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Industrial Alliance Mutual Funds Inc.
Alain Bergeron · Mutual Fund · Multi-Strategy
Industrial Alliance Mutual Funds Inc. is a Canadian investment management entity and a subsidiary of iA Financial Group, primarily focused on providing mutual fund solutions and wealth management services. The firm, which evolved through the acquisition of Co-operators Mutual Funds Ltd. in 2004, operates as part of the broader iA Wealth division, offering a wide array of equity, fixed-income, and balanced investment products. Headquartered in Quebec, the institution leverages the deep expertise and century-long history of its parent company to deliver institutional-grade investment strategies to retail and institutional clients across Canada. The firm is characterized by its disciplined investment approach and its commitment to long-term wealth preservation and growth. It works closely with iA Global Asset Management to manage its diverse portfolio of funds, emphasizing a collaborative and research-driven process to navigate global markets and provide competitive risk-adjusted returns for its investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.1% |
| YTD return | +8.5% |
| Sharpe ratio | 2.49 |
| Win rate | 64% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://ia.ca |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AEM | Agnico Eagle Mines Limited | 36.4% | +22.0% |
| WCN | Waste Connections Inc | 10.5% | -4.5% |
| AMZN | Amazon.com Inc | 7.7% | +17.3% |
| GOOGL | Alphabet Inc Class A | 7.0% | +39.9% |
| MSFT | Microsoft Corporation | 6.1% | -1.7% |
| MA | Mastercard Inc | 5.9% | +2.4% |
| V | Visa Inc. Class A | 5.7% | +9.1% |
| TMO | Thermo Fisher Scientific Inc | 3.7% | +16.6% |
| AVGO | Broadcom Inc | 3.6% | +7.3% |
| BEPC | Brookfield Renewable Corp | 3.2% | -11.2% |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SA ADR | 3.1% | 0.0% |
| META | Meta Platforms Inc. | 3.0% | -14.8% |
| LIN | Linde plc Ordinary Shares | 2.5% | +3.7% |
| UNH | UnitedHealth Group Incorporated | 1.8% | +15.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | WCN | 0.0% → 11.9% |
| Oct 1, 2025 | BUY | AMZN | 0.0% → 7.6% |
| Oct 1, 2025 | BUY | MSFT | 0.0% → 7.2% |
| Oct 1, 2025 | BUY | MA | 0.0% → 7.1% |
| Oct 1, 2025 | BUY | AEM | 0.0% → 31.4% |
Investment Style Analysis
Industrial Alliance Mutual Funds Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Gold and Credit Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Industrial Alliance Mutual Funds Inc. made a significant move by increasing exposure to WCN. 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 Industrial Alliance Mutual Funds Inc. is rooted in a disciplined, long-term approach designed to remove emotional biases from the decision-making process. The firm integrates fundamental analysis with both bottom-up and top-down perspectives to identify high-quality companies and leverage secular market trends. Its strategy emphasizes capital preservation and the optimization of risk-adjusted returns through a robust risk-management framework and active asset allocation. By focusing on resilient business models with strong fundamentals and maintaining a collaborative, team-based research environment, the institution aims to deliver consistent performance and meet the diverse financial objectives of its investors across various market cycles.
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 Industrial Alliance Mutual Funds Inc..
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Frequently asked questions
How is the simulated portfolio for Industrial Alliance Mutual Funds Inc. 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 Industrial Alliance Mutual Funds Inc.'s largest holding?
As of the latest filing, Industrial Alliance Mutual Funds Inc.'s top position is Agnico Eagle Mines Limited (AEM), representing 36.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Industrial Alliance Mutual Funds Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +11.1% with a win rate of 64%. Notably, the portfolio maintains a Sharpe Ratio of 2.49, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Industrial Alliance Mutual Funds Inc. primarily invest in?
Industrial Alliance Mutual Funds Inc. has a strong preference for the Gold sector, which makes up 36.4% of their disclosed assets. The portfolio also has exposure to Credit Services, indicating a specific thematic focus.
Is Industrial Alliance Mutual Funds Inc.'s portfolio concentrated or diversified?
Industrial Alliance Mutual Funds Inc. runs a highly concentrated portfolio with 14 disclosed positions. The top 3 holdings alone account for 54.6% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Industrial Alliance Mutual Funds Inc. performed in 2026?
Our AI-simulated model portfolio for Industrial Alliance Mutual Funds Inc. tracks a Year-to-Date (YTD) return of +8.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alain Bergeron manage Industrial Alliance Mutual Funds Inc. directly?
Yes, Alain Bergeron serves as the key portfolio manager for Industrial Alliance Mutual Funds Inc., overseeing the investment strategy and final capital allocation decisions.