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AGF Global Equity Class

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Top Banner Global Equity

Why AGF Global Equity Class?

1 | 20-year track record.

The Fund has successfully navigated various market conditions due to our disciplined process.

2 | Proven investment process.

Our top-down country allocation framework enables us to identify attractive markets while our bottom-up approach allows us to uncover quality companies that can sustain profitability for longer.

3 | Focus on managing risk.

Risk controls implemented at the country, sector and company level have contributed both to downside protection and upside capture.

Consistent outperformance

The Fund has outperformed its peers 100% of the time on a rolling 5-year basis.

Global Equity 5yr rolling returns

Source: Morningstar Direct, as of January 31, 2017.

Annualized Performance
(C$, net of fees as of March 31, 2017)
1 yr.3 yr.5 yr.10 yr.PSD*
AGF Global Equity Class 16.8 10.5 13.3 4.8 5.2
Morningstar Global Equity peer group (number of funds) 14.1
(1,399 funds)
8.9
(1,013 funds)
12.0
(709 funds)
4.4
(285 funds)
-

Source: AGF Investment Operations. Morningstar, as of March 31, 2017. *PSD = Performance Start Date (May 18, 1995).

How the process has contributed to outperformance

The right stock in the wrong country can prove unfavourable to investors. 

Our proprietary country allocation framework enables us to identify attractive countries. This, combined with our rigorous fundamental bottom-up security selection, has contributed to excess returns.

Looking back of the last 10 years (ending December 31, 2016), what helped the Fund outperform? 


Global Equity

Source: AGF Risk & Portfolio Analytics, as of December 31, 2016

© 2016 Morningstar Research 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. For greater detail see www.morningstar.ca. Morningstar Ratings reflect performance as of December 31, 2016 and are subject to change monthly. The ratings are calculated from the funds' 3-year returns measured against 91-day Treasury bill and peer group returns.

® CFA and Chartered Financial Analyst are trademarks owned by CFA Institute.

The information contained herein 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 a specific investor. We strongly recommend consulting with a professional advisor prior to making investment decisions.

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. In addition to fund diversification by investment style, geography and market capitalization, a key benefit of investing in any of the classes within the group is the possibility of sharing incurred expenses (and losses) of the combined structure potentially offsetting income earnings to minimize chance of a dividend declaration. For a more detailed explanation, please see AGF.com/disclaimers.

Publication Date: June 01, 2017.

REASONS TO INVEST IN THIS FUND

This diversified global equity fund invests in attractively priced quality companies around the world, providing investors with capital growth potential and prudent risk management.

INVESTMENT PROCESS

The portfolio manager uses a country allocation framework to identify key regions of opportunity, then uses in-depth fundamental analysis providing insight into the best-quality companies that will reward investors over the long term.

Portfolio Managers / Advisors
Senior Vice-President and Portfolio Manager
AGF Investments Inc.
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Date as of 05-31-2017

Performance

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Portfolio Details

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Fund Overview

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Risk Management

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Related & Regulatory Documents

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