Altamira

Altamira Equity 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 provide investors with superior investment returns over the long term, having regard for the safety of capital. The Fund invests in a diversified portfolio of primarily Canadian equities.

Who should invest in this Fund?

The Fund is ideal for the investor who seeks to obtain high investment returns over the long term, prefers a diversified portfolio of equity securities and can endure an above average level of volatility.

Fund Details

Fund Code: AIS 503
Type of Fund Canadian Equity
Date established 30/09/1987
Management Expense Ratio  2.65 %
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.


View another fund Go