Altamira

Altamira Canadian Value Fund

Profile | Manager | Performance / Distributions | Print report (pdf)
Chart Price History | Top Holdings / Sector Weightings | Chart Performance
Quarterly Summary of Investment Portfolio | Fact Sheet (pdf) | MRFP
Investment Objectives

The Fund aims to generate capital appreciation, primarily through investment in North American securities believed to be undervalued due to prevailing economic conditions.

Who should invest in this Fund?

The Fund is ideal for the investor who is willing to make a long-term investment in potentially less marketable holdings, views the potential of undervalued securities as a good source of investment growth and can withstand a relatively high degree of volatility.

Fund Details

Fund Code: AIS 908
Type of Fund Canadian Equity
Date established 18/05/1993
Management Expense Ratio  2.67 %
Risk/Return Potential Fund Volatility relative to the Altamira Funds:

Fees This fund will assess a 2 percent early withdrawal fee upon redemption or exchange proceeds attributable to units purchased and held less than 30 days. Click here for more information.


For complete information on this fund, please refer to the Simplified Prospectus available in our Forms and Documents section.


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