AGF Funds

    213

    Funds Group: AGF Funds
    Management Company: AGF Investments America Inc. (AGFA)
    Funds Affected: AGF Global Sustainable Growth Equity Fund
    Principal Sustainable Investment Strategy: Thematic Investing, Exclusions
    Summary:
    The fund invests in securities of companies that AGFA believes are positively exposed to sustainable investment themes.  AGFA has identified a number of sustainable investment themes that are consistent with the environmental concept of sustainable development, which, as defined in a 1987 report of the World Commission on Environment and Development, is economic development that meets the needs of current generations without compromising the ability of future generations to meet theirs. Examples of these sustainable investment themes may include Energy and Power Technologies, Waste Management and Pollution Control, Water and Waste Water Solutions and Environmental Health and Safety. The sustainable investment themes are not necessarily limited to the examples provided above and may change over time based on AGFA’s research. The fund does not generally expect to invest in companies that are fossil fuel producers. Additionally, the fund can be expected to emphasize investments in sectors such as Industrials that tend to include companies that are positively exposed to sustainable investment themes and may have a reduced weighting to other sectors such as Financials that are traditionally less exposed to sustainable investment themes. Within this framework, AGFA looks for companies that possess proven management, proprietary and strategic advantages and financial strength.