Sagicor US$ Global Balanced Fund
Diversify your Portfolio. Invest in local, regional, and even international shares, stocks, and bonds.
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Overview
The mutual funds from Sagicor offer investors competitive investment portfolios that fit your unique investment needs. Our mutual funds allow you to improve the diversity of your portfolio. Diversification isn’t just having a lot of investments; it’s having investments that will perform well in different environments Our portfolio managers select the best investment with the aim of outperforming established benchmarks.
No matter where you are on your investing journey, Sagicor Go-Mutual Funds are here to help you meet your financial goals
Go-Mutual Bond (TTD)
This is a Trinidad and Tobago Dollar fixed income portfolio largely invested in sovereign debt and is suitable for investors who have a conservative investment style and are seeking returns in line with established short duration, risk free government instruments. These investors may have a short-term horizon and may need liquidity from time to time.
Go-Mutual Balanced (TTD)
This is a Trinidad and Tobago Dollar balanced asset portfolio invested in mix of the other Sagicor Go-Mutual Funds as determined by the Managers. This portfolio is suitable for investors with a low to moderate risk tolerance and are seeking stable investments producing a return in line with Trinidad & Tobago inflation. These investors would have a long-term horizon with limited liquidity needs in the first year. The portfolio provides exposure to stocks, bonds, mutual funds, Real Assets, related mutual funds and other securities both local and global
Go-Mutual Bond (USD)
This is a United States Dollar fixed income portfolio invested mainly in global corporate and sovereign debt securities and is suitable for investors who would have a moderate investment style and are seeking a return in line with United States CPI. These investors would have a medium to long term horizon with limited liquidity needs in the first year. Sagicor Go- Mutual Fund is marketed as a medium-risk corporate and sovereign debt portfolio; therefore, investments are in the acquisition of debt with the following attributes (1) Investment Grade; (2) Corporate/Sovereign; (3) Highly Liquid; and (4) Global. No matter where you are on your investing journey, Sagicor Go-Mutual Funds are here to help you meet your financial goals
*Conditions apply. Prices can fluctuate due to market conditions. Results are not guaranteed and may be less than the amount invested. Past performance is no indication of future returns.
Click Here To See Fund Prospectus
Benefits
Key Benefits
If you’re a modest or even a high-risk tolerant investor looking for a medium to long term investment, our Mutual Funds may be right
for you. Some of the benefits of our Mutual Funds include:
Simplicity
To invest in our Mutual Funds, you require no experience or knowledge of economics, financial statements, or financial markets to be a successful investor.
Accessibility
Our mutual funds are easy to purchase and allow you to buy and sell securities such as stocks, bonds and commodities.
Diversification
Sagicor Mutual Funds invest in a broad range of securities and asset classes.
Affordability
Our Mutual Funds have low minimum initial investment requirements.
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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].
Disclaimer
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
