The Fund aims to produce income for its investors, with moderate capital appreciation and volatility by investing mainly in stocks and fixed income securities in whatever proportion the Investment Manager deems appropriate. The Fund will normally have an equity bias.

Who should invest in this Fund?

The Fund is ideal for the investor who is looking for both capital growth and income and is willing to endure an above average level of volatility associated with equities and bonds.

Fund Details

Fund Code: AIS 505
Type of Fund Growth & Income
Date established 18/03/1986
Management Expense Ratio 1.61 %
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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