Unit Trust Calculator

Wouldn't you like to know how your Portfolio has performed over any given period?

We have listened to your various suggestions and we are pleased to inform you that you can now view the historic prices of our three portfolios since our inception in 1994. Additionally, you can also calculate the estimated rate of return that you would have made for a specified time period. Simply choose the beginning and end date of the period you are interested in and select the portfolio.

Our award winning software will then show the portfolio price for the start date and the end date, and the percentage change achieved between those dates. Now, instead of guessing how stellar your investment has performed, you have the hard facts. Facts to share with your friends, as you highlight to them the benefits that you have accrued in investing with Jamaica's top performing unit trust.