Altamira

Altamira Energy Fund

Profile | Manager | Performance / Distributions | Print report (pdf)
Chart Price History | Top Holdings / Sector Weightings | Chart Performance
Quarterly Summary of Investment Portfolio | Fact Sheet (pdf) | MRFP
Investment Objectives

The Fund aims to provide maximum capital appreciation by investing in Canadian and global companies primarily engaged in the exploration, production, transportation and distribution of all forms of energy and companies that support them.

Who should invest in this Fund?

The fund is ideal for an investor who has a long-term focus, can withstand a relatively high degree of volatility and the shortterm fluctuations typically associated with the energy sector and wishes to have a diversified exposure to the Canadian and global energy sector.

Fund Details

Fund Code: AIS 947
Type of Fund Specialty
Date established 20/10/2004
Management Expense Ratio  2.89 %
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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