AGF Elements Advantage was available on eligible units purchased prior to June 22, 2009. Over a three-year period, the portfolios' average annualized rate of return will perform at or above the customized benchmark or investors will receive up to 90 basis points* in new units. (One basis point equals 1/100 of one percent.)
Consider these scenarios that could occur after a three-year period.
To most accurately assess the performance of the Elements portfolios, AGF has built customized Elements Advantage benchmarks.
Average annualized portfolio returns and Advantage benchmark returns are measured and compared at the end of a three-year period from the day following the trade date.
Track your Elements Advantage units through AGF.com. Log in to My Account to access the AGF Elements Advantage Performance and Advantage Payout reports.
*As of June 22, 2009, AGF Elements Advantage TM will no longer be offered on the purchase of new units of AGF Elements (trust version) Portfolios. For units purchased prior to June 22, 2009, AGF Elements Advantage TM remains available on units of the Elements (trust version) Portfolios, except the Elements Yield Portfolio and Series T and V of the Elements Balanced Portfolio and Elements Growth Portfolio. Eligible units must be held for the entire three year period to qualify. AGF Elements Advantage TM is not available on any of the Elements (corporate class) Portfolio Classes.
**For a full listing of underlying benchmarks used for the Elements Advantage, please see: