The Fund aims to achieve capital appreciation, primarily through investment in a diversified portfolio of common shares, securities convertible into common shares and options and warrants to purchase common shares of publicly-traded companies with relatively small capitalization.

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 a relatively high degree of volatility in order to benefit from the high rates of return usually provided by investing in smaller U.S. companies.

Fund Details

Fund Code: AIS 916
Type of Fund Global Equity
Date established 01/05/1991
Management Expense Ratio 2.68 %
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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