Altamira

Altamira Growth Portfolio

Profile | Management Team | Chart Price History
Top Holdings | Performance | Fact Sheet (pdf)
Who should invest in this Portfolio?

Growth oriented investors who can withstand a larger degree of fluctuation in the value of their portfolio in order to achieve potentially higher returns.

Portfolio Details

Date established 28/01/1999

Target Asset Mix*

Cash & Short Term0.0%
Fixed Income25.0%
Canadian Equity35.0%
Global Equity40.0%

Model portfolio

Notes
* Market conditions may move the asset mix above or below the target from time to time, within a prescribed range before being rebalanced back to target weightings.

Management fees and expenses and trailing commissions may be associated with mutual fund investments and use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Minimum purchase amount is $5,000. Automatic Investment Plan is available at $100 per period based on a minimum account size of $5,000.


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