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.Read More
Are you dissatisfied with current returns on traditional investments? Finding difficulty in identifying new, innovative growth opportunities? Finding difficulty in identifying new, innovative growth opportunities? If you’ve answered yes to these questions, then we have a solution for you.
The Fund focuses on green investments with an emphasis on renewable energy as well as other socially responsible investment opportunities, which are typically dominated by privately held interests.
Areas of potential investment include food security; sustainable water management; eco-friendly transport solutions; privatisation of key services (sanitation and water); financially feasible developmental initiatives such as healthcare; and cultivation of environmentally-friendly technologies.
The Fund aims to facilitate the wider participation by a broad mix of investors in specialized projects and unique investment opportunities.
For quite some time, financial markets have been characterized by excess liquidity/cash, as evident by the high levels of excess cash reserves in the Commercial Banks, due to the limited availability of domestic investments and scarcity of opportunities with attractive returns.
Furthermore, the protracted deterioration of the Government of Barbados’ credit rating and ultimate debt restructure, further constrained possible local investment opportunities.
This Fund provides you with an avenue to invest your excess capital with a view to realizing returns in the medium to long-term, making this a suitable investment for those with higher risk tolerance and longer-time horizons.
Sagicor Asset Management Inc. is arguably the leading asset manager in the domestic mutual fund space, accounting for 52% of the total industry as at December 31st, 2018. It has delivered consistent competitive returns to its investors across its existing investment vehicles, maintaining a competitive advantage through its time-tested brand and its breadth of investment management experience.
Sagicor boasts of management of the two oldest mutual funds in Barbados, which provide investment options for registered pension plans. The Sagicor (Bonds) Fund and the Sagicor (Equity) Fund were launched back in 1969 and represent two of the largest collective investment schemes in Barbados.