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Security Profile
- Security Type
- Index ETF
- CUSIP
- 351680756
Fund Description: AGFiQ Global Infrastructure ETF is an actively managed exchange-traded fund or Actively Managed ETF which is a separate investment portfolio of the AGF Investments Trust, formerly, FQF Trust, an open-end investment management company. <p> INVESTMENT OBJECTIVE: AGFiQ Global Infrastructure ETF seeks to provide long-term capital appreciation. The Fund is an actively managed ETF and thus, does not seek to replicate the performance of a specific index, but rather uses an active investment strategy to meet its investment objective. <p> FUND STRATEGY: The Fund, under normal circumstances, invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of infrastructure-related companies located throughout the world. A company is considered to be an infrastructure-related company if it derives at least 50% of its revenues or earnings from, or devotes at least 50% of its assets to, infrastructure-related activities. Infrastructure refers to the systems and networks of energy, transportation, communication, utilities and other services required for the normal operation, function, growth or development of a community or economy. Infrastructure assets are physical structures and networks that provide these necessary services, including, for example, transportation assets (e.g., roads and bridges), energy assets (e.g., oil and gas pipelines), utility assets (e.g., electric, gas and water distribution facilities and networks), social assets (e.g., hospitals and schools) and communications assets (e.g., communication towers, satellites and communication networks). Infrastructure-related investments include equity securities of companies that finance any infrastructure assets or projects, which may include real estate investment trusts. The Fund generally invests in shares of companies located throughout the world, including in the United States. Under normal market conditions, the Fund will invest at least 40% of its net assets, unless market conditions are deemed unfavorable by the Adviser (and in all cases, at least 30% of its net assets), in companies that are economically tied to non-U.S. countries, including by being organized outside of the United States or conducting substantial business outside of the United States. The Fund will normally maintain investments in companies economically tied to a minimum of three countries, one of which may be the United States. <p> FUND MANAGEMENT: AGF Investments LLC serves as Advisor to the Fund.
Company Contact
- Headquarters
- 4800 Montgomery Lane, Suite 150, Bethesda, MD 20814
- Phone
- 877-843-3831