AGF Investments Launches AGF Enhanced U.S. Income Plus Fund
February 28 2025 - 6:30AM
AGF Investments Inc. (AGF Investments) (TSX:AGF.B) today
announced the launch of AGF Enhanced U.S. Income Plus Fund, an
alternative mutual fund that seeks to provide long-term capital
appreciation and generate a high level of consistent income by
investing in U.S. equity securities and employing dynamic options
strategies such as put writing and covered call writing. The Fund
may also use leverage, primarily through the use of derivatives.
“Investors are seeking products that have the
potential to provide higher income with lower volatility,” said
Meaghan Kelly, Chief Marketing & Product Officer. “We believe
alternative strategies, including flexible option writing
strategies, are well-suited to meet this need.”
AGF Enhanced U.S. Income Plus Fund
offers:
- Enhanced Monthly Income: Aims to pay a high
fixed monthly target distribution.*
- Alternative Strategy: Seeks to enhance yield
while mitigating volatility using a flexible option writing
strategy and the ability to incorporate leverage.
- Portfolio Diversification: Potential to
deliver a lower correlation to traditional asset classes through a
differentiated strategy.
* The target distribution is not guaranteed, may be
adjusted from time to time at the discretion of the fund manager
and may vary from payment to payment.
Fund Details
Fund Name |
Fundserv Code |
Currency |
Series |
Load Type |
AGF Enhanced U.S. Income Plus Fund |
AGF739 |
CAD |
MF |
FE |
AGF Enhanced U.S. Income Plus Fund |
AGF539 |
USD |
MF |
FE |
AGF Enhanced U.S. Income Plus Fund |
AGF5046 |
CAD |
F |
NL |
AGF Enhanced U.S. Income Plus Fund |
AGF5146 |
USD |
F |
NL |
|
|
|
|
|
About AGF Management Limited
Founded in 1957, AGF Management Limited (AGF) is an
independent and globally diverse asset management firm. Our
companies deliver excellence in investing in the public and private
markets through three business lines: AGF Investments, AGF Capital
Partners and AGF Private Wealth.
AGF brings a disciplined approach, focused on
incorporating sound, responsible and sustainable corporate
practices. The firm’s collective investment expertise, driven by
its fundamental, quantitative and private investing capabilities,
extends globally to a wide range of clients, from financial
advisors and their clients to high-net worth and institutional
investors including pension plans, corporate plans, sovereign
wealth funds, endowments and foundations.
Headquartered in Toronto, Canada, AGF has
investment operations and client servicing teams on the ground in
North America and Europe. With over $54 billion in total assets
under management and fee-earning assets, AGF serves more than
815,000 investors. AGF trades on the Toronto Stock Exchange under
the symbol AGF.B.
About AGF Investments
AGF Investments is a group of wholly owned
subsidiaries of AGF Management Limited, a Canadian reporting
issuer. The subsidiaries included in AGF Investments are AGF
Investments Inc. (AGFI), AGF Investments America Inc. (AGFA), AGF
Investments LLC (AGFUS) and AGF International Advisors Company
Limited (AGFIA). The term AGF Investments may refer to one or more
of these subsidiaries or to all of them jointly. This term is used
for convenience and does not precisely describe any of the separate
companies, each of which manages its own affairs.
AGF Investments entities only provide investment
advisory services or offers investment funds in the jurisdiction
where such firm and/or product is registered or authorized to
provide such services.
AGF Investments Inc. is a wholly-owned subsidiary
of AGF Management Limited and conducts the management and advisory
of mutual funds in Canada.
This information is not intended to provide legal,
accounting, tax, investment, financial, or other advice, and should
not be relied upon for providing such advice. Commissions,
trailing commissions, management fees and expenses all may be
associated with investment fund investments. Please read the
prospectus before investing. Investment funds are not guaranteed,
their values change frequently and past performance may not be
repeated.
Media Contact
Amanda MarchmentDirector, Corporate
Communications416-865-4160amanda.marchment@agf.com
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