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Mutual Funds
The breadth and depth of the Investors Group mutual fund line ensures that clients have the right mix of fixed income, balanced, domestic equity and international equity mutual funds to help them achieve their financial goals.
- A wide array of funds, including equity, balanced, fixed income and money market funds
- Equity investment style diversity, including growth and value
- Global diversity, with representation in North America, Europe, Asia and Latin America
- Special features linked to underlying Investors Group funds - including Portfolio Funds, and Segregated Funds.
| Money Market |
| Investors Canadian Money Market Fund |
A |
| Investors Managed Yield Class |
A | B |
| Investors Premium Money Market Fund |
A |
| Investors U.S. Money Market Fund |
A |
| Fixed Income / Fixed Income Specialty |
| Investors Canadian Bond Fund |
A |
| Investors Canadian High Yield Income Fund |
A |
| Investors Capital Yield Class |
A | B | T NL | T DSC |
| Investors Global Bond Fund |
A |
| Investors Government Bond Fund |
A |
| Investors Mortgage and Short Term Income Fund |
A |
| Investors Real Return Bond Fund |
A |
| Investors Short Term Capital Yield Class |
A | B | T NL | T DSC |
| Real Estate |
| Investors Real Property Fund |
A | C |
| Balanced |
| Investors Canadian Balanced Fund |
A | B | C |
| Investors Mutual of Canada Fund |
A | B | C |
| Investors Tactical Asset Allocation Fund |
A | B | C |
| Dividend |
| Investors Canadian Dividend Growth Fund |
A | B | C |
| Investors Dividend Fund |
A | B | C |
| Investors European Dividend Growth Fund |
A | B | C |
| Investors Global Dividend Fund |
A | B | C |
| Investors U.S. Dividend Growth Fund |
A | B | C |
| Canadian Equity |
| Investors Canadian Equity Fund |
A | B | C |
| Investors Canadian Equity Class |
A | B |
| Investors Canadian Growth Fund |
A | B | C |
| Investors Canadian Growth Class |
A | B |
| Investors Canadian Large Cap Value Fund |
A | B | C |
| Investors Canadian Large Cap Value Class |
A | B |
| Investors Canadian Small Cap Fund |
A | B | C |
| Investors Canadian Small Cap Class |
A | B |
| Investors Canadian Small Cap Growth Fund |
A | B | C |
| Investors Canadian Small Cap Growth Class |
A | B |
| Investors Quebec Enterprise Fund |
A | B | C |
| Investors Quebec Enterprise Class |
A | B |
| Income Trust |
| Investors Income Trust Fund |
A | B | C |
| U.S. Equity |
| Investors U.S. Large Cap Growth Fund |
A | B | C |
| Investors U.S. Large Cap Growth Class |
A | B |
| Investors U.S. Large Cap Value Fund |
A | B | C |
| Investors U.S. Large Cap Value Class |
A | B |
| Investors U.S. Opportunities Fund |
A | B | C |
| Investors U.S. Opportunities Class |
A | B |
| Investors U.S. Small Cap Class |
A | B |
| Global / International Equity |
| Investors European Equity Fund |
A | B | C |
| Investors European Equity Class |
A | B |
| Investors European Mid Cap Equity Fund |
A | B | C |
| Investors European Mid Cap Equity Class |
A | B |
| Investors Global Fund |
A | B | C |
| Investors Global Class |
A | B |
| Investors Greater China Fund |
A | B | C |
| Investors Greater China Class |
A | B |
| Investors International Equity Fund |
A | B | C |
| Investors International Equity Class |
A | B |
| Investors International Small Cap Class |
A | B |
| Investors Japanese Equity Fund |
A | B | C |
| Investors Japanese Equity Class |
A | B |
| Investors North American Equity Fund |
A | B | C |
| Investors North American Equity Class |
A | B |
| Investors Pacific International Fund |
A | B | C |
| Investors Pacific International Class |
A | B |
| Investors Pan Asian Growth Fund |
A | B | C |
| Investors Pan Asian Growth Class |
A | B |
| Specialty |
| Investors Canadian Natural Resource Fund |
A | B | C |
| Global Sector |
| Investors Global Consumer Companies Class |
A | B |
| Investors Global Financial Services Fund |
A | B | C |
| Investors Global Financial Services Class |
A | B |
| Investors Global Health Care Class |
A | B |
| Investors Global Infrastructure Class |
A | B |
| Investors Global Natural Resources Class |
A | B |
| Investors Global Science & Technology Fund |
A | B | C |
| Investors Global Science & Technology Class |
A | B |
| Summa Fund Family |
| Investors Summa SRI FundTM |
A | B | C |
| Investors Summa SRI ClassTM |
A | B |
| Investors Summa Global SRI FundTM |
A | B | C |
| Investors Summa Global SRI ClassTM |
A | B |
| Investors Summa Global Environmental Leaders FundTM |
A | B | C |
| Investors Summa Global Environmental Leaders ClassTM |
A | B |
Investors Group Partner Funds
AGF Investments Inc.
Canadian-owned AGF offers a wide range of award-winning funds and retirement solutions. It has earned a reputation as one of Canada's pre-eminent asset managers, a reputation earned by their disciplined approach to growth fund management.
| IG AGF Canadian Balanced Fund |
A | B | C |
| IG AGF Canadian Diversified Growth Fund |
A | B | C |
| IG AGF Canadian Diversified Growth Class |
A | B |
| IG AGF Canadian Growth Fund |
A | B | C |
| IG AGF Canadian Growth Class |
A | B |
| IG AGF Global Equity Fund |
A | B | C |
| IG AGF Global Equity Class |
A | B |
| IG AGF US Growth Fund |
A | B | C |
| IG AGF US Growth Class |
A | B |
Bissett Investment Management
Bissett Investment Management is one of Canada's premier Canadian Equity managers. Western Canadian, based in Calgary, Alberta Bissett provides Investors Group clients with a proven, complementary brand name investment manager. Their style and strong track record has helped Bissett become a strong player in both the institutional and retail market.
| IG Bissett Canadian Equity Fund |
A | B | C |
| IG Bissett Canadian Equity Class |
A | B |
Beutel Goodman & Company Limited
Established in 1967, Beutel Goodman and Company Limited is Canada's third largest independent money manager, specializing in institutional and private client markets.
Beutel Goodman's investment style is strongly value-oriented. The company is dedicated to delivering superior long-term investment results by consistently applying a value philosophy supported by strong in-house research capabilities.
This approach provides solid performance in all markets and is particularly valuable in falling markets as the undervalued securities provide important downside protection.
| IG Beutel Goodman Canadian Balanced Fund |
A | B | C |
| IG Beutel Goodman Canadian Equity Fund |
A | B | C |
| IG Beutel Goodman Canadian Equity Class |
A | B |
| IG Beutel Goodman Canadian Small Cap Fund |
C |
Camlin Asset Management
Camlin is a Vancouver-based specialty portfolio management firm that focuses on the North American equity markets. It utilizes unique and highly disciplined investment approaches that strive to achieve positive returns independent of the market.
| Investors Mergers & Acquisitions Fund |
A | B | C |
| Investors Mergers & Acquisitions Class |
A | B |
Fidelity Investments
Research is the cornerstone of Fidelity's global investment management process and integral to the company's fundamental 'bottom up' approach to investing.
The company has created one of the industry's largest investment research operations, with offices around the globe and a team of over 520 portfolio managers, analysts and traders who search the world to identify compelling investment opportunities, company by company.
| IG FI Canadian Allocation Fund |
A | B |
C |
| IG FI Canadian Equity Fund |
A | B | C |
| IG FI Canadian Equity Class |
A | B |
Franklin Templeton Investments
Templeton Management Limited (TML), located in Toronto, is a wholly owned subsidiary of Templeton Worldwide, Inc. (TWI). TWI is a wholly owned subsidiary of Franklin Resources, Inc., a publicly held company listed on the New York Stock Exchange.
| IG Templeton International Equity Fund |
A | B | C |
| IG Templeton International Equity Class |
A | B |
Goldman Sachs Asset Management
Goldman, Sachs & Co., founded in 1869, is a premier financial services firm known globally for its institutional and private client expertise. In serving every client, their goal is to deliver strong, consistent investment results through innovative, value-added investment products and outstanding client service.
| IG Goldman Sachs U.S. Equity Fund |
A | B | C |
| IG Goldman Sachs U.S. Equity Class |
A | B |
JPMorgan Asset Management (Canada) Inc.
JPMorgan Asset Management (Canada) Inc., is the investment manager arm for the integrated financial services firm J.P. Morgan Chase & Company listed on the NYSE. As a premier global wealth manager, JPMorgan has a strong heritage in managing money for affluent investors.
| IG Mackenzie Universal Emerging Markets Class |
A | B |
LaSalle Investment Management (Securities)
As one of the world’s leading real estate investment managers, LaSalle Investment Management, with its 30 years of experience, manages approximately $50 billion of public and private equity real estate investments. Unlike many investment management firms, LaSalle invests only in real estate and therefore has a unique focus and depth of expertise in the sector.
The firm’s dedicated securities group, LaSalle Investment Management (Securities), manages assets for more than 60 clients around the world, investing in real estate securities listed in North America, Europe and Asia Pacific. The LaSalle range of funds, including the Global Real Estate Securities Program, International Real Estate Securities Program, European Real Estate Securities Program and Asia Real Estate Securities Program, allows investors to diversify their listed property holdings by geography and investment style, offering a tax efficient, liquid alternative to direct investment in commercial real estate markets across the globe. The emphasis of the programs is on investment in property related securities of entities which generate rental income. Investment will be in transferable securities which are primarily Real Estate Investment Trusts (REITs) or real estate operating companies (REOCs).
| Investors Global Real Estate Fund |
A | B | C |
Mackenzie Financial Corporation
As one of Canada's largest investment management and financial services organizations, Mackenzie's money management style is dictated by their own innovation and the breadth of their product offerings. Mackenzie's approach has been to group their funds based on management styles and asset groups. Mackenzie's fund families include Universal, Ivy, Cundill and Maxxum.
| IG Mackenzie Cundill Global Value Fund |
A | B | C |
| IG Mackenzie Cundill Global Value Class |
A | B |
| IG Mackenzie Ivy Foreign Equity Class |
A | B |
| IG Mackenzie Income Fund |
C |
| IG Mackenzie Ivy European Fund |
A | B | C |
| IG Mackenzie Ivy European Class |
A | B |
| IG Mackenzie Global Precious Metals Class |
A | B |
| IG Mackenzie Maxxum Canadian Equity Growth Fund |
A | B | C |
| IG Mackenzie Maxxum Canadian Equity Growth Class |
A | B |
| IG Mackenzie Maxxum Dividend Growth Fund |
A | B | C |
| IG Mackenzie Universal Global Growth Class |
A | B |
Putnam Advisory Company, LL
In 1937 George Putnam founded Putnam Investments with The George Putnam Fund of Boston, one of the nation's first balanced funds, offering both stocks and bonds in a single portfolio. Today, Putnam is a global money management leader and one of the largest investment management companies in America. And just as in 1937, the principles of balance, integrity, and prudence remain at the heart of Putnam today.
Putnam Investments employs over 2,500 employees and nearly 200 investment professionals. Headquartered in Boston, Putnam Investments has regional offices in London, Frankfurt, Copenhagen, Amsterdam, Rome, Singapore, Sydney, and Tokyo. We have 71 mutual funds for individuals, plus IRA, retirement, and college savings products along with over 50 institutional strategies, including traditional long-only equity, fixed income, absolute return, and private equity.
| Investors Group Putnam US High Yield Income Fund |
C |
Waddell & Reed
Waddell & Reed Investment Management Company is one of North America's oldest and most successful financial services organizations, with over sixty-five years experience in negotiating investment markets, and is widely acknowledged for delivering superior long-term returns. The firm's founders - Chauncey Waddell and Cameron Reed - entered the mutual fund industry in 1937 in Kansas City with the introduction of the widely regarded Waddell & Reed Advisors Funds.
| Mackenzie Universal U.S. Growth Leaders Class |
A | B |
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