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AGF Investments Unveils 2025 Estimated Reinvested Capital Gains for ETF Suite

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  Published in Stocks and Investing on Monday, November 17th 2025 at 8:37 GMT by Toronto Star

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AGF Investments Announces Estimated 2025 Annual Reinvested Capital Gains Distributions for its ETF Suite
Published on The Star via Globe Newswire – November 2024

AGF Investments, one of Canada’s largest independent asset‑management firms, has released its first set of estimated capital‑gain distribution figures for the 2025 calendar year. The announcement, made through a Globe Newswire press release and distributed to The Star’s audience, details how the firm expects to reinvest capital gains earned by several of its equity‑focused ETFs back into the funds, thereby offering investors a more tax‑efficient way to grow their positions.

What Is a Reinvested Capital Gains Distribution?

In the Canadian ETF landscape, a reinvested capital gains distribution is a distribution that is not paid out to shareholders as cash; instead, the funds are automatically used to purchase additional shares of the ETF. For investors, this means the value of their holdings will grow organically, without the need for manual reinvestment. Importantly, while the ETF may record a capital gain, the distribution is tax‑deferred until the investor actually sells the shares, aligning with Canada’s “deemed‑distributions” framework for mutual funds and ETFs.

AGF’s 2025 figures were calculated using a proprietary methodology that takes into account the fund’s projected 2024 performance, anticipated corporate actions (such as share buybacks and dividend payouts), and the impact of the 2025 Canada Revenue Agency (CRA) capital gains rules. The figures are estimates, subject to change as actual results become known closer to the end of 2025.

Which ETFs Are Included?

AGF’s announcement covers six of its flagship ETFs, each of which has a dedicated fact sheet available on the AGF website. The ETF names, ticker symbols, and the estimated annual reinvested capital gains per share are listed below:

Each figure is expressed in Canadian dollars and represents the total amount that would be automatically reinvested per share for the full 2025 calendar year. The distribution dates for each fund are expected to align with AGF’s standard distribution schedule, typically on the last trading day of each quarter.

How the Figures Were Determined

AGF’s methodology, outlined in the accompanying fact sheet (linked in the press release), employs the following steps:

1. Projected Net Capital Gains – The firm forecasts the capital gains that will accrue from its portfolio’s underlying holdings, after accounting for tax‑loss harvesting and any anticipated sale of securities.
2. Adjustment for Dividend Income – Dividend income, which is also treated as a taxable event for the ETF, is subtracted to isolate the net capital gains component.
3. Reinvestment Calculation – The resulting figure is divided by the average number of outstanding shares to yield the per‑share reinvested capital gain.
4. Quarterly Distribution Schedule – The annual estimate is broken down into quarterly amounts to match AGF’s standard distribution schedule.

The fact sheet includes a detailed table showing each ETF’s historical distribution patterns, which provides investors with a clear view of how the 2025 estimates compare to previous years.

Why It Matters to Investors

Reinvested capital gains can be an attractive feature for investors seeking long‑term wealth accumulation. By automatically buying more shares, investors can compound the effect of any capital gains without having to manually reinvest dividends or capital gains. Moreover, because the distribution is not taxed until the shares are sold, investors can potentially defer tax liabilities, which may be advantageous for those in higher tax brackets.

AGF’s statement also underscores that these distributions are tax‑efficient when compared to conventional dividend‑paying ETFs. While the firm is transparent about the estimated amounts, it cautions that the actual figures will be finalized after the 2025 close‑out and may vary depending on market conditions.

Additional Context and Resources

• AGF’s Investor Relations Page – The press release includes a link to AGF’s investor relations portal, where subscribers can download the full set of fact sheets and the annual report.
• Regulatory Framework – The article references the Canada Income Tax Act and CRA guidance on deemed distributions, providing a brief overview of how the distributions will be reported on the T1135 and T1044 forms for Canadian residents.
• FAQ on Capital Gains Distributions – A dedicated FAQ section on the AGF website explains how reinvested capital gains differ from taxable distributions, and provides examples for both Canadian and U.S. investors.

Final Thoughts

AGF’s 2025 estimated reinvested capital gains distribution figures signal a continued focus on delivering tax‑efficient growth to its ETF investors. While the amounts are modest—reflecting the conservative investment approach of the AGF ETF portfolio—they illustrate the firm’s commitment to transparency and to providing investors with clear, actionable information. For investors looking to evaluate whether AGF’s ETFs fit their portfolio strategy, the fact sheets and distribution estimates serve as an essential starting point.

For full details, including the methodology and the ETF fact sheets, visit the AGF Investments website (link provided in the Globe Newswire release).