Altamira Managed Portfolio Service

The Managed Portfolios

Investing in a Managed Portfolio

Important Notes

Managed Portfolio Service Guide Managed Portfolio Application Package for RSP or Investment Accounts Managed Portfolio Application Package for RIF Accounts Diversification

The Altamira Managed Portfolio Service might be the right choice if you feel overwhelmed by all the options or simply can't find the time to manage your investments.

The Investment Process

The portfolios are managed using a strategic asset allocation process. You will be matched to the portfolio of Altamira funds that best matches your objectives and risk tolerance. Each portfolio is constructed using optimization techniques and computer modeling that focus on a range of returns, downside risk, and forward looking risk analysis. This sophisticated asset allocation system identifies an efficient mix of mutual funds for each Managed Portfolio. The portfolios are managed by a team of professional investment managers and analysts.

Balanced Approach to Investing

It is widely recognized that a portfolio's asset mix is the single most important determinant of the variability of investment returns. Risk management is of particular importance, with a variety of asset classes and investment styles represented in the different portfolios. Altamira's Managed Portfolio team recognizes that a well-diversified portfolio can help mitigate performance volatility, and is committed to producing a consistent stream of returns for accountholders.

Minimum investment of $5,000.
Minimum AIP of $100 per contribution after first investment.
No service fees.
Eligible for RRSP, RRIF and Investment accounts.
Ongoing monitoring and periodic rebalancing as required.

The Managed Portfolios

There are 6 different portfolios, ranging from the most conservative, the Stable Income Portfolio to the most aggressive, the Equity Portfolio*. (*The Equity Portfolio is not permitted in RRIF accounts.)

Choose a portfolio to fit your investment strategy

Investing in a Managed Portfolio To top

The following are required in order to invest in a Managed Portfolio:

Completed Investor Profile Questionnaire;
Completed Altamira Account Application;
Signed Discretionary Management Agreement.

Remember that you can always contact an Altamira Advisor if you require further information or assistance in completing the necessary paperwork.

Important Notes To top

Investors will enter into a discretionary management agreement with Natcan Investment Management Inc., which gives the Investment Manager the authority to select, add or remove Altamira Funds forming part of the portfolio. There are no fees or expenses related to investing in a Managed Portfolio except for the fees and expenses related to investing in the Altamira Funds that make up the selected Managed Portfolios. MERs are based on the average weighting of the underlying Altamira Funds. All distributions made by a Fund included in a Managed Portfolio will be automatically reinvested for you.

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.