Increase in Assets Under Management (AUM) and Fee-Earning Assets
AUM and fee-earning assets were $53.5 billion at the end of Q2, up 12% from a year ago. The SMA and ETF business saw a 54% year-over-year increase in AUM to $2.8 billion.
Mutual Fund Provider of the Year Award
AGF Investments won the Mutual Fund Provider of the Year Award at the 2025 Wealth Professional Awards ceremony, highlighting the company's innovative product lineup and dedication to client value.
Strong Performance in Mutual Funds
AGF Investments retail mutual fund business reported net sales of $65 million in the quarter, outpacing the Canadian mutual fund industry. Mutual fund AUM was $31 billion, up 15% year-over-year.
Solid Financial Metrics
Adjusted diluted EPS was $0.39. The Board declared a $0.125 per share dividend for Q2 of 2025.
Growth in ETF and SMA AUM
The AUM in ETF and SMA categories has grown 41% on a compounded basis over the last 2 years, with notable performance from the U.S. listed market-neutral anti-beta ETF.