The Fund aims to achieve long-term capital growth primarily by investing in a diversified portfolio of well-established, larger Canadian companies with proven marketability and growth. It may also invest in foreign equities up to the foreign content limit.

Who should invest in this Fund?

The Fund is ideal for the investor who has a long-term focus, prefers investing in larger Canadian companies and is willing to endure an above average level of volatility.

Fund Details

Fund Code: AIS 506
Type of Fund Canadian Equity
Date established 22/06/1937
Altamira assumed management of the Capital Growth Fund in December, 1988.
Management Expense Ratio 2.15 %
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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