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AGF Launches New Series FV for Fee-Based Accounts

October 3, 2018 • Announcements

Builds on firm’s commitment to deliver products and solutions for all types of clients

AGF Investments Inc. (AGF) today announced the expansion of its tax-efficient cash flow series* line-up to fee-based platforms. Effective on or about November 2, AGF will launch 24 Series FV strategies and expand its existing Series V lineup with the introduction of four additional Series V (embedded commission) for existing funds.

“We continually review our line-up to ensure we have the best representation of our strengths, while providing our clients with the choice and diversity needed to adapt to the evolving regulatory landscape and market environments,” said Florence Narine, Senior Vice-President, Head of Product, AGF. “Our new fee-based series aims to round out our fee based offerings to address evolving business models while also meeting an increasing demand for tax efficient income from investors.” 

At AGF Series T and V may distribute, in whole or in part, return of capital (ROC), which is generally not immediately taxable.

Series FV Launch

Fund Name
AGF American Growth Class
AGF Canadian Growth Equity Fund (formerly AGF Canadian Stock Fund)
AGF Canadian Large Cap Dividend Class
AGF Canadian Large Cap Dividend Fund
AGF Elements Balanced Portfolio
AGF Elements Balanced Portfolio Class
AGF Elements Conservative Portfolio Class
AGF Elements Growth Portfolio
AGF Elements Growth Portfolio Class
AGF Elements Yield Portfolio
AGF Elements Yield Portfolio Class
AGF Equity Income Focus Fund
AGF European Equity Class
AGF Floating Rate Income Fund
AGF Global Convertible Bond Fund
AGF Global Dividend Class
AGF Global Dividend Fund
AGF Global Equity Class
AGF Global Strategic Balanced Fund (formerly AGF Global Balanced Fund)
AGF Income Focus Fund
AGF Strategic Income Fund (formerly AGF Canadian Asset Allocation Fund)
AGF Total Return Bond Class
AGF Total Return Bond Fund
AGFiQ Dividend Income Fund (formerly AGF Dividend Income Fund)

Series V Expansion

The expansion of Series V will provide tax-efficient, cash flow options across a wider range of AGF product offerings.

Fund Name
AGF Elements Yield Portfolio
AGF Equity Income Focus Fund
AGF Total Return Bond Class
AGF Total Return Bond Fund

About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and private client businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.

AGF has investment operations and client servicing teams on the ground in North America, Europe and Asia. With nearly $39 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

Amanda Marchment
Director, Corporate Communications
416-865-4160
amanda.marchment@agf.com  

  *Monthly distributions on Series V and Series FV shares may generally be a return of capital so long as there is sufficient capital attributable to the relevant series. Please read the prospectus before investing.

MEDIA

Media Contact

Amanda Marchment
Director, Corporate Communications
Phone: 416-865-4160
Email: amanda.marchment@agf.com

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