Both companies are signatories to the Principles for Responsible Investment, which are recognized by the United Nations. AGF values CSAM CIG’s approach to ESG, which is incorporated into their loan analysis and portfolio construction procedures.
Although the AGF Floating Rate Income Fund is not an ESG or SRI strategy, ESG elements and considerations are incorporated into the fundamental research process when analyzing and investigating stocks within the strategy’s framework.
Aside from serving as the portfolio manager, AGF will also oversee currency management for the AGF Floating Rate Income Fund.
Management costs for the AGF Floating Rate Income Fund (Series F, Series FV, Series Q, and Series W), AGF Global Real Assets Fund (Series F), and AGF Global Real Assets Class (Series F) will be decreased as of August 1, 2022, in the following ways:
- For AGF Floating Rate Income Fund, the management fee changes for Series F and FV will be from 0.95% to 0.65%, and Series Q and W will be changed from 0.80% to 65% (maximum).
- For AGF Global Real Assets Fund, the management fee change for Series F will be from 1.00% to 0.70%.
- For AGF Global Real Assets Class, the management fee change for Series F will be from 1.00% to 0.70%.
