(As of 5/31/2026)

AGF Multi-Asset Conservative Income Pf MF

(Global Fixed Income Balanced)
Inception Return
(11/28/2005)
3.99 %
YTD Return 2.87 %
NAVPS
(6/9/2026)
$7.91
Change $0.02 / 0.22 %
Growth of $10,000 (As of May 31, 2026)
MER 2.08 %
Assets ($mil) -
Rank (1Yr) 873/956
Std Dev (3Yr) 4.46 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 6.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The Fund’s objective is to achieve high current income by investing primarily in a diversified mix of income, bond and equity funds that may include exposure to income trusts, royalty trusts and REITs.
Fund Manager

AGF Investments Inc.

Portfolio Manager

David Stonehouse, AGF Investments Inc.

Stephen Duench, AGF Investments Inc.

Tom Nakamura, 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 Fixed Income Plus Fund MF SeriesDomestic BondsFixed IncomeCanada29.62%
AGF Total Return Bond Fund MF SeriesForeign BondsFixed IncomeMulti-National25.51%
AGF Global Dividend Fund Mutual Fund SeriesInternational EquityMutual FundMulti-National11.65%
AGF Canadian Dividend Income Fund MFCanadian EquityMutual FundCanada7.60%
AGF Global Corporate Bond Fund MFDomestic BondsFixed IncomeCanada7.05%
AGF Credit Opportunities Fund Series YForeign BondsFixed IncomeMulti-National5.00%
AGF Global Convertible Bond Fund MF SeriesForeign BondsFixed IncomeCanada4.08%
AGF US Market Neutral Anti-Beta CAD-Hdg ETF (QBTL)OtherExchange Traded FundUnited States2.89%
AGF Enhanced U.S. Equity Income Fund Series MFUS EquityMutual FundUnited States2.56%
Kensington Private Equity Fund Class FOtherMutual FundMulti-National2.32%

Performance Data (As of May 31, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.45 0.23 2.05 2.87 6.42 6.60 2.99 3.14
Benchmark 2.66 1.46 2.21 3.76 9.55 8.35 4.05 4.12
Quartile Ranking 4 4 4 4 4 4 4 4

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 5.05 7.96 4.43 -7.54 2.96 4.74 7.29 -1.89 4.04 3.16
Benchmark 6.36 11.56 6.74 -11.13 -0.49 9.09 6.30 5.53 3.81 0.39
Quartile Ranking 4 4 4 1 4 4 4 2 3 3

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