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AGF Global Sustainable Growth Equity Fund

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Celebrating 25 Years

25 years of identifying high-growth thematic opportunities

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, tobacco and weapons.


Energy and Power Technologies
  • Alternative energy production
  • Low emission vehicles
  • Smart lighting
  • Energy management
  • Automation and process control

Waste Management and Pollution Control
  • Airborne emissions
  • Recycling
  • Waste service
  • Emissions control

Water and Waste Water Solutions
  • Water treatment
  • Water infrastructure
  • Irrigation

Environmental Health and Safety
  • Healthy living
  • Sustainable food
  • Infrastructure integrity
  • Safer products

Why this fund

1. The original.

The Fund was one of the first sustainable investing funds - in the world - and the first in Canada to report its carbon footprint.

2. Experienced team.

Lead Portfolio Manager Martin Grosskopf has extensive experience as an environmental consultant and the AGF Sustainable Investment team has 20+ years' experience identifying high-growth thematic opportunities.

3. Complement Canadian equities.

The Fund holds less in Financials and Energy given its focus on companies with environmental growth opportunities.


Car pollution graphic

Source: AGF Investment Operations and Trucost, as of December 31, 2016. Trucost is an external data service provider that AGF Investments enlists to measure the carbon intensity and environmental footprint of the portfolio and the benchmark.

**Assumptions: Using December 31, 2016 data, a $1 million investment in the Fund would have resulted in a 113.74 tCO2e lower footprint that a $1 million investment in the MSCI World Index. 3.774 metric tonnes of CO2 per vehicle per year = 8,320 lbs of CO2 per vehicle per year = 17.68 average lbs of CO2 per gallon of gas × 470.6 average gallons per year (12000 mile average per year / 25.5 average miles per gallon). Therefore, 113.74 tC02e savings on investment / 3.774 tCO2e per vehicle = 30 cars off the road per $1 million investment in the Fund vs. the Index.

Featured Materials

AGF Market Insight - AGF Global Sustainable Growth Equity Q2 Update
With a number of opinions published on the topic of President Trump’s announcement to pull the U.S. out of the Paris Climate Change Agreement, we aim to discuss our opinions as they relate to the investment implications that have received little focus.
AGF Global Sustainable Growth Equity Fund Update - Q1 2017
Intel’s recent acquisition of Mobileye is just one of a number of examples in which large corporations are taking notice of thematic investing. We see this as a validation of the long-term secular growth trends that our sustainable companies are participating in.
Overall, our view is that the companies in our portfolio are exposed to themes that are embedded in the global economy. We believe the long-term growth trends and themes transcend any single country.
Provides an overview of Sustainable Investing and AGF Global Sustainable Growth Fund
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.

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 07-31-2017

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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Please refer to AGF.com for distribution information.

˜MER as of March 31, 2017. 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



Canadian-based, Global Reach

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 around the world who uncover additional opportunities, in more traditional industries where the environmental technology/service is a growing part of the business

THEMATIC INVESTMENT PROCESS

DIFFERENTIATED, ALL-CAP PORTFOLIO:

  • Universe of +1,000 companies mapped along four macro themes providing long-term secular growth
  • Short list of candidates are selected based on growth characteristics and balance sheet fundamentals
  • 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

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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