Altamira

Altamira European Equity Fund

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

The Fund aims to achieve capital appreciation and, as a secondary objective, to earn income. To meet the objectives, the Fund invests primarily in securities of companies located or doing business in Europe.

Who should invest in this Fund?

The Fund is ideal for the investor who has a long-term investment focus, seeks stability through diversification across European markets and is willing to endure an above average level of volatility.

Fund Details

Fund Code: AIS 910
Type of Fund Global Equity
Date established 18/05/1993
Management Expense Ratio  2.70 %
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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