Hot on the heels of acquiring $276 million in mutual fund assets from ING Investment Management Inc., Toronto-based AGF Management Ltd. has launched two new funds. AGF Dividend Income Fund, created from the assets of the newly acquired ING flagship fund of the same name, and AGF U.S. Risk-Managed Class are the newest additions to the firm’s product lineup. The dividend fund, which invests in high-dividend-yielding shares and money-market instruments, will continue to be managed by ING’s Marc-André Robitaille and David Tremblay. U.S. Risk-Managed Class invests in securities of established U.S. firms and is subadvised by INTECH, a U.S.-based manager. Commissions for both funds are 0%-6% for front-end, 2.5% for low-load and 4.9% for deferred sales charges. Redemption fees are 3% in the first year of the low-load schedule, or 5.5% in the first year and zero in Year 7 of the DSC schedule. Trailing commissions are 1% for front- and low-load shares, or 0.5% for DSC units. Management fees are 1.75% (up from 1.5% when the fund was with ING) or 1% for F-class shares for the dividend fund. Management fees of U.S. Risk-Managed Class are 2%, or 1%
for F-class shares. Minimum investment for both funds is $100. The remaining 11 ING funds acquired by AGF have been merged into existing AGF funds. Fees and commissions are unchanged.
AGF introduces two new funds
- By: Lara Hertel
- August 31, 2005 June 1, 2019
- 10:58