Key stats
About AGF TOTAL RETURN BOND FUND
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Inception date
Feb 27, 2024
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
AGF Investments, Inc.
The fund seeks to maximize total return by operating with a 'go-anywhere' mandate, enabling it to capitalize on attractive fixed-income opportunities globally. The goal is to provide interest income and capital appreciation through a diversified portfolio of debt securities issued by governments and other entities worldwide. Employing a dual-pronged strategy, the portfolio manager selects individual bonds through bottom-up analysis, relying on proprietary credit research to identify promising investments. Simultaneously, the fund employs a top-down approach to allocate resources across countries and categories, as well as to manage duration effectively. Investments may include sub-investment grade securities. By offering exposure to a variety of fixed-income securities, including high-yield, convertible, and emerging market bonds, the fund seeks to provide investors with the potential for higher yields compared to traditional bonds while spreading risk across different sectors and geographies.
Classification
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