When it comes to investing, experience matters. As active and seasoned managers, we have managed through numerous market scenarios. With our global footprint and extensive research capabilities, we can assess and provide insights to both investors and their financial advisors.
To help put volatility in perspective, the following resources provide insights on current developments and what to expect looking forward.
The information contained in this material is in Canadian dollars and is intended to provide you with general information related to investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to the circumstances of the individual. Commentary and portfolio characteristics are the opinion of the Portfolio Manager based on market conditions as of the publication date. References or inferences to returns do not take into account any management fees, transaction costs, commissions, custodial fees, taxes or other costs that apply when purchasing securities. We strongly recommend you to consult with a financial advisor prior to making any investment decisions.
This is not intended to provide tax advice. AGF Investments Inc. strongly urges investors to consult with a tax advisor to discuss their particular circumstances.
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 and/or unit value and reinvestment of all dividends and/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.
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. For a more detailed explanation, please see AGF.com/disclaimers.
Publication date: 29 February 2016.