AUM, trust company’s assets also see significant increases
Advisor change adds value to AGF’s largest mandate
Changes made to Advantage benchmarks and timing of quarterly rebalancing
Unitholders approve changes
Declaration of trust amended
Gross sales of mutual funds increase 76.9%
Wilshire Associates’ evaluation sparks changes to strategic asset allocations
Proposes mergers of Harmony Portfolios
Fund-of-fund products finds success with commitment to performance
Fund company chooses manager with disciplined investment style