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  • Home
  • Products and Services
      Mutual Funds
      Money Market Fund
      Caribbean Equity Fund
      Republic US$ Fixed Income Securities Fund (RUSFIS)
      Private Wealth Management Services
      Retirement Planning
      Tax Incentive Savings Plan (TISP)
      Equity Tax Incentive Savings Plan (ETISP)
      Brokerage Services
      Brokerage Services Local Equity
  • Resources
  • Insights
  • About Us
  • Contact Us
  • Online Access
    • TTSE Online Platform

Republic Caribbean Equity Fund

Write Your
Success Story

Invest in a diversified portfolio that reflects what is important in your life story.

Get Started Now!

Who Should Invest In This Fund?

This fund is ideal for investors seeking:
  • A medium to long term time horizon
  • Capital appreciation
  • Moderate levels of risk
Download Prospectus
The Prospectus and the Disclaimer should be read in its entirety before investing in this fund.​

Find The Right Investment For You

When deciding on an investment strategy, we will work with you in order to tailor a portfolio that meets your investment goals.

Set Your
Goals

Let’s go the distance together. Whether it’s a purchase, education or your retirement, we’re here for you.​

Understand Your Risk Profile​

Choose what makes you most comfortable.

Build Your
Wealth

Let’s start the journey to your future goals.

Calculate Your Risk Tolerance

Features & Benefits

We’ll help you figure out if the Republic Caribbean Equity Fund is the right fit for your medium to long term goals.

TT$ Denominated

Diversified Portfolio of Local and International Equities.

Capital
Growth

Why Should You Invest In This Fund?

This fund can help you to achieve your medium to long term personal goals.
  • Your child’s education.
  • Retirement.
  • Wealth Accumulation.
Download Prospectus
The Prospectus and the Disclaimer should be read in its entirety before investing in this fund.​

How To Apply

Contact any one of our Financial Advisors, to help plan and prepare for your investment goals.
Documentation Needed:
  • One valid for of national ID
  • Proof of Address
  • Proof of Income
  • Initial Investment of at least $2000
Download Required Forms​

RCEF Brochure
RCEF Purchase Notification Form

Request A Call

Frequently Asked Questions (FAQs)

What is the Fund’s investment objective?

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.

What is the minimum I can invest?

You can invest with as little as $2,000 initially and $200 thereafter.

Can I use my investment as collateral on a credit facility?

Yes, you may use a portion (up to 60%) of your investment in the Fund as collateral for a credit facility

Why are there two different unit prices?

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.

How can I determine the fund’s performance?
Click the link to see fund performance on the Resources page.
Where can I get more information on the fund?
To get more information, you can make an appointment with one of our Financial Advisors or click to view our Resources page.
For the full list of FAQs, click here.

RCEF Fund Performance

DateOffer PriceBid PriceYTD Return*20222021202020192018Cumulative from Inception*
20/03/202363.524762.27910.12%-9.27%14.55%-15.71%15.04%7.73%304.01%

* 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.

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How can we help?

In 20 minutes we can get to know you, your situation, goals and needs.
Contact Us
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Products

Products and Services

Money Market Fund
Caribbean Equity Fund
US$ Fixed Income Securities Fund
Private Wealth Management Services
Brokerage Services
Tax Incentive Savings Plan
Equity Tax Incentive Savings Plan
Corporate Tax Incentive Savings Plan
Corporate Equity Tax Incentive Savings Plan

Resources

Investment Risk Calculator
Opening Account Required Forms
Investing Basics
Resource Links

Contact

  • invest@rfhl.com
  • 868-625-3617
    Ext. 69919, 69914, 69913, 69911, 69903, 69918
  • #8 Rapsey Street Ellerslie Plaza, Maraval. Trinidad and Tobago.
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