The Fund is ideal for the investor who seeks the returns of the index that tracks midcap U.S. equities, has a long-term investment focus and is willing to endure a relatively high degree of volatility.

Fund Details

Fund Code: AIS 936
Type of Fund Global Equity
Date established 14/07/1999
*"S&P MidCap 400" and "Standard & Poor's MidCap 400" are trade-marks of The McGraw-Hill Companies, Inc. and have been licensed for use by the Manager. The Fund is not sponsored, endorsed, sold or promoted by Standard & Poor's, and Standard & Poor's makes no representation regarding the advisability of investing in such Fund.
Management Expense Ratio 0.75 %
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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