The Fund aims to provide investors with growth through both capital appreciation of, and income generated by, the portfolio while stressing preservation of capital by investing mainly in stocks and fixed income securities. The Fund attempts to invest in the mix of equities and bonds that will generate maximum returns for current economic and market conditions.

Who should invest in this Fund?

The Fund is ideal for the investor who seeks a diversified portfolio of Canadian and foreign securities, does not want to manage the asset mix of their portfolio and is willing to endure an average level of volatility associated with equities and bonds.

Fund Details

Fund Code: AIS 501
Type of Fund Growth & Income
Date established 12/04/1985
Management Expense Ratio 2.21 %
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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