(As of 4/30/2026)

AGF Elements Conservative Portfolio Class Ser FV

(Global Fixed Income Balanced)
Inception Return
(11/19/2019)
4.96 %
YTD Return 3.00 %
NAVPS
(6/5/2026)
$26.04
Change ($0.34) / -1.28 %
Growth of $10,000 (As of April 30, 2026)
MER 1.24 %
Assets ($mil) -
Rank (1Yr) 344/961
Std Dev (3Yr) 5.43 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Partially Open
 
Objective
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.
Fund Manager

AGF Investments Inc.

Portfolio Manager

AGF Investments Inc.

Sub-Advisor
-
 
Asset Allocation
(As of April 30, 2026)
Sector Allocation
(As of April 30, 2026)
Geographic Allocation
(As of April 30, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
AGF Total Return Bond Fund MF SeriesForeign BondsFixed IncomeMulti-National24.61%
AGF Fixed Income Plus Fund MF SeriesDomestic BondsFixed IncomeCanada21.67%
AGF Canadian Dividend Income Fund MFCanadian EquityMutual FundCanada9.94%
AGF American Growth Fund Mutual Fund SeriesUS EquityMutual FundUnited States6.04%
AGF Global Dividend Fund Mutual Fund SeriesInternational EquityMutual FundMulti-National5.95%
AGF Global Corporate Bond Fund MFDomestic BondsFixed IncomeCanada3.95%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada3.46%
Government of United States of America 4.13% 15-Feb-2036Foreign BondsFixed IncomeUnited States3.05%
AGF Global Sustainable Growth Equity Fund MFInternational EquityMutual FundMulti-National2.98%
AGF Global Real Assets Fund Mutual Fund SeriesOtherMutual FundMulti-National2.91%

Performance Data (As of April 30, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.17 1.33 2.45 3.00 10.65 7.95 4.78 -   
Benchmark 0.82 0.74 -0.67 1.07 7.28 6.85 3.33 4.21
Quartile Ranking 2 2 2 1 2 2 1 -

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 7.51 11.06 6.05 -7.99 5.63 7.54 -      -      -      -     
Benchmark 6.36 11.56 6.74 -11.13 -0.49 9.09 6.30 5.53 3.81 0.39
Quartile Ranking 2 1 4 1 1 2 - - - -

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