|
Fund Background |
| Category | U.S. Equity |
| Fund Family |
Investors Group |
| Total Assets in $millions
(2004-06-30)
|
334.700
|
| Year to Date Return |
7.7490%
|
| NAVPS (2004-08-10) |
$ 16.8650
|
| Daily Change |
$ +0.1700
|
| 52 week high |
$ 18.3050
|
| 52 week low |
$ 15.8440
|
|
Objective |
| Achieve long term capital appreciation by investing primarily in American corporations that have market capitalization of $5 billion (U.S.) or less. |
|
Strategy |
| The Fund seeks companies that pass strict growth, profitability and valuation criteria. The Fund may use swaps and derivatives like options, futures contracts and forward contracts to protect against losses caused by changes in the prices of securities, stock markets, interest rates, currency exchange rates and other risks, to effectively increase or decrease the maturity of bonds and other fixed income securities, if any, in its portfolio. |
| Fund Operations |
| Inception: | 15-July-1996 |
| Management Company: | I.G. Investment Management, Ltd. |
| Managing Company since: | |
| Lead Manager: |
Terry Wong |
| Manager Since: | 1-June-1998 |
| Manager Tenure: |
6 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| INV*UOP.TO |
2.8920 |
16.0420 |
-0.6090 |
3.6270 |
|
| 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 |
2.00% |
| Load or No Load |
Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
2.50% |
| Max Back End Load |
3.00% |
|
|
