This is a balanced asset Portfolio invested mainly in global and regional corporate and sovereign debt securities as well as global equities and is suitable for investors who would have a moderate investment style. These investors would have a medium to long term horizon with limited liquidity needs in the first year.

Mutual funds invest in different types of investments, such as stocks, bonds, cash and/or derivatives, depending upon the investment objectives of the particular mutual fund. Different investments have different types of investment risk. The value of these investments will change from day to day, reflecting changes in interest rates, economic conditions, and market and company news. As a result, the value of a mutual fund’s units may go up or down on a daily basis.

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Key Benefits

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fund profile


Ready to Apply?

Let us develop an investment plan to help you reach your goals! For more information or if you have further questions, please speak with a Personal Financial Advisor at your nearest branch or call 800-SAGE (7243) or email us at [email protected].



Important information concerning the investment goals, risks, charges, and expenses is contained in the prospectus, copies of which are available from any branch of Sagicor Investments Trinidad & Tobago Limited or from our website and should be read carefully before investing. This investment is not guaranteed by the Deposit Insurance Corporation, Sagicor Investments Trinidad & Tobago Limited, its immediate parent company Sagicor Life Inc., its ultimate parent company Sagicor Financial Company Limited, any affiliate or subsidiary of the Sagicor Group of Companies or any other person or corporation. Performance is subject to variation and is likely to change overtime. Past performance is not necessarily a guide to future performance.  

The Trinidad & Tobago Securities and Exchange Commission has not in any way evaluated the merit if the securities offered and any representation to the contrary is an offence