The Fund seeks long-term capital appreciation by investing primarily in global equity and equity linked securities. The Fund will invest primarily in foreign securities. The Fund may invest in both developed and emerging markets. The Fund intends to invest in securities that have an inherent "value" that has not been recognized due to prevailing market conditions or industry or corporate factors which the Investment Manager believes will change within a reasonably estimable period of time so as to accord the securities favourable market recognition at an appreciated value.

Who should invest in this Fund?

The Fund is ideal for the investor who seeks capital appreciation over the long-term in a core global equity fund and is willing to endure an above average level of volatility.

Fund Details

Fund Code: AIS 943
Type of Fund Global Equity
Date established 30/08/2000
Management Expense Ratio 2.69 %
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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