|
Fund Background |
| Category | Specialty/Miscellaneous |
| Fund Family |
Investors Group |
| Total Assets in $millions
(2004-06-30)
|
268.300
|
| Year to Date Return |
7.2640%
|
| NAVPS (2004-08-10) |
$ 13.6920
|
| Daily Change |
$ +0.1350
|
| 52 week high |
$ 15.4730
|
| 52 week low |
$ 12.0130
|
|
Objective |
| The objective of this fund is for generate long-term growth through investment in targeted segments of industries which are poised for growth through mergers and acquisitions. |
|
Strategy |
| The Fund will focus its investing on a small number of major market sectors where it is felt like a segment of that sector is poised to grow due to situations like recent deregulation and the potential for consolidation through mergers and acquisitions. The manager will focus primarily on the US small bank sector. The Fund invests primarily in small-companies which have market capitalizations between US $1 billion and US $2 billion. |
| Fund Operations |
| Inception: | 23-May-2000 |
| Management Company: | I.G. Investment Management, Ltd. |
| Managing Company since: | |
| Lead Manager: |
John Campbell |
| Manager Since: | 13-June-2000 |
| Manager Tenure: |
4 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| INV*MAF.TO |
-1.1230 |
34.4930 |
7.8500 |
|
|
| Chart |
![](alt="[one-year)
big chart [] |
| Investment Information |
| New Investment |
Open |
| Currency | CAD |
| Min Initial Investment |
$ 1000.00
|
| Min Subsequent Investment |
$ 50.00 |
| RRSP Eligible |
Foreign |
| RESP Eligible |
Yes |
| Min Initial Investment (RRSP) |
$ 500.00
|
| Min Subsequent Investment (RRSP) |
$ 50.00
|
| Availability | AB,BC,MB,NB,NF,
NU,NS,NT,ON,PE,
PQ,SK,YT |
| Fees & Expenses |
| Management Fee |
2.40% |
| Load or No Load |
Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
2.50% |
| Max Back End Load |
3.00% |
|
|
