(As of 12/31/2025)

AGF Global Conservative Portfolio Fund Series P

(Global Fixed Income Balanced)
Inception Return
(7/6/2022)
9.85 %
YTD Return 8.65 %
NAVPS
(1/23/2026)
$31.46
Change ($0.05) / -0.15 %
Growth of $10,000 (As of December 31, 2025)
MER 0.36 %
Assets ($mil) $218.06
Rank (1Yr) 242/978
Std Dev (3Yr) -
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Restricted
 
Objective
The Portfolio Fund’s objective is to provide long-term returns with lower risk by investing primarily in a globally diversified mix of income, bond, money market and equity mutual funds.
Fund Manager

AGF Investments Inc.

Portfolio Manager

David G. Stonehouse, AGF Investments Inc.

Sub-Advisor
-
 
Asset Allocation
(As of December 31, 2025)
Sector Allocation
(As of December 31, 2025)
Geographic Allocation
(As of December 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
AGF Fixed Income Plus Fund Series OOtherMutual FundCanada21.94%
AGF Total Return Bond Fund MF SeriesForeign BondsFixed IncomeMulti-National19.97%
AGF Global Equity Fund Mutual Fund SeriesInternational EquityMutual FundMulti-National14.95%
AGF Canadian Dividend Income Fund MFCanadian EquityMutual FundCanada9.97%
AGF Global Select Fund Mutual Fund SeriesInternational EquityMutual FundMulti-National7.96%
AGF Global Corporate Bond Fund MFDomestic BondsFixed IncomeCanada6.98%
AGF U.S. Sector Fund Series MFUS EquityMutual FundUnited States5.96%
AGF US Market Neutral Anti-Beta CAD-Hdg ETF (QBTL)OtherExchange Traded FundUnited States4.07%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada3.25%
AGF Systematic Global Infrastructure ETF (QIF)International EquityExchange Traded FundMulti-National2.97%

Performance Data (As of December 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.70 0.54 4.70 8.65 8.65 10.09 -    -   
Benchmark -1.50 -0.74 3.72 6.36 6.36 8.19 2.29 3.63
Quartile Ranking 3 3 2 1 1 1 - -

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 8.65 14.21 7.52 -      -      -      -      -      -      -     
Benchmark 6.36 11.56 6.74 -11.13 -0.49 9.09 6.30 5.53 3.81 0.39
Quartile Ranking 1 1 3 - - - - - - -

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