overview

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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benefits

Key Benefits

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Sagicor TT$ Fixed Income Fund

Give your portfolio a more competitive edge. Choose fixed-income open ended mutual funds with an attractive rate of return.

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fund profile


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Apply Online Today or Download our Fillable PDF Application Forms to get started. 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).