AGF Elements Portfolio Enhancements

By: AGF • July 15, 2021
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We’ve recently made some enhancements to AGF Elements Portfolios designed to provide additional flexibility to seek out opportunities for additional returns and portfolio diversification.

AGF Elements Enhancements Overview

AGF has recently implemented a dedicated ETF sleeve comprised of third-party ETFs. This will enable the portfolio management team to:

  • better execute portfolio level allocation targets across regions, asset classes and investment styles, specific to each portfolio
  • have greater flexibility to make inter-quarter tactical adjustments across asset classes for short-term opportunities, changing market conditions and to deploy capital across secular themes

The Portfolios will also continue to be rebalanced quarterly to capitalize on long-term, strategic opportunities.

This new ETF sleeve, combined with the existing flexibility to allocate to liquid alternatives, can provide additional options to manage risk, generate income and seek new opportunities for long-term growth.

Dedicated ETF Sleeve

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Hypothetical example for illustrative purposes only.

Managed Solutions Remain a Top Seller

Managed solutions remain one of the top-selling mutual fund categories posting net sales of $4.5 billion throughout May 2021 and $33.3 billion in net inflows year-to-date1. With one trade, investors can benefit from multiple layers of diversification by asset class, investment style, market capitalization, region and sectors. Investors also gain access to professional oversight, regular rebalancing and exposure to investment opportunities that can be difficult to access for some investors such as alternative asset classes and strategies.

Proudly delivering actively managed, diversified one-ticket solutions for over 15 years

Launched in 2005 and having grown to over $5.2 billion in assets under management2, AGF Elements Portfolios draw on the expertise of the investment teams of the underlying AGF mutual funds and ETFs, as well as the AGF Asset Allocation Committee. We offer a range of portfolios designed to cater to a variety of investor objectives ranging from income and capital preservation to maximizing long-term growth.

Learn more about AGF Elements and our complete range of managed solutions.

1 Source: Investor Economics Insight Monthly Update June 2021 in Canadian dollars.
2 Source: AGF Investments in Canadian dollars.

This document is intended for advisors to support the assessment of investment suitability for investors. Investors are expected to consult their advisor to determine suitability for their investment objectives and portfolio.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and ETF investments. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed; their values change frequently and past performance may not be repeated. Market conditions may change impacting the composition of a portfolio. AGF Investments Inc. assumes no responsibility for any investment decisions made based on the information provided herein.

® The “AGF” logo and ® “AGF Elements”, and “Elements” are registered trademarks of AGF Management Limited and used under licence.

Publication Date: July 15, 2021.

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