Sagicor Financial Select Fund

 

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Sagicor Financial Select Fund

Sagicor Select Funds Limited is a public company which has the primary purpose of trading in securities listed on recognized exchanges. The Company is comprised of five (5) classes of shares; with a management share class and the remaining four classes each representing a separate fund within the Company. The Sagicor Financial Select represents one of the classes of ordinary shares of Sagicor Select Funds Limited. It is a Listed Equity Fund (LEF) that will primarily own financial stocks listed on the Jamaica stock Exchange (JSE). 

Sagicor Financial Select Fund aims to provide precise exposure to price and yield performance of financial sector companies that are listed on the JSE. Sagicor Financial Select Fund is expected to track the JSE Financial Index which is an index established by the JSE. 

The JSE Financial Index will track the performance of financial services companies, which includes insurance companies, banks, microfinance companies, consumer finance companies, and diverse financial services companies that are listed on both the Main Market and Junior Market and trade in Jamaican dollars. The JSE introduced the JSE Financial Index on Friday March 1, 2019 and is the JSE's first Sector Index.

Additional Product Details

features and benefits

Investors will benefit from diversification, exposure to large firms, listed on the Jamaica Stock Exchange, possible price appreciation of the shares and potential dividend payments. 

The benefits of holding the Sagicor Financial Select include:

  • The opportunity to invest in the most profitable companies on the JSE through by investing in one stock
  • Shares of the fund can be bought or sold similar to an ordinary stock on the Jamaica Stock Exchange
  • Exposure to large, established Jamaican companies
  • Low cost and efficient method to investing in Jamaican stocks
  • Trades of the LEFs on the Main Market of the JSE are exempt from Transfer Tax and Stamp Duty
  • Use at the core of portfolio to achieve balance growth and be held for short or long term
  • Reduce the impact of company-specific risk within an investment portfolio
  • Potential attractive dividends yield

forms

To open a stockbrokerage account you'll need the following forms and items:

Client Information Form

Stock Brokerage Form

Account Mandate

eBank Application- Sagicor Investments eform

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