AGF Global Sustainable Growth Equity Fund (AGPRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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AGF Global Sustainable Growth Equity Fund
Boston, MA 02110
230 Congress Street, Floor 5
QuantShares
(617) 292-9801
Management information
,Lead manager since 28 February 2023
Mr. Bané, Co-Portfolio Manager, manages investment portfolios for AGFI and also provides input on sustainability and ESG issues across the AGF investment teams. Mr. Bané served as an associate portfolio manager at AGFI from 2020 to 2023 and as an analyst at AGFI from 2017 until 2020. Prior to joining AGFI, Mr. Bané worked in ESG Research at MSCI Inc. and served as an assistant manager at the National Stock Exchange of India. Mr. Bané is a CFA charter holder and received his Master of Science in Finance from the Beedie School of Business at Simon Fraser University
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Growth
Fund familyAGF Investments America Inc
Net assets1.18M
YTD return2.86%
Yield0.12%
Morningstar rating★★
Inception date14 Nov 2017
Fund operations
Last dividend0.02
Last cap gain12.00
Holdings turnover50.00%
Average for categoryN/A
Fees and expenses
ExpenseAGPRXCategory average
Annual report expense ratio (net)0.80%1.12%
Prospectus net expense ratio0.80%N/A
Prospectus gross expense ratio15.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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