Toronto - Delayed Quote CAD

iA Global Opportunities (Loomis Sayles) Hybrid 75/25 SRP 75/75 Prestige (0P0001761Z.TO)

16.42 +0.12 (+0.71%)
At close: November 18 at 3:00 PM EST

Performance Overview

Morningstar Return Rating 1
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return 5.98%
Worst 1Y Total Return -9.90%
Best 3Y Total Return 5.98%
Worst 3Y Total Return -4.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001761Z.TO
Category
YTD
14.70%
3.59%
1-Month
5.96%
1.07%
3-Month
5.37%
3.59%
1-Year
17.13%
11.18%
3-Year
2.48%
6.56%
5-Year
0.00%
8.97%
10-Year
0.00%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001761Z.TO
Category
2021
--
--
2020
-4.02%
--
2019
1.82%
--
2018
-9.90%
--
2017
5.98%
--
2016
2.21%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 0.17% 5.76% -- --
2020 -16.39% 6.98% 3.49% 3.68%
2019 4.95% -3.64% -5.51% 6.55%
2018 0.78% 0.18% -4.90% -6.17%
2017 4.04% 1.54% -4.36% 4.90%
2016 -7.06% 0.84% 6.61% 2.30%

Rank in Category (By Total Return)

YTD 68
1-Month 2
3-Month 12
1-Year 88
3-Year 99
5-Year 99

Load Adjusted Returns

1-Year 13.67%
3-Year -2.60%
5-Year 1.52%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family Industrial Alliance Insurance and Fin
Net Assets 2.85M
YTD Return 14.70%
Yield 0.00%
Morningstar Rating
Inception Date Dec 07, 2015

Fund Summary

This Fund aims to achieve capital growth and interest income by investing in a combination of equity and bond funds.

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