The Fund aims to achieve long-term capital appreciation primarily by investing in equities of smaller companies with market capitalization of less than $2 billion. The Fund will primarily invest in developed markets but may also invest in emerging markets.

Who should invest in this Fund?

The Fund is ideal for the investor who looks to take an aggressive long-term approach to attain above average returns and is prepared to accept the relatively high degree of volatility associated with small companies and foreign economies.

Fund Details

Fund Code: AIS 927
Type of Fund Global Equity
Date established 08/08/1996
Management Expense Ratio 2.76 %
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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