AGF Investments Launches Additional ETF Series
February 27 2024 - 7:25AM
AGF Investments Inc. (AGF Investments) announced that effective
today it is expanding its line-up with the launch of ETF series
options for AGF Global Real Assets Fund, AGF Total Return Bond Fund
and AGF U.S. Small-Mid Cap Fund.
“We continue to broaden our ETF offerings with the
addition of ETF series options on long-running funds in key areas
of focus for investors, including alternative assets and active
fixed income,” said Meaghan Kelly, Chief Marketing & Product
Officer, AGF Investments. “This launch builds on our commitment to
provide options for our investors to access our capabilities in any
of their preferred vehicles.”
Fund |
Fund Series Available |
ETF Series Ticker |
Risk Rating |
AGF Global Real Assets Fund |
Series MF, F, I, O |
AGLR(Cboe Canada Inc.) |
Medium |
AGF Total Return Bond Fund |
Series MF, F, O, Q, W, V, I |
ATRB(Cboe Canada Inc.) |
Low |
AGF U.S. Small-Mid Cap Fund |
Series MF, F, O, Q, W |
ASMD(Cboe Canada Inc.) |
Medium to High |
About the Funds
- AGF Global Real Assets Fund aims to deliver
long-term capital growth by investing in listed global securities
in energy, materials, infrastructure and precious metals sectors
and is for investors seeking to invest in global equities with some
exposure to fixed income and commodities. The fund uses a bottom-up
fundamental security selection combined with tactical weightings to
each asset class and the utilization of derivatives to manage risk
and enhance income.
- AGF Total Return Bond Fund offers the
potential for higher yields than traditional bonds with exposure to
a range of fixed income securities including high yield bonds,
convertible bonds and emerging market bonds. The fund uses a
top-down fundamental approach to determine its category allocation
and is combined with a bottom-up approach to corporate bond
selection using corporate credit research.
- AGF U.S. Small-Mid Cap Fund targets market
leaders and innovators and can complement existing large-cap
equities to enhance diversification and gain exposure to potential
growth opportunities offered by U.S. small and mid-cap equities.
The fund uses a bottom-up growth investment style that looks at a
company's revenue and profitability as well as earnings quality and
growth potential.
About AGF Management Limited
Founded in 1957, AGF Management Limited (AGF) is an
independent and globally diverse asset management firm. Our
companies deliver excellence in investing in the public and private
markets through three business lines: AGF Investments, AGF Capital
Partners and AGF Private Wealth.
AGF brings a disciplined approach, focused on
incorporating sound, responsible and sustainable corporate
practices. The firm’s collective investment expertise, driven by
its fundamental, quantitative and private investing capabilities,
extends globally to a wide range of clients, from financial
advisors and their clients to high-net worth and institutional
investors including pension plans, corporate plans, sovereign
wealth funds, endowments and foundations.
Headquartered in Toronto, Canada, AGF has
investment operations and client servicing teams on the ground in
North America and Europe. With over $43 billion in total
assets under management and fee-earning assets, AGF serves more
than 800,000 investors. AGF trades on the Toronto Stock Exchange
under the symbol AGF.B.
About AGF Investments
AGF Investments is a group of wholly owned
subsidiaries of AGF Management Limited, a Canadian reporting
issuer. The subsidiaries included in AGF Investments are AGF
Investments Inc. (AGFI), AGF Investments America Inc. (AGFA), AGF
Investments LLC (AGFUS) and AGF International Advisors Company
Limited (AGFIA). The term AGF Investments may refer to one or more
of these subsidiaries or to all of them jointly. This term is used
for convenience and does not precisely describe any of the separate
companies, each of which manages its own affairs.
AGF Investments Inc. is a wholly-owned subsidiary
of AGF Management Limited and conducts the management and advisory
of mutual funds in Canada.
This information is not intended to provide legal,
accounting, tax, investment, financial, or other advice, and should
not be relied upon for providing such advice. Commissions, trailing
commissions, management fees and expenses all may be associated
with investment fund investments. Please read the prospectus before
investing. Investment funds are not guaranteed, their values change
frequently, and past performance may not be repeated.
Media Contact
Amanda MarchmentDirector, Corporate
Communications416-865-4160amanda.marchment@agf.com
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