Toronto-based AGF Investments Inc. has made changes to some products geared to high net-worth investors. Among these changes is a new qualification for clients to access AGF Gold Label, the firm’s preferred fee level.

Client families can now access AGF Gold Label pricing with $250,000 in aggregate household assets invested in the program’s Series Q or Series W, or a combination of the two. This new requirement became effective on June 13.

Previously, clients had to have a minimum of $100,000 invested in either or both of these programs on an individual basis to qualify for the preferred fee level. Now, families can qualify for the discount with lower level of total assets on an aggregate basis.

AGF Investments has also made portfolio management changes to two funds within its Harmony Pool lineup, which is also targeted to affluent investors.

Toronto-based Manulife Asset Management Ltd. will no longer be involved in managing Harmony Canadian Equity Pool. AGF Investments, Toronto-based Connor, Clark and Lunn Investment Management Ltd. and Highstreet Asset Management Inc. of London, Ont. will continue to be co-managers of the pool.

Changes have also been made to the portfolio management teams for Harmony Overseas Equity Pool. Harding Loevner LP of Bridgewater, N.J. will no longer involved in managing the fund. AGF and Barrow, Hanley, Mewhinney and Strauss LLC, of Dallas will continue to manage the pool.

“We are committed to improving and evolving our product solutions for our high-net-worth clients,” says Kevin McCreadie, president and chief investment officer, AGF Investments, in a statement released Tuesday. “These changes ensure we have an optimal combination of portfolio managers and purchase options to meet the distinct investment needs of this segment of investors.”

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