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AGF Global Sustainable Growth Equity Fund

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Launched in 1991, AGF Global Sustainable Growth Equity Fund is thematic, investing in companies that provide products or services that are potential solutions for the sustainability issues facing the world. It is becoming increasingly more important for countries and companies to deal with pollution and environmental factors with an eye toward future sustainability.Companies with innovative environmentally focused solutions are poised to benefit from this changing landscape.

1. Why AGF Global Sustainable Growth Equity Fund

  • Provides access to growth opportunities in environmental themes in energy, waste, water and health care
  • Offers a unique disciplined thematic approach to investing
  • Managed since 2000 by a Portfolio Manager with a deep background on environmental consulting

2. The Case for a Sustainable Growth Mandate

Carbon-intensity

Most scientists have come to a consensus that if we go much above a two-degree average increase in temperature, there’ll be significant catastrophic impacts. To meet the two-degree scenario (2DS) targets, aggressive energy efficiency improvements are needed. The IEA Energy Sector Carbon Intensity Index (ESCII) tracks how many tonnes of CO2 are emitted for each unit of energy supplied. It shows that the global aggregate impact of all changes in supply technologies since 1970 has been minimal. Responses to the oil shocks of the 1970s made the energy supply 6% cleaner from 1971 to 1990. Since 1990, however, the ESCII has remained essentially static, changing by less than 1%, despite the important climate policy commitments at the 1992 Rio Conference and under the 1997 Kyoto Protocol as well as the boom in renewable technologies over the last decade. Source: Ceres, IEA 2012a, 2012b

3. Environmental Themes

AGF Global Sustainable Growth Equity Fund offers investors access to four mega themes that provide an investment framework through which to identify attractive opportunities. As a result of this process, the portfolio manager does not invest in certain sectors, such as fossil fuel producers.

AGF Global Sustainable Growth Equity Profile
 Energy and Power Technologies Waste Management and Pollution Control Water and Waste Water Solutions Environmental Health and Safety
• Alternative energy production
• Low emission vehicles
• Smart lighting
• Energy management
• Automation and process control
• Airborne emissions
• Recycling
• Waste service
• Emissions control
• Water treatment
• Water infrastructure
• Irrigation
• Healthy living
• Sustainable food
• Infrastructure integrity
• Safer products

Featured Materials

Provides an overview of Sustainable Investing and AGF Global Sustainable Growth Fund
While it is often assumed that removing an industry or GICS allocation is the most meaningful approach, our view is owning solutions is better. We look for companies that can generate a positive environmental or social impact along with a financial return
Given the Fund's solutions-based focus, we are interested in tools that help us understand the Portfolio’s environmental footprint. We expect portfolio holdings to be focused on solutions with inherent environmental advantages while also being open to improving their footprint.
Launched in 1991, AGF Global Sustainable Growth Equity Fund is a thematic fund, investing in companies that provide products or services that are potential solutions for the sustainability issues facing the world.
Martin Grosskopf and Hyewon Kong, Portfolio Managers of AGF Global Sustainable Growth Equity Fund share their thoughts on Volkswagen’s emissions scandal.
This AGF Market Insight discusses “Impact” portfolios in public equity markets, and the questions that investors should be asking in determining whether their portfolio is making an impact.
Martin Grosskopf shares his thoughts on entrepreneurship and sustainable business development.
This article discusses changes occurring in the world and how investors can take advantage of the opportunities they are creating.

AGF Clean Environment Equity Fund was renamed AGF Global Sustainable Growth Equity Fund on May 20, 2015.

The information contained in this fund profile is designed 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. We strongly recommend you to consult with a financial advisor prior to making any 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 payment of distributions should not be confused with a fund's performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund, are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base falls below zero, you will have to pay capital gains tax on the amount below zero. The performance of a Fund may have been different had events such as mergers, portfolio manager changes and investment objective changes not taken place.

REASONS TO INVEST IN THIS FUND

The Fund invests in companies that provide potential solutions for the sustainability issues facing the world. Using a disciplined thematic investment framework, the Fund does not invest in certain sectors including fossil fuel producers.

INVESTMENT PROCESS

The Fund focuses on four major themes: energy and power technologies, water/waste water solutions, waste management and pollution control and environmental health and safety, while also performing thorough due diligence on company fundamentals.

Portfolio Managers / Advisors
Vice-President and Portfolio Manager
AGF Investments Inc.
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Date as of 08-31-2016

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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¿Effective April 1, 2016, AGF reduced the MF Series management fee from 2.50% to 2.00%.

Please refer to AGF.com for distribution information.

˜MER as of March 31, 2016. 1The distribution is not guaranteed, may be adjusted from time to time at the discretion of the fund manager and may vary from payment to payment. Amount shown, if any, is the most recent distribution amount. ¤Cash is not included. Note: numbers may not add up to 100% because of rounding.

On August 7, 2007, the Fund changed its investment objective to permit greater foreign-property investments.

The information contained in this fund profile is designed 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. We strongly recommend you to consult with a financial advisor prior to making any 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 payment of distributions should not be confused with a fund's performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund, are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base falls below zero, you will have to pay capital gains tax on the amount below zero. The performance of a Fund may have been different had events such as mergers, portfolio manager changes and investment objective changes not taken place.

INVESTMENT PROCESS



Two Ponds, One Net

The Fund uses both a specialist & mainstream team approach:

  • Martin Grosskopf and Hyewon Kong cover environmental thematics and lead the strategy
  • They interact with multi-sector experts of the various AGF teams who uncover additional opportunities outside pureplay, in more traditional industries where the environmental technology/service is a growing part of the business

2ponds_web

THEMATIC INVESTMENT PROCESS

DIFFERENTIATED, ALL-CAP PORTFOLIO:

  • 40-60 companies
  • Mixture of companies (materials, suppliers and producers)
  • At various stages of maturity
  • Impact portfolio
  • Focused on solutions
  • Low-carbon footprint
  • Appropriate for mission-based investors

TIMELINESS:

  • Catalyst is usually technology or product-related - expected impact within 18 months
  • Companies with a definable environmental advantage which has not been reflected in their share price
  • Theme and stock screening for relative strength

Cube

AGF Clean Environment Equity Fund was renamed AGF Global Sustainable Growth Equity Fund on May 20, 2015.

The information contained in this fund profile is designed 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. We strongly recommend you to consult with a financial advisor prior to making any 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 payment of distributions should not be confused with a fund's performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund, are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base falls below zero, you will have to pay capital gains tax on the amount below zero. The performance of a Fund may have been different had events such as mergers, portfolio manager changes and investment objective changes not taken place.

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