www.agf.com
Open in
urlscan Pro
20.116.252.51
Public Scan
Submitted URL: http://www.agf.com/ca/en/products/fundamental/agsg.jsp
Effective URL: https://www.agf.com/ca/en/products/fundamental/agsg.jsp
Submission: On October 30 via manual from CA — Scanned from CA
Effective URL: https://www.agf.com/ca/en/products/fundamental/agsg.jsp
Submission: On October 30 via manual from CA — Scanned from CA
Form analysis 5 forms found in the DOM
<form>
<div class="grid-x corp-inner-menu">
<div class="large-2 cell corp-list-menu">
<legend>Line of Business</legend>
<div class="">
<fieldset>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="agf-investment" name="list-of-business" value="agf-investment"><label class="radio-label" for="agf-investment">AGF Investments</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="agf-private-capital" name="list-of-business" value="agf-private-capital"><label class="radio-label" for="agf-private-capital">AGF Capital Partners</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="agf-private-wealth" name="list-of-business" value="agf-private-wealth"><label class="radio-label" for="agf-private-wealth">AGF Private Wealth</label></div>
</fieldset>
</div>
<div class="leaving-disclaimer"></div>
<div class="corp-list-opacity"></div>
</div>
<div class="large-2 cell corp-list-menu">
<legend>Region</legend>
<div class="">
<fieldset>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="region-canada" name="list-of-region" value="canada"><label class="radio-label" for="region-canada">Canada</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="region-united-states" name="list-of-region" value="united-states"><label class="radio-label" for="region-united-states">United States</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="region-rest-of-world" name="list-of-region" value="rest-of-world"><label class="radio-label" for="region-rest-of-world">Rest of World</label></div>
</fieldset>
</div>
<div class="leaving-disclaimer"></div>
<div class="corp-list-opacity"></div>
</div>
<div class="large-2 cell corp-list-menu">
<legend>Investor Type</legend>
<div class="">
<fieldset>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="individual-investor" name="list-of-type" value="individual-investor"><label class="radio-label" for="individual-investor">Individual Investor</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="institutional-investor" name="list-of-type" value="institutional-investor"><label class="radio-label" for="institutional-investor">Institutional Investor</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="financial-advisor" name="list-of-type" value="financial-advisor"><label class="radio-label" for="financial-advisor">Financial Advisor</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="groups-admin" name="list-of-type" value="groups-admin"><label class="radio-label" for="groups-admin">Groups Admin</label></div>
</fieldset>
</div>
<div class="leaving-disclaimer"></div>
<div class="corp-list-opacity">
<div class="small-12 cell corp-list-menu">
<p><a class="visit-site button hollow hollow--dark" href="#" target="_self">Visit Site</a></p>
</div>
</div>
</div>
<div class="large-2 cell corp-list-menu">
<div class="small-12 cell">
<p><a class="button hollow hollow--dark" href="/corporate/index.jsp" target="_self">Visit Corporate Site</a></p>
</div>
</div>
</div>
</form><form>
<div class="grid-x corp-inner-menu">
<div class="large-2 cell corp-list-menu">
<legend>Line of Business</legend>
<div class="">
<fieldset>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="agf-investment" name="list-of-business" value="agf-investment"><label class="radio-label" for="agf-investment">AGF Investments</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="agf-private-capital" name="list-of-business" value="agf-private-capital"><label class="radio-label" for="agf-private-capital">AGF Capital Partners</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="agf-private-wealth" name="list-of-business" value="agf-private-wealth"><label class="radio-label" for="agf-private-wealth">AGF Private Wealth</label></div>
</fieldset>
</div>
<div class="leaving-disclaimer"></div>
<div class="corp-list-opacity"></div>
</div>
<div class="large-2 cell corp-list-menu">
<legend>Region</legend>
<div class="">
<fieldset>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="region-canada" name="list-of-region" value="canada"><label class="radio-label" for="region-canada">Canada</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="region-united-states" name="list-of-region" value="united-states"><label class="radio-label" for="region-united-states">United States</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="region-rest-of-world" name="list-of-region" value="rest-of-world"><label class="radio-label" for="region-rest-of-world">Rest of World</label></div>
</fieldset>
</div>
<div class="leaving-disclaimer"></div>
<div class="corp-list-opacity"></div>
</div>
<div class="large-2 cell corp-list-menu">
<legend>Investor Type</legend>
<div class="">
<fieldset>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="individual-investor" name="list-of-type" value="individual-investor"><label class="radio-label" for="individual-investor">Individual Investor</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="institutional-investor" name="list-of-type" value="institutional-investor"><label class="radio-label" for="institutional-investor">Institutional Investor</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="financial-advisor" name="list-of-type" value="financial-advisor"><label class="radio-label" for="financial-advisor">Financial Advisor</label></div>
<div class="corp-nav-radio-title" tabindex="-1"><input type="radio" id="groups-admin" name="list-of-type" value="groups-admin"><label class="radio-label" for="groups-admin">Groups Admin</label></div>
</fieldset>
</div>
<div class="leaving-disclaimer"></div>
<div class="corp-list-opacity">
<div class="small-12 cell corp-list-menu">
<p><a class="visit-site button hollow hollow--dark" href="#" target="_self">Visit Site</a></p>
</div>
</div>
</div>
<div class="large-2 cell cell">
<div class="small-12 cell">
<p><a class="button hollow hollow--dark" href="/corporate/index.jsp" target="_self">Visit Corporate Site</a></p>
</div>
</div>
</div>
</form>/ca/en/search/index.jsp
<form action="/ca/en/search/index.jsp">
<div class="grid-x grid-margin-x large-margin-collapse">
<div class="small-11 cell Searchbar__input SearchFunds" id="search-funds-component" data-listurl="/fileDispatcherWeb/process/deliverFileResult.action?requestId=SS_FUND_LIST&format=JSON&lang=ENG&audience=NPFS" data-urlsuffix=".json"
searchtype="searchbar">
<div class="Typeahead" role="combobox" aria-expanded="false" aria-haspopup="listbox" aria-labelledby="downshift-0-label"><input aria-autocomplete="list" aria-labelledby="downshift-0-label" autocomplete="off" id="find-searchbar"
placeholder="Search" name="query" type="text" class="search-input" data-placeholder="Enter keyword or fund" tabindex="-1" aria-label="Search" label="Search"><span class="Searchbar__error hidden">Field is required</span></div>
</div>
<div class="small-1 cell Searchbar__submit">
<button aria-label="Search" class="btn btn-primary Searchbar__submit" tabindex="-1" type="submit" value="query">
<i class="arrow">
<svg class="icon keyboard_arrow_right " preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Read Now</title>
<path d="M17.17 32.92l9.17-9.17-9.17-9.17L20 11.75l12 12-12 12z"></path>
</svg>
</i>
</button>
</div>
</div>
</form>/ca/en/products/index.jsp
<form action="/ca/en/products/index.jsp" class="FundFinderModule__form">
<div class="grid-x grid-margin-x">
<div class="small-12 cell Section__header">
<h3>Product Finder</h3>
</div>
<div class="small-12 large-6 cell Find Find--no_icon" id="productFinderSearch">
<div class="Typeahead" role="combobox" aria-expanded="false" aria-haspopup="listbox" aria-labelledby="downshift-1-label"><input aria-autocomplete="list" aria-labelledby="downshift-1-label" autocomplete="off" id="find-producfindersearch"
placeholder="Search by fund name or fund code (e.g. 201)" name="find" type="text" class="search-input" data-placeholder="Enter keyword or fund" tabindex="-1" aria-label="Search" label="Search"></div>
</div>
<div class="small-12 large-6 cell FundFinderModule__dd">
<input type="hidden" name="fund-finder-dd" value="null">
<div class="Dropdown Dropdown--theme-light Dropdown_size_large" data-id="fund-finder-dd" data-name="fund-finder-dd">
<div class="grid-x grid-margin-x small-margin-collapse">
<div class="auto cell">
<div class="button-group">
<a class="button dd" data-toggle="fund-finder-dd" aria-controls="fund-finder-dd" data-is-focus="false" data-yeti-box="fund-finder-dd" aria-haspopup="true" aria-expanded="false" id="9ou7jf-dd-anchor">All Funds</a>
<a class="dropdown button dd arrow-only" data-toggle="fund-finder-dd" aria-controls="fund-finder-dd" data-is-focus="false" data-yeti-box="fund-finder-dd" aria-haspopup="true" aria-expanded="false"><span class="show-for-sr">Show menu</span>
<i class="arrow">
<svg class="icon keyboard_arrow_down " preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Toggle Down</title>
<path d="M14.83 16.42L24 25.59l9.17-9.17L36 19.25l-12 12-12-12z"></path>
</svg>
</i>
</a>
<div class="dropdown-pane has-position-bottom has-alignment-left" data-alignment="left" data-auto-focus="true" data-close-on-click="true" data-dropdown="xvzdi9-dropdown" data-position="bottom" id="fund-finder-dd"
aria-labelledby="9ou7jf-dd-anchor" aria-hidden="true" data-yeti-box="fund-finder-dd" data-resize="fund-finder-dd" data-events="resize">
<ul>
<li><a data-url="/ca/en/products/index.jsp" href="#mktTypeAllFundInd">All Funds</a></li>
<li><a data-url="/ca/en/products/index.jsp" href="#mktTypeAltInd">Alternatives</a></li>
<li><a data-url="/ca/en/products/index.jsp" href="#mktTypeQuaInd">Quantitative</a></li>
<li><a data-url="/ca/en/products/index.jsp" href="#mktTypeMsInd">Managed Solutions</a></li>
<li><a data-url="/ca/en/products/index.jsp" href="#mktTypeXfInd">ETFs</a></li>
</ul>
</div>
</div>
</div>
<div class="cell Dropdown__submit" style="width:17%">
<input type="submit" value="submit">
<i class="arrow">
<svg class="icon arrow-right-searchbar-agf " preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>arrow-right</title>
<desc>arrow-right</desc>
<style>.st0{fill:#fff} .st1{fill:#ed5a36}</style><circle class="st0" cx="24" cy="24" r="24"></circle><path class="st1" d="M24 2C11.8 2 2 11.8 2 24s9.8 22 22 22 22-9.8 22-22S36.2 2 24 2zm7.6 26L19.5 40.1l-4-4L27.7 24 15.5 11.9l4-4L31.6 20l4 4-4 4z"></path>
</svg>
</i>
</div>
</div>
</div>
</div>
</div>
</form>Name: documents —
<form name="documents">
<div class="FundFinderTable__table_header FundFinderTable__table_header--orange FundFinderTable__table_header--fund">
<div class="FundFinderTable__table_header_cell FundFinderTable__table_header_cell--documents" style="display: none; transform: translateX(0px);">
<div class="FundFinderTable__table_header_wrap">
<h3>
<span>Select item(s) to download or email <span style="white-space: nowrap;">
<i class="question has-tip top" data-tooltip="true" data-click-open="false" data-disable-hover="false" data-allow-html="true" title="" aria-describedby="l4711u-tooltip" data-yeti-box="l4711u-tooltip" data-toggle="l4711u-tooltip" data-resize="l4711u-tooltip" data-events="resize">?</i>
</span>
</span>
</h3>
<h5>
<i class="funds">0</i> <span>item(s) selected</span>
</h5>
<ul class="menu">
<li>
<a class="download-selected" data-multi-file-download="true">
<span>Download Selected</span>
<i class="download-selected">
<svg class="icon file_download " preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Download File</title>
<path d="M38 18h-8V6H18v12h-8l14 14 14-14zM10 36v4h28v-4H10z"></path>
</svg>
</i>
</a>
</li>
<li>
<a class="email-selected">
<span>Email Selected</span>
<i class="email-selected">
<svg class="icon email " preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Email</title>
<path d="M40 8H8c-2.21 0-3.98 1.79-3.98 4L4 36c0 2.21 1.79 4 4 4h32c2.21 0 4-1.79 4-4V12c0-2.21-1.79-4-4-4zm0 8L24 26 8 16v-4l16 10 16-10v4z"></path>
</svg>
</i>
</a>
</li>
</ul>
</div>
</div>
</div>
<div class="section Documents__container">
<div class="grid-container Documents__content">
<div class="grid-x grid-margin-x">
<div class="large-4 cell Section__header">
<h3 class="title">Literature and Support Material</h3>
<span></span>
<table class="Documents__table Literature__contentDoc">
<tbody>
<tr>
<td class=" "><input type="hidden" name="selectable-0" value="false">
<div class="Radio" data-url="/agf-files/en/investor-brochures/agf-global-sustainable-growth-equity-fund-etf-sales-tool.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/investor-brochures/agf-global-sustainable-growth-equity-fund-etf-sales-tool.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">Investor Brochure</div></a>
</td>
</tr>
<tr>
<td class=" "><input type="hidden" name="selectable-1" value="false">
<div class="Radio" data-url="/agf-files/en/advisor-facing-materials/fund-commentary/agf-agagsgcn-comm-qtr-en.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/advisor-facing-materials/fund-commentary/agf-agagsgcn-comm-qtr-en.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">Fund Commentary</div></a>
</td>
</tr>
<tr>
<td class=" "><input type="hidden" name="selectable-2" value="false">
<div class="Radio" data-url="/agf-files/en/monthly-fund-profile/agf-agsg-mfp-mon-en.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/monthly-fund-profile/agf-agsg-mfp-mon-en.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">Monthly Fund Profile</div></a>
</td>
</tr>
<tr>
<td class=" "><input type="hidden" name="selectable-3" value="false">
<div class="Radio" data-url="/agf-files/en/forms-and-applications/investment-applications/fund170ia-agf-investment-application-en.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/forms-and-applications/investment-applications/fund170ia-agf-investment-application-en.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">Investment Application</div></a>
</td>
</tr>
</tbody>
</table>
</div>
<div class="large-4 cell Section__header">
<h3 class="title">Regulatory Documents</h3>
<span></span>
<table class="Documents__table Regulatory__contentDoc">
<tbody>
<tr>
<td class=" "><input type="hidden" name="selectable-4" value="false">
<div class="Radio" data-url="/agf-files/en/regulatory-documents/financial-reports/agfiq-mutual-funds-annual-report-en.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/regulatory-documents/financial-reports/agfiq-mutual-funds-annual-report-en.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">Annual Financial Report</div></a>
</td>
</tr>
<tr>
<td class=" "><input type="hidden" name="selectable-5" value="false">
<div class="Radio" data-url="/agf-files/en/regulatory-documents/financial-reports/agf-mutual-funds-semi-annual-report-en.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/regulatory-documents/financial-reports/agf-mutual-funds-semi-annual-report-en.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">Semi-Annual Financial Report</div></a>
</td>
</tr>
<tr>
<td class=" "><input type="hidden" name="selectable-6" value="false">
<div class="Radio" data-url="/agf-files/en/regulatory-documents/long-form-prospectuses/agfiq-prospectus-en.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/regulatory-documents/long-form-prospectuses/agfiq-prospectus-en.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">Final Long Form Prospectus</div></a>
</td>
</tr>
</tbody>
</table>
</div>
<div class="large-4 cell Section__header">
<h3 class="title">ETF Facts Documents</h3>
<span></span>
<table class="Documents__table Fact__contentDoc">
<tbody>
<tr>
<td><input type="hidden" name="selectable-7" value="false">
<div class="Radio" data-url="/agf-files/en/regulatory-documents/fund-facts/agfiq-agsg-ann-en.pdf"><span class="icons"><i class="checked"><svg class="icon checkbox-checked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Selected</title>
<title>Selected</title><path d="M-1-1v50h50V-1zm27 35.48l-3.47 5.1L6.1 28.41l3.46-5.1L20.92 31l15.7-23.13 5.11 3.46z"></path>
</svg></i><i class="unchecked"><svg class="icon checkbox-unchecked-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>Unselected</title>
<title>Unselected</title><path class="st0" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path><path class="st1 st2" d="M46 2v44H2V2h44m1-1H1v46h46V1z"></path>
</svg></i></span></div><a class="doc" href="/agf-files/en/regulatory-documents/fund-facts/agfiq-agsg-ann-en.pdf" target="_blank"><div class="icons"><i class="doc "><svg class="icon pdf-icon-agf" preserveAspectRatio="xMidYMid meet" viewBox="0 0 48 48">
<title>pdf</title>
<title>Doc-PDF_Icons</title><path d="M23.89 23.71h-1.82v6.91h1.82c2 0 2.94-1.37 2.94-3.45s-.95-3.46-2.94-3.46z"></path><path d="M40.07 16L25.91 1.85a1.4 1.4 0 0 0-1-.41h-16a1.38 1.38 0 0 0-1.38 1.39v41.54a1.38 1.38 0 0 0 1.38 1.38h30.18a1.38 1.38 0 0 0 1.38-1.38V17a1.38 1.38 0 0 0-.4-1zm-13.8-9.81l9.59 9.5h-9.59zm-11.2 22.48h-1.85v3.93H11.1V21.73h4c2.42 0 3.81 1.35 3.81 3.5s-1.43 3.44-3.84 3.44zm8.86 3.93H20V21.73h4c3.15 0 5.11 2.13 5.11 5.44s-2.03 5.43-5.18 5.43zm13.39-8.93h-5v2.56H37v1.94h-4.65v4.43h-2.13V21.73h7.1z"></path><path d="M15 23.68h-1.78v3.08H15c1 0 1.67-.51 1.67-1.53s-.61-1.55-1.67-1.55z"></path>
</svg></i></div><div class="doc-title">AGF Global Sustainable Growth Equity ETF Facts</div></a>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</form>Text Content
Skip to content
* Individual Investor Toggle Down
Line of Business
AGF Investments
AGF Capital Partners
AGF Private Wealth
Region
Canada
United States
Rest of World
Investor Type
Individual Investor
Institutional Investor
Financial Advisor
Groups Admin
Visit Site
Visit Corporate Site
* Individual Investor Toggle Up
* EN Toggle Down
ENFR
Lock Login
Open Lock Logout
* Change Site
* Newsroom
* Careers
* About AGF
* Contact Us
Line of Business
AGF Investments
AGF Capital Partners
AGF Private Wealth
Region
Canada
United States
Rest of World
Investor Type
Individual Investor
Institutional Investor
Financial Advisor
Groups Admin
Visit Site
Visit Corporate Site
* AGF Investments
* AGF Capital Partners
* AGF Private Wealth
*
* Products Toggle Down
* Insights
* Education Toggle Down
* Resources Toggle Down
* Advisors
* About Us Toggle Down
* Products
* Products
* Product Finder
* Document Finder
* Investment Themes
* Growth Equities
* Fixed Income
* Real Assets
* Income
* Alternatives
* Asset Allocation
* Emerging Markets
* Fund Profiles
* Top Performers: Our Best in Class F-Series Funds and ETFs
* Insights
* Education
* Education
* Investor Education
* Investing 101
* Working With a Financial Advisor
* Understanding Volatility
* Registered Plans
* Overview
* Registered Retirement Savings Plans (RRSPs)
* Registered Retirement Income Funds (RRIFs)
* Tax Free Savings Accounts (TFSAs)
* Registered Education Savings Plans (RESPs)
* First Home Savings Account
* Sound Choices
* Learn About the New First Home Savings Account
* Resources
* Resources
* Document Finder
* Regulatory Documents
* Forms & Applications
* Fund Facts
* Tax Information
* Group Savings Program
* Growth Equities
* Advisors
* About Us
* About Us
* About AGF Investments
* Global Perspective
* Read Our Investing and Market Views
Search
Field is required
Read Now
*
* Product Finder
* Investment Themes Read Now
* Fund Profiles
*
*
* Fund Profiles
*
*
* Growth Equities
* Fixed Income
* Real Assets
* Income
* Alternatives
* Asset Allocation
* Emerging Markets
*
*
* Emerging Markets
*
TOP PERFORMERS: OUR BEST IN CLASS F-SERIES FUNDS AND ETFS
Read Now
*
*
* Investor Education
* Investing 101
* Working With a Financial Advisor
* Understanding Volatility
* Registered Plans Read Now
*
*
* Events
*
*
* Events
*
*
* Events
*
*
* Events
*
*
* Overview
* Registered Retirement Savings Plans (RRSPs)
* Registered Retirement Income Funds (RRIFs)
* Tax Free Savings Accounts (TFSAs)
* Registered Education Savings Plans (RESPs)
* First Home Savings Account
*
LEARN ABOUT THE NEW FIRST HOME SAVINGS ACCOUNT
Read Now
*
*
* Regulatory Documents
* Forms & Applications
* Fund Facts
* Tax Information
* Group Savings Program
*
*
* Fund Facts
*
*
* Fund Facts
*
*
* Fund Facts
*
*
* Fund Facts
*
*
* Fund Facts
*
GROWTH EQUITIES
Read Now
*
*
* About AGF Investments
* Global Perspective
*
READ OUR INVESTING AND MARKET VIEWS
Read Now
*
* HomeHome
* ProductsProducts
* AGF Global Sustainable Growth Equity ETF (AGSG)
* RSS
* Twitter
* Facebook
* LinkedIn
* Email email
* Print print
AGF GLOBAL SUSTAINABLE GROWTH EQUITY ETF
GLOBAL EQUITY | CANADIAN DOLLAR VERSION
NAV
C$29.9875
as of 2024-10-29
FUND NET ASSETS:
$14.2M
DAILY NAV CHANGE
C$0.0303
INCEPTION DATE:
Oct 2, 2020
DAILY % CHANGE
+0.1011
MANAGEMENT FEE
0.65%
YTD % NAV TOTAL RETURN
+12.0363
NAV
C$29.9875
AS OF 2024-10-29
DAILY NAV CHANGE
C$0.0303
DAILY % CHANGE
+0.1011
YTD % NAV TOTAL RETURN
+12.0363
FUND NET ASSETS:
$14.2M
INCEPTION DATE:
Oct 2, 2020
MANAGEMENT FEE
0.65%
OVERALL MORNINGSTAR RATINGᵀᴹ
Star
Out of 1,501 funds in the Global Equity category.
RISK PROFILE
Low
Med
High
DOCUMENTS
pdf Doc-PDF_Icons Fund Profile pdf Doc-PDF_Icons ETF Facts pdf Doc-PDF_Icons
Investor Brochure xls Doc-PDF_Icons Fund Holdings
+ Add to My Funds
* Overview
* Fund Details
* Performance
* Portfolio
* Fund Managers
* Documents
OVERVIEW VIEW MORE
Overview Fund Details Performance Portfolio Fund Managers Documents
WHY INVEST IN THIS FUND?
KEY REASONS TO INVEST
* The strategy focuses on companies that meet the sustainability issues facing
the world using a disciplined thematic investment framework
* For investors interested in responsible investing but still seeking the
potential growth and diversification benefits offered by global investing.
INVESTMENT APPROACH
Focused on four major themes: energy and power technologies, water/wastewater
solutions, waste management and pollution control and health and well-being,
while also performing thorough due diligence on company fundamentals.
FUND DETAILS
KEY FACTS
Ticker:AGSGCUSIP:00110M108NAV Calculation Time:4:00 PM ESTExchange:Cboe Canada
Inc. (Cboe CA)Inception Date:October 2, 2020
Strategy is also available through a mutual fund vehicle
QUICK FACTS
As of Date:10/29/2024Close:$ 30.09Prem/Disc: -0.04Prem/Disc%: -0.14%Shares
Outstanding:475,000Overall Fund Net Assets:$14.2 million
DISTRIBUTIONS
Payment DateFund PriceTotal DistributionIncome RateCapital GainReturn on
Capital2024-09-2729.950.01600000.01600000.00000000.0000000
View Historical Distributions >
Payment Date2024-09-27Fund Price29.95Total Distribution0.0160000Income
Rate0.0160000Capital Gain0.0000000Return on Capital0.0000000
View Historical Distributions >
RISK RETURN
Return (%)Risk (standard deviation)15.016.017.018.019.020.0-10%10%30%
3-YR
* AGF Global Sustainable Growth Equity ETF
* Funds in the Morningstar Global Equity category
‡ Morningstar category performance is calculated as the average return of a
portfolio constructed of all series of all funds in the category as of the end
of each month.
PRICING & PERFORMANCE
NET ANNUAL RETURNS
* AGF Global Sustainable Growth Equity ETF
* Net Compound Returns (CAD) (%)
* Calendar Year Performance
* Morningstar Ratings
* Show chart
* View module
NET COMPOUND RETURNS (CAD) (%) TOGGLE DOWN
Net Compound Returns (CAD) (%)Calendar Year PerformanceMorningstar Ratings
* Show chart
* View module
1 MO.3 MO.6 MO.YTD1 YR.2 YR.3 YR.PSD^0%2.5%5%7.5%10%12.5%15%17.5%20%
Please note that no data on the bar chart for a given performance period means
the rate of return is 0% unless otherwise indicated.
Past performance is not indicative of future results.
^October 2, 2020
ETF CHARACTERISTICS
SECTOR WEIGHTINGS
CHARACTERISTICS
PORTFOLIO
TOP 10 HOLDINGS
(% OF TOTAL NET ASSETS)
* Download All Holdings as of 2024-08-30
012.52537.55062.57587.5100112.5
4.49%
Amphenol Corp.
4.22%
Prysmian SpA
4.13%
Ecolab Inc.
3.55%
Schneider Electric SE
3.48%
Keyence Corp.
3.41%
Tetra Tech Inc.
3.15%
Quanta Services Inc.
3.03%
Kingspan Group PLC
3.00%
Brookfield Renewable Corp.
2.98%
Thermo Fisher Scientific Inc.
64.6%
Rest of the holdings
SECTOR BREAKDOWN
32.9%
Industrials
22.5%
Information Technology
12.8%
Materials
7.9%
Health Care
5.5%
Consumer Discretionary
4.6%
Consumer Staples
3.1%
Financials
3.0%
Utilities
2.6%
Energy
1.1%
Real Estate
3.8%
Cash & Cash Equivalents
ASSET MIX
7.1%
Canadian Equity
52.0%
United States Equity
37.1%
International Equity
3.8%
Cash & Cash Equivalents
REGIONAL MIX
61.5%
North America
32.1%
Europe
6.4%
Pacific Rim
¤Cash is part of "Rest of the holdings".
PORTFOLIO CHARACTERISTICS
Portfolio PortfolioActive Share96.7%Forward Price to Earnings23.1Price to
Earnings31.1Return on Equity14.4%Forward Sales Growth2.9%Turnover64.2%Forward
Earnings Growth22.9%Weighted Average Market Cap ($ billions)95.0
PortfolioActive Share96.7%Price to Earnings31.1Forward Sales Growth2.9%Forward
Earnings Growth22.9%Forward Price to Earnings23.1Return on
Equity14.4%Turnover64.2%Weighted Average Market Cap ($ billions)95.0
PORTFOLIO MANAGERS & INVESTMENT TEAM
Specialists Martin Grosskopf and Vishal Bané cover environmental thematics and
lead the strategy. They interact with the various AGF Investments teams located
in research centres across the globe who uncover additional opportunities in
more traditional industries where the environmental technology / service is a
growing part of the business.
MARTIN GROSSKOPF TOGGLE DOWN
MES, MBA
VP & Portfolio Manager
AGF Investments Inc.
VISHAL BANÉ TOGGLE DOWN
MSC GREEN ECONOMY, CA (INDIA), CFA®
Portfolio Manager
AGF Investments Inc.
INVESTMENT TEAM TOGGLE DOWN
Close
Martin Grosskopf manages AGF Investments’ sustainable investing strategies and
provides input on sustainability and environmental, social and governance (ESG)
issues across the firm’s investment teams. He is a thought leader and a frequent
public speaker on ESG and Green Finance issues. He serves as Vice-Chair of the
CSA Group technical committee on Green and Transition Finance and is a past
member of the Responsible Investment Association (RIA)’s Board of Directors.
Martin has more than 30 years of experience in financial and environmental
analysis. He previously served as Director, Sustainability Research and
Portfolio Manager with Acuity Investment Management Inc., which was acquired by
AGF Management Limited in 2011.
Before joining the financial industry, Martin worked in a diverse range of
industries in the areas of environmental management, assessment and mitigation.
He was a project manager with CSA International from 1997 to 2000 and, prior to
that, served as an environmental scientist with Acres International Limited.
In 2023 Martin was a recipient of the Canada Clean16 Award for his work
furthering sustainability in the financial sector.
Martin obtained a B.A. from the University of Toronto and an MES from York
University, and earned an MBA from the Schulich School of Business.
Started with AGF
2011
Started in the Industry
1994
Close
Vishal Bané serves as a Portfolio Manager for the AGF Global Sustainable Equity
Strategy, leveraging his extensive Environmental, Social and Governance (ESG)
analysis experience to evaluate the strategy’s ESG risks and opportunities.
Vishal joined AGF in 2017 as an Analyst. Prior to that, he worked in ESG
Research at MSCI Inc. and gained additional industry experience at the National
Stock Exchange of India.
Vishal is a Chartered Accountant (national merit-holder) with the Institute of
Chartered Accountants of India and holds a Master of Science in Finance from the
Beedie School of Business at Simon Fraser University in Vancouver. He is also a
CFA® charterholder.
Started with AGF
2017
Started in the Industry
2009
Close
ABHISHEK ASHOK
M.A., MFE, CFA®
Analyst
AGF Investments Inc.
RASIB BHANJI
MBA, CFA®
Analyst
AGF Investments Inc.
LING HAN
M.SC., MBA, CFA®
Analyst
AGF Investments Inc.
GRACE HUANG
MBA, CFA®
Senior Analyst
AGF Investments Inc.
MARKO KAIS
CFA®
Analyst
AGF Investments Inc.
JOHN KRATOCHWIL
MBA, P.ENG.
Senior Analyst
AGF Investments Inc.
HENRY KWOK
MBA
Senior Analyst
AGF Investments Inc.
LAZAR NAIKER
Senior Analyst
AGF Investments Inc.
PULKIT SABHARWAL
MBA
Analyst
AGF Investments Inc.
WAI TONG
MBA, P.ENG., CFA®
Senior Analyst
AGF Investments Inc.
WYETH WRIGHT
CFA®
Senior Analyst
AGF Investments Inc.
LILLIAN ZHANG
MBA, CFA®
Analyst
AGF Investments Inc.
MANNA NEGHASSI
Director, Sustainability Portfolio Specialist
AGF Investments Inc.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA
Institute.
PRODUCT FINDER
All Funds Show menu Toggle Down
* All Funds
* Alternatives
* Quantitative
* Managed Solutions
* ETFs
arrow-right arrow-right
DOCUMENTS
SELECT ITEM(S) TO DOWNLOAD OR EMAIL ?
0 ITEM(S) SELECTED
* Download Selected Download File
* Email Selected Email
LITERATURE AND SUPPORT MATERIAL
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
Investor Brochure
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
Fund Commentary
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
Monthly Fund Profile
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
Investment Application
REGULATORY DOCUMENTS
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
Annual Financial Report
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
Semi-Annual Financial Report
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
Final Long Form Prospectus
ETF FACTS DOCUMENTS
Selected Selected Unselected Unselected
pdf Doc-PDF_Icons
AGF Global Sustainable Growth Equity ETF Facts
~ MER as of March 31, 2024. AGFI may, in its discretion, temporarily waive some
or all of the expenses of the Fund, which will result in a reduction in the MER.
AGFI may cease to offer any such waiver at any time without notice.
1 The distribution is not guaranteed, may be adjusted from time to time at the
discretion of the fund manager and may vary from payment to payment.
All information is provided by AGF Investments in Canadian dollars as of
September 30, 2024, unless otherwise indicated. The performance presented is net
of fees. Rates of return for periods greater than one year have been annualized.
Numbers may not add up to 100% due to rounding.
This material is for informational and educational purposes only. It is not a
recommendation of any specific investment product, strategy, or decision, and is
not intended to suggest taking or refraining from any course of action. It is
not intended to address the needs, circumstances, and objectives of any specific
investor. This information is not meant as tax or legal advice. Investors should
consult a financial advisor and/or tax professional before making investment,
financial and/or tax-related decisions.
For a summary of the risks of an investment in a particular AGF Fund, please see
the specific risks set out in the fund's prospectus. Market conditions may
change, impacting the composition of a portfolio. AGF Investments assumes no
responsibility for any investment decisions made based on the information
provided herein.
Holdings are subject to change and do not represent all of the securities
purchased, sold or recommended for the portfolio. It should not be assumed that
investments in the securities identified were or will be profitable and should
not be considered an endorsement or recommendation by AGF Investments.
The payment of distributions should not be confused with a fund’s performance,
rate of return or yield. If distributions paid by the fund are greater than the
performance of the fund, the original investment will shrink. Distributions paid
as a result of capital gains realized by a fund, and income and dividends earned
by a fund, are taxable to the investor in the year they are paid. The adjusted
cost base will be reduced by the amount of any returns of capital. If the
adjusted cost base falls below zero, the investor will have to pay capital gains
tax on the amount below zero.
The Overall Morningstar Rating™ measures risk-adjusted returns and is derived
from a weighted average of the performance figures associated with its 3-, 5-
and 10-year (if applicable) rating metrics.
The Overall Morningstar Ratings™ and Morningstar Quartile Rankings are series
specific as inception date, performance and fee characteristics vary by series.
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein:
(1) is proprietary to Morningstar and/or its content providers; (2) may not be
copied or distributed; and (3) is not warranted to be accurate, complete or
timely. Neither Morningstar nor its content providers are responsible for any
damages or losses arising from any use of this information. Past performance is
no guarantee of future results.
Published: October 29, 2024.
Investments denominated in foreign currencies are subject to fluctuations in
exchange rates, which may have an adverse effect on the value of the
investments, sale proceeds, and on dividend or interest income. Investors may
not necessarily recoup the full value of their original investment. Investors
should be aware that forward-looking statements and forecasts may not be
realized.
Active Share
Active Share tracks the disparity between a portfolio manager's holdings and
that of its benchmark index. A low Active Share score indicates that a portfolio
manager is closely replicating the target index, while a high Active Share score
indicates that a fund's holdings diverge significantly from the target index.
Beta
A measure of a fund's sensitivity to market movements (as represented by a
benchmark index). The benchmark index has a Beta of 1.0. A Beta of more (less)
than 1.0 indicates that a fund’s historical returns have fluctuated more (less)
than the benchmark index. For example, a Beta of 1.10 shows that the fund
performed 10% better than its benchmark index in up markets and 10% worse in
down markets, assuming all other factors remain constant.
Downside Capture (Ratio)
The Downside Capture Ratio is calculated by taking the portfolio's return and
dividing it by the benchmark's return in periods when the benchmark return was
negative. A Downside Capture Ratio of less than 100% is considered desirable.
Forward Earnings Growth
Forward Earnings are an estimate of a company's earnings for an upcoming period;
their growth rate is calculated based on forecasted earnings.
Forward Price/Earnings (Forward P/E)
A Forward P/E is calculated based on forecasted earnings per share; a stock’s
current price divided by next year’s expected earnings.
Forward Sales Growth
Forward Sales are an estimate of a company's revenues for an upcoming period;
their growth rate is calculated based on forecasted revenue.
Information Ratio
The Information Ratio is the ratio of the portfolio returns above the returns of
the blended benchmark to the volatility of those returns. It's designed to
measure the ability to generate excess returns relative to a benchmark on a
risk-adjusted basis.
Management Expense Ratio (MER)
The Management Expense Ratio, commonly referred to as MER, is a measure of the
total expenses (fees and other costs) borne by the mutual fund or ETF, expressed
as a percentage of the fund's net asset value. The ratio is calculated by
dividing the total annual expenses by the average net asset value of the fund
for the given year.
Price/Earnings
(P/E ratio or P/E) The ratio of share price to earnings per share.
Return on Equity
A profitability ratio calculated as net income divided by average shareholders’
equity.
Risk Profile
The Risk Profile is based on the historical volatility of a fund, as measured by
the 10-year annualized standard deviation of the 10-year average returns of the
fund. The investment risk level is required to be determined in accordance with
the Canadian Securities Administrators’ standardized risk classification
methodology.
Sharpe Ratio
Sharpe Ratio characterizes how well the return of a fund compensates the
investor for each unit of absolute risk they assume, as measured by the Standard
Deviation of the fund. The greater a fund's Sharpe Ratio, the better its
risk-adjusted performance has been.
Standard Deviation
A statistical measure of the range/dispersion of a fund's performance. The more
variable the returns, the larger the Standard Deviation. When a fund has a high
Standard Deviation, it means that its range of performance was wide for the
given period, i.e. greater historical volatility. Standard Deviation does not
predict the future volatility of a fund.
Tracking Error
The Tracking Error represents a fund manager's added value variability. It
reports the difference between the return received and that of the benchmark
being compared to. It is reported as a Standard Deviation percentage difference.
Trading Expense Ratio (TER)
The total gross expenses divided by the fund's average net assets.
Turnover (Ratio)
The portfolio Turnover Ratio is the rate at which assets in a fund are bought
and sold by portfolio managers.
Upside Capture (Ratio)
The Upside Capture Ratio is calculated by taking the portfolio’s return and
dividing it by the benchmark’s return in periods when the benchmark return was
positive. An Upside Capture Ratio of greater than 100% is considered desirable.
Weighted Average Market Cap
Market cap is the market value of all the outstanding shares in a company. In a
portfolio the Weighted Average Market Cap is the sum of the products of a
company’s market cap and its percentage allocation in the portfolio.
AGF logo
CUSTOMER SUPPORT
* Phone: 1-800-268-8583
* Phone: 905-214-8203
* Fax: 905-214-8243
* Fax: 1-888-329-4243 (1-888-FAX-4-AGF)
* Monday to Friday 8:00 a.m to 8:00 p.m. (ET)
* Help
* Tax Information
* Investor Statements
* Sitemap
* Accessibility
* Security
AGF
* About AGF Investments
* Fund Facts
* Newsroom
* Careers
* Contact Us
IMPORTANT INFORMATION
* Fund History & Information
* Investors Living Abroad
* Disclosures
* Privacy
* Terms Of Use
* Complaint Process
STAY CONNECTED
* Email email Email Preference Centre
* Facebook Facebook
* YouTube YouTube
* LinkedIn LinkedIn
* Twitter Twitter
* RSS RSS
* Read Now Change Website
* Read Now AGF Corporate
* Read Now AGF Capital Partners
* Read Now AGF Private Wealth
* Read Now Investor Relations
AGF Web Site Pages © 2024 AGF Management Limited. All Rights Reserved
Increase Decrease
Aa Toggle Up
AGF SWITCH REGION AGREEMENT
You are entering AGF.com Canada site. Click "Proceed" to confirm.
Proceed Cancel
Close
Download as PDF.
Email links to the documents.
By clicking “Accept All”, you agree to the storing of cookies on your device to
enhance site navigation, analyze site usage and assist in our marketing efforts.
To manage your cookie preferences, click on “Custom Settings”. To reject all
non-essential cookies, click on “Reject All”. For more information, please see
"How we use cookies"
Custom Settings Reject All Accept All
PRIVACY PREFERENCE CENTER
When you visit any website, it may store or retrieve information on your
browser, mostly in the form of cookies. This information might be about you,
your preferences or your device and is mostly used to make the site work as you
expect it to. The information does not usually directly identify you, but it can
give you a more personalized web experience. Because we respect your right to
privacy, you can choose not to allow some types of cookies. Click on the
different category headings to find out more and change our default settings,
which are off, except for essential cookies. Please note that blocking some
types of cookies may impact your experience of the site and the services we are
able to offer.
For more information, please see "How we use cookies"
Allow All
MANAGE CONSENT PREFERENCES
ESSENTIAL COOKIES
Always Active
These cookies are necessary for the website to function and cannot be switched
off. They are usually only set in response to actions made by you which amount
to a request for services, such as setting your privacy preferences, logging in
or filling in subscription forms. While you cannot turn off these cookies in the
Cookie Preference Center, you can set your browser to block or delete them, but
then some parts of the site will not work.
FUNCTIONAL COOKIES
Functional Cookies
Functional cookies are required to provide enhanced functionality and a
personalized experience. These types of cookies may be set by us or by
third-party providers whose services we have added to our pages. If you block or
delete functional cookies, you may not be able to view or use the website as
intended and some services may not function properly or at all.
PERFORMANCE COOKIES
Performance Cookies
Performance cookies help us understand how people use our site and to measure
that activity. We only use trusted web analytics platforms that provide
statistical insight into interaction and behaviours of website visitors. They
help us to know which pages are the most and least popular and see how visitors
move around the site. These cookies report on general performance which helps us
improve the overall user experience. If you do not allow these cookies, we will
not know when you have visited our site and will not be able to monitor its
performance.
TARGETING COOKIES
Targeting Cookies
AGF uses third-party targeting cookies to improve the effectiveness of marketing
campaigns, communications and your experience on our website. The third-party
providers we use are LinkedIn, Salesforce Marketing Cloud, and Google Campaign
Manager. These cookies may be used to build a profile of your interests and show
you relevant ads on other sites. They will track your activity for a given
browser and device. If you do not allow these cookies, you will experience less
targeted advertising.
Back Button
COOKIE LIST
Search Icon
Filter Icon
Clear
checkbox label label
Apply Cancel
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label
Reject All Confirm My Choices
{{meta}} : {{value}}
{{meta}}
{{meta}}
{{meta}}
{{meta}}