When it comes to investing, experience matters.
As the Portfolio Manager on AGF Global Equity Class1 since its inception more than 20 years ago, Stephen Way has seen and weathered all kinds of market scenarios – including the Asia Crisis (1997-1998), dotcom bubble (1999-2000), Global Financial Crisis (2007-2008) and, most recently, the European sovereign debt crisis.
In an ever-changing and increasing complex investment world, the AGF Global Equity Team:
Economic value-added (EVA) is a measure of how well a firm has generated revenue over a period, taking into consideration the foregone opportunity cost of deploying the firm's energies elsewhere.
Identifies Quality Companies that have:
When investing, experience and research coverage can make the difference.
The AGF Global Equity Team includes senior portfolio managers and investment professionals that have seen multiple investment scenarios and market cycles. Team analysts focused on Sector and Industry provide insights from a global perspective but also most importantly from a local market perspective. This local perspective and the ability to converse in the country's and business leadership's own language allows for AGF investment professionals to gain insights they would not obtain from reports and industry coverage sources. This kind of interaction on top of fundamental analysis is what makes the AGF difference.
1Does not provide investment advice or recommendations.
|AGF Global Equity Fund1 / Class1||AGF Global Dividend Fund||AGF Emerging Markets Fund / Class||Balanced Funds / Managed Solutions|
|Attractively priced growth companies from around the world, including up to 25% emerging markets exposure.||High-quality, dividend-paying and dividend-growing companies.||Exposure to the growth potential of emerging markets, using a disciplined investment approach to actively manage risk.|
The commentaries contained herein are provided as a general source of information based on information available at the time of publication and should not be considered as personal investment advice or an offer or solicitation to buy and/or sell securities. Every effort has been made to ensure accuracy in these commentaries at the time of publication; however, accuracy cannot be guaranteed. Market conditions may change and the manager accepts no responsibility for individual investment decisions arising from the use of or reliance on the information contained herein.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Please go to the investor price and performance section of AGF.com to get current standard performance information for each fund.
The All World Tax Advantage Group is a mutual fund corporation that currently offers approximately 20 different classes of securities. Investing in any of the classes within the group offers the following potential benefits and features: deferral of capital gains tax on transfers between classes, potential capital tax savings for corporate investors and fund diversification by investment style, geography and market capitalization. While the articles of AGF All World Tax Advantage Group Limited provide authority to make distributions out of capital and AGF All World Tax Advantage Group Limited intends both to calculate capital in the manner contemplated by the corporate statute for corporations that are not mutual fund corporations and only to declare distributions out of capital if there is sufficient capital attributable to a series, no definitive case law exists to confirm that a mutual fund corporation may make distributions of capital and how it is to be calculated. Further, no advance income tax ruling has been requested or obtained from Canada Revenue Agency, nor is AGF aware of any published advance income tax ruling or the possibility of obtaining such a ruling, regarding the characterization of such distributions or the calculation of capital for such purposes.
Publication date: February 12, 2016.
1Please read important disclosure and disclaimer information included on the following page.