 years*   +17.06%
   
*annualized
Best 3 month return+24.54%  
Worst 3 month return-35.91%  

Morningstar statistics

Morningstar category: European Equity
  Return Risk Rating
3 years High Above Average
5 years High Average
10 years Above Average High
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.08B 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.95%  
Fund familyInvestors Group Inc 

Asset allocation

Cash7.37%  
Stocks91.61%  
Bonds0.00%  
Preferred0.83%  
Other0.19%  

Purchase information

InitialCA$50  
AdditionalCA$50  
IRA InitialCA$50  
AIP InitialCA$50  
AIP AdditionalCA$50  
36.63-0.16(-0.43%)
Jun 21, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment objective of the Fund is to generate long-term growth through investing predominantly in mid-size European companies (defined as between US$1-5 billion in market capitalization at the time of initial investment). On a smaller scale, the Fund will also seek small capitalization European companies (defined as companies between US$100 million - $1 billion in market capitalization).
Fund filings (PDF) »
Asset managers:
Martin Fahey (Started: Jun 13, 2000)
Peter Christian (Started: Jan 1, 2014)
Advisor Company:
I.G. Investment Management, Ltd
Fund family reports on Morningstar »
One Canada Centre, 447 Portage Avenue
204 943 0518 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.79 3.81 2.15 -0.16
Beta* 1.17 0.97 0.91 1.02
Mean annual return 1.07 1.03 1.47 0.40
R-squared* 86.75 83.54 81.29 83.93
Standard deviation 14.95 13.91 12.03 17.12
Sharpe ratio 0.82 0.84 1.41 0.21
* Against standard index

Top 10 holdings

Security Net Assets  
Actelion Ltd (ALIOF) 2.92%  
DCC PLC (DCCPF) 2.91%  
Fresenius SE & Co KGaA (FSNUF) 2.85%  
Baloise Holding AG (BLHEF) 2.80%  
Diploma PLC (DPMAF) 2.61%  
Syngenta AG (SYENF) 2.41%  
ING Groep NV (INGVF) 2.18%  
NN Group NV (NNGPF) 1.98%  
Akzo Nobel NV (AKZOF) 1.93%  
UDG Healthcare PLC (UDHCF) 1.89%