The Fund aims to provide investors with long-term capital growth by investing primarily in common shares of well known and widely followed United States companies.

Who should invest in this Fund?

The Fund is ideal for the investor who has a long-term investment focus, is more comfortable investing in larger U.S. companies to achieve capital growth and can endure an above average level of volatility.

Fund Details

Fund Code: AIS 909
Type of Fund Global Equity
Date established 18/05/1993
Management Expense Ratio 2.69 %
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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