Press Releases

AGF Announces Changes to Product Lineup

May 20, 2015 • Products

Securityholder meetings to be held on June 25, 2015

AGF Investments Inc. (AGF) today announced a series of changes to simplify and strengthen our product line-up.

“As part of the annual review of our product lineup, we are making changes to improve efficiencies and address the product needs of our clients,” said Gordon Forrester, Executive Vice-President, Product and Marketing and Head of Retail, AGF Investments Inc.

Fund Name and Strategy Changes

The following fund name and strategy changes will take place, effective today:

  • AGF Global Aggregate Bond Fund has been renamed AGF Global Bond Fund
  • AGF Clean Environment Equity Fund has been renamed AGF Global Sustainable Growth Equity Fund

To provide investors with greater transparency, the strategy for AGF Global Sustainable Growth Equity Fund has changed to reflect the Fund’s mandate of supporting sustainability themes, including not investing in certain sectors such as fossil fuel producers.

As well, the AGF Asset Allocation Committee has conducted an initial review of the asset allocation for AGF Emerging Markets Balanced Fund and AGF World Balanced Fund.

As part of their first review of AGF Emerging Markets Balanced Fund and AGF World Balanced Fund, the Committee has recommended that the Funds move from a static asset allocation to a dynamic asset allocation.

With the AGF Asset Allocation Committee reviewing and recommending the asset allocation of AGF World Balanced Fund, AGF International Advisors Company Limited is being removed as portfolio advisor of the Fund. AGF will remain the portfolio manager on the Fund with Stephen Way, CFA, Senior Vice-President and Portfolio Manager managing the equity portion and Jean Charbonneau, MBA, Senior Vice-President and Portfolio Manager managing the fixed-income portion.

AGF Announces Securityholder Meetings for June 25, 2015

AGF also announced special securityholder meetings on June 25, 2015 to vote on the proposed mergers of the following funds:

  • AGF Traditional Balanced Fund into AGF Traditional Income Fund
  • AGF Canadian Resources Class into AGF Global Resources Class

AGF Traditional Income Fund will offer a lower MER to investors of AGF Traditional Balanced Fund. As well, these mergers are a part of an overall product review that aims to eliminate duplicate fund offerings and provide investors with a simplified product lineup that is easier to understand.

Full details about the mergers will be provided to current investors and may be obtained by prospective investors from AGF prior to the meetings. Subject to securityholder and regulatory approval, the mergers will take effect on or about June 26, 2015.

Details on the time and location of the special securityholder meetings are included in the notice of meetings and management information circular to be mailed to securityholders and are also available on SEDAR at or by contacting AGF directly at 1-800-268-8583.

About AGF Management Limited

AGF Management Limited is one of Canada's premier independent investment management firms with offices across Canada and subsidiaries around the world. AGF's products include a diversified family of mutual funds, mutual fund wrap programs and pooled funds. AGF also manages assets on behalf of institutional investors including pension plans, foundations and endowments as well as for private clients. With over $35 billion in total assets under management, AGF serves more than one million investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

Media Contact

Pamela Marchant
Vice-President, Marketing & Communications


Media Contact

Amanda Marchment
Director, Corporate Communications
Phone: 416-865-4160

Karrie Van Belle
SVP, Head of Marketing and Communications
Phone: 416-865-4320

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