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Altamira quote and profile

 
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10.31
  
FUND
0.11  Macroaxis: 1.08 Up   1.08%  
May 19 2013 

Diversification Suggestion

Use Altamira to enhance returns of your portfolios. The fund experiences large bullish trend
Analyze Altamira Tactical Asset Trend or Check current 30 days Altamira correlation with market (Canada Composite)
1 Month Beta -0.13  
Highest Price:  
Lowest Price:  
9.98  
9.82  
April 25 2013 
April 22 2013 
As returns on market increase, returns on owning Altamira are expected to decrease at a much smaller rate. During bear market, Altamira is likely to outperform the market.
Altamira Tactical Asset Allocation Almost negative betaAltamira Tactical Asset Beta Legend
ALTAMIRA Canada Toronto
Altamira Tactical Asset Allocation
National Bank Securities Inc.
Canadian Equity Balanced
Contact Number: 877. 463. 7627
Currency: CAD - Canadian Dollar
Traded on Toronto Stock Exchange
    
Number of Employees1
Net Asset60.53 M
 thisGreen ALTAMIRA ALTAMIRA.TO agains markets  1.08 % Macroaxis: change 1.08 Moved Up  
 
 Canada Canada   0.84 % Macroaxis: 0.84 Moved Up  
 
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Altamira Leadership

--- Team Fund Manager since January 31, 2008
Management Team Fund Manager since March 17, 1986

Altamira Price and Market Media

The median price of Altamira for the period between Fri, Apr 19, 2013 and Sun, May 19, 2013 is 9.94 with a coefficient of variation of 0.7. The daily time series for the period is distributed with a sample standard deviation of 0.07, arithmetic mean of 9.91, and mean deviation of 0.06. The Fund did not receive any noticable media coverage during the period.
Altamira         Market
Price Growth (%)
 

Altamira Summary

Altamira Tactical Asset Allocation [ALTAMIRA] is traded in Canada and was established in March 17, 1986. The fund is listed under Canadian Equity Balanced category and is part of National Bank Securities Inc. family. This fund presently has accumulated 60.53 M in assets under management (AUM) with minimum initial investment of 500. Altamira Tactical Asset Allocation is currenly generating return of 2.52% with the current yeild of 0.21%, while the total return for the last 3 years was 12.33%.

Fund Instrument Allocation for Altamira

The fund consists of 83.47% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
28
Out Of
100
 
Chance of
Less
Than
%
 
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Altamira Research Report

Altamira vs. TDREVENUMENS

Correlation analysis and fundamentals comparison between Altamira Tactical Asset and TD Monthly Income I

Altamira Asset Under Management

Altamira Tactical Asset Allocation is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Canadian Equity Balanced category is currently estimated at about 20.8 Billion. Altamira adds roughly 60.53 Million in net asset claiming only tiny portion of funds in Canadian Equity Balanced category.

Altamira Fundamentals

Five Year Return vs Ten Year Return
Holdings Turnover vs Three Year Return
Five Year Return vs Equity Positions Weight
Year to Date Return vs Three Year Return

Altamira vs Competition

Altamira vs. TD Monthly Income I
Altamira vs. TD Monthly Income I
Altamira vs. Trimark Income Growth T8
Altamira vs. Investors Mutual B
Altamira vs. TD Diversified Monthly Income I
Altamira vs. Axiom Balanced Growth Portfolio Sel T4
Altamira vs. Axiom Balanced Growth Portfolio Class T4
Altamira vs. MD Balanced
Altamira vs. AGF Traditional Income Series T
Altamira vs. National Bank Monthly Income

Altamira May 19 2013 Opportunity Range

Information Ratio0.1093
Maximum Drawdown1.52
Value At Risk(0.50)
Potential Upside1.02

 
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