Transcription of AGF Global Select Fund
1 AGF Global Select Fund EquitySeries MFAs of July 31, 2022~MER as of March 31, 2022. AGF may, in its discretion, temporarilywaive some or all of the expenses of the Fund, which will result in areduction in the MER. AGF may cease to offer any such waiver atany time without distribution is not guaranteed, may be adjusted from time totime at the discretion of the fund manager and may vary frompayment to payment. Amount shown, if any, is the most recentdistribution amount. Cash is not : numbers may not add up to 100% because of MF1 Please refer to for distribution CodesFEFQWC$ MF79580812571451US$ MF495708 Fund DetailsFund type: Global EquityFund start date:February 15, 1996 Total netassets:$2, ~:Risk profile:LowMedHighTony GenuaAGF Investments Mix AmericaSector & Cash EquivalentsTop 10 Holdings Total Petroleum Energy Group Brands Hotels & James USA of $10,000 Invested February 29, 1996$0$8,900$17,800$26,700$35,600$44,500 $53,400$62,300$71,200$80,100$89,000$70,1 5519962022 Annual Returns (%) Annual Compound Returns (%)1 ^ ^ Performance start date as of February 21, processA bottom-up earnings growth momentum investment style, looking at a company's revenue,earnings, profitability, earnings quality, growth potential, as well as industry and country strength.
2 Reasons to invest in this fundThe Fund offers concentrated exposure to Global equities focusing on innovation to identifycompanies that exhibit exceptional product development and corporate leadership. For investors looking to complement an existing Global equity core portfolio and participate in thegrowth potential of Global June 1, 2022, you are no longer able to purchase securitiesof the fund under the deferred sales charge (DSC) option or low loadoption. If you acquired securities of the fund under the DSC option orlow load option prior to June 1, 2022, your redemption schedulecontinues to apply as described. Switches between AGF funds withinthe same sales charge option are still Global Select Fund EquitySeries MFAs of July 31, 2022 The investment team seeks out leading and emerging growth companies in each investment team starts off every day with a white sheet of paper, taking an objective look at all the stocksin each portfolio.
3 They must be willing to buy a stock each and every day - otherwise the stock issold. This approach allows the team to remain objective when seeking to identify and invest inmarket leaders of DescriptionTony GenuaSenior Vice-President and Portfolio ManagerExperience managing investments in a varietyof mandatesIndustry experience since 1978 Risk Return3-YRReturn (%) (standard deviation)AGF Global Select FundPeerSource: Morningstar as of June 30, Group is represented by Global Equity. For moreinformation, visit 2021 Morningstar. All Rights Reserved. The information, data,analyses and opinions contained here in (1) include theconfidential and proprietary information of Morningstar, (2)may include, or be derived from, account informationprovided by your financial advisor which cannot be verified byMorningstar, (3) may not be copied or redistributed, (4) donot constitute investment advice offered by Morningstar, (5)are provided solely for informational purposes and thereforeare not an offer to buy or sell a security, and (6) are notwarranted to be correct, complete or asotherwise required by law, Morningstar shall not be for anytrading decisions, damages or other losses from, or relatedto, this information, data, analyses or opinions or report is supplemental sales literature.
4 If applicableit must be preceded or accompanied by a prospectus orequivalent, and disclosure more information, contact:AGF Client ServicesToll Free: 1-800-268-8583 Referencestospecificsecuritiesarepresent edtoillustratetheapplicationofourinvestm entphilosophyonlyanddonotrepresentalloft hesecuritiespurchased, , , based on the information provided ,trailingcommissions, ,redemption, ,theirvalueschangefrequentlyandpast performance may not be expected to consult their advisor to determine suitability for their investment objectives and consent of AGF to offer Series F ,aHousehold(whichmayconsistofasingleinve stor)mustmeettheminimuminvestmentrequire mentsof:(i)atleast$100,000inoneeligiblem utualfund;or(ii)atleast$250,000inHouseho ldassetsacrossmultipleeligiblefunds, sdiscretionanddependonanumberoffactors,i ncludingthesizeoftheinvestment, level discounts apply only to the dollar amount(s) grouped in each particular Global Select Fund EquitySeries MFAs of July 31, 2022 FundGradeA+ isusedwithpermissionfromFundataCanadaInc .
5 , + bestofthebest + ,measuredbySharpeRatio,SortinoRatio, , ;thenext20%offundsearnaBGrade;thenext40% offundsearnaCGrade;thenext20%offundsrece iveaDGrade;andthelowest10% , + usesaGPA-stylecalculation,whereeachmonth lyFundGradefrom A to E receivesascorefrom4to0, + , accuracy and reliability of the data contained herein, the accuracy is not guaranteed by , +startdatewas 1/31/2012 and the FundGrade A+ end date was 12/31/2021. The "AGF" logo is a registered trademark of AGF Management Limited and used under more information, contact:AGF Client ServicesToll Free: 1-800-268-8583