Global Balanced Fund
The Sagicor Global Balanced Fund is the first Barbados based global fund, offering investors the opportunity to invest in international, regional and local securities.
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overview
The Preferred Income Fund is a mix of regional and international fixed income securities and preferred shares. The diversity of the holdings ensures security, while the regional and global opportunities give it the potential for higher returns.
INVESTMENT OBJECTIVE
The Fund seeks to achieve a high level of current income and preservation of capital through investments in a diversified portfolio of bonds, debt securities, asset backed securities, high-income funds and selected equities.
The Fund seeks to achieve a high level of current income and preservation of capital through investments in a diversified portfolio of bonds, debt securities, asset backed securities, high-income funds and selected equities.
The Sagicor Preferred Income Fund is suited to investors who are seeking a total return by investing for a high level of current income. It’s also geared to those who are seeking to invest for the medium to long-term, and want to diversify their portfolio.
If you are interested in becoming a shareholder in the SGF or require more information about the fund, please contact us.
Top 5 Investment Holdings
Goddard Enterprises Limited
Government of Barbados 2020 Bond
MS Global Infrastructure Fund
Massy Holdings Limited
Government of Barbados 2020 Bond
