Altamira

Altamira Income 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 achieve a reasonably high return (higher than that for five-year guaranteed investment certificates) and constant income for the investor by investing mainly in fixed income securities. The Fund invests primarily in Canadian (federal and provincial) government bonds and investment grade corporate bonds.

Who should invest in this Fund?

The Fund is ideal for the investor who seeks an alternative to 5 year GICs, is looking for moderate income and capital gains over a reasonable time frame and can withstand an average level of volatility.

Fund Details

Fund Code: AIS 507
Type of Fund Fixed Income
Date established 19/02/1970
Management Expense Ratio  1.07 %
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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