Altamira

Altamira Long Term Bond Fund

Profile | Manager | Performance / Distributions | Print report (pdf)
Chart Price History | Top Holdings / Asset Mix | 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 to safety of capital by investing mainly in longer term fixed income securities.

Who should invest in this Fund?

The Fund is ideal for the investor who seeks exposure to long-term fixed income securities, has an investment time horizon of greater than five years, seeks to maximize income and can endure a higher level of volatility than that associated with income funds that invest mainly in shorter term fixed income securities.

Fund Details

Fund Code: AIS 502
Type of Fund Fixed Income
Date established 21/07/1987
Note Altamira Long Term Bond Fund was formerly known as Altamira Bond Fund.
Management Expense Ratio  1.58 %
Risk/Return Potential Fund Volatility relative to the Altamira Funds:


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


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