Invest in a diversified portfolio that reflects what is important in your life story.
When deciding on an investment strategy, we will work with you in order to tailor a portfolio that meets your investment goals.
Let’s go the distance together. Whether it’s a purchase, education or your retirement, we’re here for you.
Choose what makes you most comfortable.
Let’s start the journey to your future goals.
The fund’s investment objective is to seek long-term growth of capital by investing primarily in a diversified portfolio of equity securities of issuers domiciled in but not limited to Trinidad and Tobago and the Caribbean Basin countries.
You can invest with as little as $2,000 initially and $200 thereafter.
Yes, you may use a portion (up to 60%) of your investment in the Fund as collateral for a credit facility
There are two different unit prices because units are purchased at the offer price and redeemed at the bid price. The difference between the two prices is a 2% front end sales load.
|Date||Offer Price||Bid Price||YTD Return*||2022||2021||2020||2019||2018||Cumulative from Inception*|
* YTD and annual returns are calculated on a Bid to Bid basis. The current front end load of 2% is not included. The maximum front end load is 5%
* Inception Date September 1999
Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future.