The Fund aims to provide investors with growth through both capital appreciation of, and income generated by, the portfolio while stressing capital preservation by investing mainly in global equities, bonds and short-term securities. The Fund primarily invests in developed markets, but from time to time may invest in emerging markets.

Who should invest in this Fund?

The Fund is ideal for the investor who seeks exposure to relatively well developed global markets, looks to earn both income and capital gains through global diversification and is willing to endure an above average level of volatility.

Fund Details

Fund Code: AIS 500
Type of Fund Growth & Income
Date established 12/04/1985
Management Expense Ratio 2.14 %
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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