(January 16 – 10:15 ET) -The eight new Keystone Altamira Advisor Series Funds are now available for sale through independent financial advisors. This is Altamira’s first foray into load funds, in partnership with Mackenzie Financial and its wholly owned subsidiary MRS Group of Companies.
The series was first announced in November. The funds will be marketed and distributed by MRS and Mackenzie, and advised by Altamira.
Fully exchangeable to and from all Mackenzie-sponsored funds, the new funds include: Keystone Altamira Capital Growth Fund, Keystone Altamira Equity Fund, Keystone Altamira e-business Capital Class, Keystone Altamira RSP e-business Fund, Keystone Altamira Science & Technology Capital Class, Keystone Altamira RSP Science & Technology Fund, Keystone Altamira Global Equity Capital Class, Keystone Altamira RSP Global Equity Fund.
Three of the new funds are being offered under Mackenzie’s popular Capital Class tax-efficient structure, giving non-registered plan investors the freedom to move between the Keystone Altamira Capital Class products and 30 other Mackenzie Capital Class funds, without realizing capital gains.
“Canadian investors working with financial advisors now have access to yet another superior brand name series of funds all within the Mackenzie fund family,” said Laurie Munro, president of the MRS Group of Companies. “With the Keystone Altamira Advisor Series, we’re able to offer more choice and the benefits that come from full exchangeability between any of our over one hundred other Mackenzie funds.”
-IE Staff
Altamira rolls out advisor series funds
Keystone Altamira distributed by MRS, Mackenzie Financial
- By: IE Staff
- January 16, 2001 January 16, 2001
- 10:15