Our Achievements

Founded in 1957, AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses.

Corporate Governance Investor Relations Corporate Responsibility

As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management. We’re proud recipients of awards and achievements which recognize our commitment to providing exceptional service and innovative solutions for our clients.

AGF Awards

AGF has received the following recognitions:

*AGFiQ MultiAsset Income Allocation ETF was renamed to AGFiQ Global Income ETF Portfolio effective January 31, 2020.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The Fund-Grade A+®rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit http://www.Fundata.com/ProductsServices/FundGrade.aspx.

AGF Global Select Fund (MF Series) won in the CIFSC Global Equity Category, out of 1100 funds. The FundGrade start date was 1/31/2010 and FundGrade end date was 12/31/2019. AGF Global Convertible Bond Fund (MF Series) won in the CIFSC High Yield Fixed Income Category, out of 246 funds. The FundGrade start date was 1/31/2016 and FundGrade end date was 12/31/2019. AGF Global Income ETF Portfolio (QMY) won in the CIFSC Fixed Income Balanced Category out of 389 funds. The FundGrade start date was 1/31/2018 and FundGrade end date was 12/31/2019.

Wealth Professional Awards:

https://wpawards.ca/methodology/process

Lipper Fund Awards:

Refinitiv Lipper Fund Awards, ©2020 Refinitiv. All rights reserved. Used under license.

AGF Global Convertible Bond Fund (MF Series):

AGF Global Convertible Bond Fund (MF Series) was awarded the 2020 Refinitiv Lipper Fund Award in the High Yield Fixed Income category for the three- and five-year periods out of a classification total of 57 and 49 funds, respectively, for the period ending July 31, 2020. The corresponding Lipper Leader Consistent Return ratings of the fund for the same period are as follows: N/A (one year), 5 (three years) [546 funds], 5 (five years) [367 funds], and N/A (10 years).

The fund’s performance for the period ending October 31, 2020 is 20.3% (one year), 9.6% (three years), 8.2% (five years), N/A (10 years) and 6.9% (since inception January 8, 2015).

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. The highest 20% of funds in each category are named Lipper Leaders and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. Lipper Leader Ratings are subject to change monthly. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

The AGF U.S. Small-Mid Cap Fund (MF Series):

The AGF U.S. Small-Mid Cap Fund (MF Series) was awarded the 2020 Lipper Fund Award in the US Small/Mid Cap Equity category for the 3- and 5-year periods out of a classification total of 253 and 231 funds, respectively, for the period ending July 31, 2020. The corresponding Lipper Leader Consistent Return ratings of the fund for the same period are as follows: N/A (one year), 5 (three years) [445 funds], 5 (five years) [293 funds], and 2 (10 years) [105 funds].

The fund’s performance for the period ending October 31, 2020 is 29.9% (one year), 18.5% (3 three years), 15.1% (5 five years), 14.5% (10 years) and 10.6% (since inception June 16, 1993).

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. The highest 20% of funds in each category are named Lipper Leaders and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. Lipper Leader Ratings are subject to change monthly. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

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