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IG Investment Management, Ltd.
Philip Petursson · Asset Manager · Multi-Strategy
I.G. Investment Management, Ltd. (IGIM) is the investment management arm of IG Wealth Management, a prominent Canadian financial services firm founded in 1926. Based in Winnipeg, Manitoba, IGIM operates as a subsidiary of IGM Financial Inc. and is part of the Power Corporation of Canada group. The firm serves as the portfolio manager for a comprehensive suite of mutual funds and managed solutions, including the iProfile and IG Wealth Portfolios. IGIM’s core focus is providing professional investment advisory services and oversight for diverse asset classes, utilizing both in-house portfolio managers and a global network of specialized sub-advisors. Its history is deeply rooted in the evolution of the Canadian mutual fund industry, transitioning from the original Investors Group into a holistic wealth management leader. The institution is dedicated to helping clients achieve long-term financial security through active asset management, risk-adjusted performance, and integrated financial planning.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.5% |
| YTD return | +12.7% |
| Sharpe ratio | 2.81 |
| Win rate | 81% |
| AUM | $10.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $10.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ig.ca |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.1% | +18.0% |
| AAPL | Apple Inc | 15.2% | +27.6% |
| GOOGL | Alphabet Inc Class A | 10.3% | +38.9% |
| MSFT | Microsoft Corporation | 8.8% | -2.4% |
| AMZN | Amazon.com Inc | 6.4% | +14.0% |
| AVGO | Broadcom Inc | 6.1% | +5.1% |
| META | Meta Platforms Inc. | 4.4% | -4.2% |
| TSM | Taiwan Semiconductor Manufacturing | 4.2% | +45.6% |
| AEM | Agnico Eagle Mines Limited | 3.9% | +17.8% |
| LLY | Eli Lilly and Company | 3.0% | +38.6% |
| V | Visa Inc. Class A | 2.5% | +6.3% |
| ASML | ASML Holding NV ADR | 2.5% | +1.2% |
| ABBV | AbbVie Inc | 2.5% | +9.2% |
| WCN | Waste Connections Inc | 2.3% | -10.2% |
| MA | Mastercard Inc | 2.2% | +0.2% |
| JPM | JPMorgan Chase & Co | 2.2% | +13.5% |
| PM | Philip Morris International Inc | 1.9% | +17.3% |
| XOM | Exxon Mobil Corp | 1.9% | +18.7% |
| JNJ | Johnson & Johnson | 1.8% | +2.8% |
| SHEL | Shell PLC ADR | 1.8% | +8.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | SELL | ASML | 2.5% → 2.5% |
| Jul 20, 2026 | SELL | CSCO | 1.7% → 0.0% |
| Jul 20, 2026 | BUY | LLY | 3.1% → 3.0% |
| Jul 20, 2026 | BUY | V | 2.4% → 2.5% |
| Jul 20, 2026 | BUY | PM | 1.7% → 1.9% |
Investment Style Analysis
IG Investment Management, Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $10.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, IG Investment Management, Ltd. made a significant move by reducing the position in ASML. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of I.G. Investment Management, Ltd. is centered on active management and broad global diversification to achieve superior risk-adjusted returns over the long term. The firm believes that a disciplined, evidence-based approach to asset allocation is the primary driver of portfolio performance. By combining internal investment expertise with the specialized talents of institutional-quality sub-advisors from around the world, IGIM aims to provide clients with access to unique opportunities typically reserved for large institutional investors. Sustainability and responsible investing are key pillars of the strategy, with ESG factors systematically integrated into the investment process and active ownership exercised through engagement and proxy voting to enhance long-term outcomes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with IG Investment Management, Ltd..
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Frequently asked questions
How is the simulated portfolio for IG Investment Management, Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is IG Investment Management, Ltd.'s largest holding?
As of the latest filing, IG Investment Management, Ltd.'s top position is NVIDIA Corporation (NVDA), representing 16.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is IG Investment Management, Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +17.5% with a win rate of 81%. Notably, the portfolio maintains a Sharpe Ratio of 2.81, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does IG Investment Management, Ltd. primarily invest in?
IG Investment Management, Ltd. has a strong preference for the Semiconductors sector, which makes up 26.4% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is IG Investment Management, Ltd.'s portfolio concentrated or diversified?
IG Investment Management, Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has IG Investment Management, Ltd. performed in 2026?
Our AI-simulated model portfolio for IG Investment Management, Ltd. tracks a Year-to-Date (YTD) return of +12.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Philip Petursson manage IG Investment Management, Ltd. directly?
Yes, Philip Petursson serves as the key portfolio manager for IG Investment Management, Ltd., overseeing the investment strategy and final capital allocation decisions.