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34.402
+0.070
+0.20%
- Morningstar Rating:
- Total Assets: 107.18M
AGF Elements Conservative Portfolio Cl F
34.402
+0.070
+0.20%
- Overview
- Profile
- Historical Data
- Holdings
Agf Elements Conservative Portfolio Cl F Overview
On this page you'll find an in-depth profile of Agf Elements Conservative Portfolio Cl F. Learn about the key management, total assets, investment strategy and contact information of 0P0000KL0I among other information.
Investment Strategy
The Portfolio Class’ objective is to provide long-term returns with lower risk by investing primarily in a diversified mix of income, bond, money market and equity mutual funds. To achieve these objectives, the Portfolio manager generally allocates the Portfolio Class’ assets among underlying funds, which are primarily managed by AGF Investments or an AGF Investments affiliate. AGF Investments has set, and will review quarterly, target dynamic allocations between income, bond, money market and equity funds for the Portfolio Class, consistent with the Portfolio Class’ investment objective. The target asset mix is 40% equities and 60% fixed income. AGF Investments may review and adjust the target allocation at any time at its sole discretion, depending on economic conditions and the relative value of equity and fixed-income securities. AGF Investments typically will keep the weighting for each asset class within 10% above or below the amounts set out above.
Contact Information
Address
TD Bank Tower, 66 Wellington Street West, Suite 3100
Toronto,ON
Canada
Toronto,ON
Canada
Phone
-
Web
www.agf.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David G. Stonehouse | Director | 2018 | Now |
| Biography | David Stonehouse has many years experience managing both fixed-income and balanced portfolios. David was previously Director, Fixed Income and Portfolio Manager with Acuity Investment Management Inc. Prior to joining Acuity, David was a senior analyst specializing in Canadian equities at a major Canadian pension plan and worked in the telecommunications industry specializing in financial analysis. He received a B.Sc. in Applied Science from Queen’s University, an MBA in Finance and Accounting from McMaster University and is a CFA charterholder. | ||
| Peter J. Frost | Vice President | 2014 | 2018 |
| Biography | Peter’s investment philosophy is founded on the principle that wealth is created by investing in companies with attractive valuations that are expected to have strong long-term earnings growth. For two decades, Peter has managed equity and balanced mandates for both retail and institutional clients. His experience includes six years in pension consulting, two years at a large, bank-owned wealth management firm and nine years as a portfolio manager at a leading Canadian money management firm. He earned his MBA from the University of Dallas and is a CFA charterholder. | ||
| Management Team | - | 2012 | 2014 |
| Biography | Team Managed | ||
| Martin Hubbes | Other Executives | 2009 | 2012 |
| Biography | Martin Hubbes, CFA, was named chief investment officer in June 2005. After joining the company in 1992 as an investment analyst, Martin was appointed managing director of AGF Management (Deutschland) GmbH in Berlin the following year. He returned to Canada in 1994 and became lead portfolio manager of AGF Canadian Stock Fund in 1996. In addition to this mandate, Martin is the lead manager of AGF Canada Class and co-manager of AGF Global Health Sciences Fund. He was the lead manager of AGF Canadian Growth Fund, which merged in 1998 with AGF Canadian Equity Fund to form AGF Canadian Stock Fund. | ||
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