Finding difficulty in identifying new, innovative growth opportunities? Do you consider yourself an environmentally and socially conscious individual? If you've answered yes to these questions, then we have a solution for you.
Sagicor Asset Management Inc. has added the Sagicor Special Opportunity Funds - Renewable Energy Fund to its suite of investment funds, providing you with an opportunity to pursue investments in non-traditional areas with significant growth potential.
To Learn More
Download our Renewable Energy Fund Brochure or Contact the Sagicor Asset Management Inc team at (246) 467-7616 or email [email protected] or [email protected].
Past performance is no guarantee of future results, and any expected returns or hypothetical projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss. All prospective investors are strongly advised to read the supplemental offering document and consult with their own tax, legal and financial advisors.
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.
This Fund provides individuals with an avenue to invest 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 fund manager with a significant presence in the mutual fund industry. 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 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 the largest investment schemes in Barbados.
1. Payment should be sent to Sagicor Funds Incorporated, Cecil F de Caires Building, Wildey, St Michael BB15096, Barbados or any branch of First Citizens Bank (Barbados) Limited and made payable in cleared funds to Sagicor Funds Incorporated by cheque or banker’s draft, in either case crossed “NOT NEGOTIABLE” and for the account of the payee only. If payment is by telegraphic transfer, it should be sent to: Sagicor Funds Incorporated – Cecil F de Caires Building, Wildey, St Michael BB15096, Barbados, to the credit of the account of Sagicor Funds Incorporated.
2. If any business is being transacted under a Power of Attorney, then a duly certified copy of said document must accompany all forms.
3. For joint holding accounts, signatures of all holders are required. Two (2) valid types of government pictured identification are required for each customer listed and should be notarized. Proof of address is required for each customer listed and could be a Utility bill, Bank statement or an approved alternate. The date on the proof of address should be no older than three (3) months and should be notarized.
4. The funds will not be processed unless all supporting documents are provided. Tenants-in-common (TIC) have distinct but undivided interest in the shares. Where fund shares are held as tenants in common, all co-owners of the shares are required to authorize each transaction in respect of the share account. On the death of either tenant, the deceased’s interest in the account forms part of that person’s estate.
5. Fund shares may also be held by persons as Joint Tenants with a right of survivorship (JTWRS). Where shares are held in this manner, each co-owner has an equal right over the account and may act either jointly with the co-owner (s) or separately in authorizing transactions on death of any joint tenant shareholder, a right of survivorship will apply, the effect of which is that the surviving co-owner(s) will automatically own the share account.
