Scotia Caribbean Income Fund
The investment objective of the Fund is to provide income and modest capital appreciation over the medium to long-term.
The Fund invests primarily in high quality US Dollar denominated fixed income securities issued by governments and corporations from the Caribbean region. The portfolio manager primarily uses yield curve and credit analysis to select individual investments and to manage the Fund.
Fund risk: low-med
Reasons for investing
- Diversification in growing economic regions, leveraging potentially higher yields than US investment grade debt.
- A consistent stream of income with beneficial tax treatment.
- Potential hedge against local currency devaluation and inflation, by investing in US dollar-denominated assets.
Diversification reduces volatility while improving long term risk adjusted returns by investing across both local and international equity markets, and multiple asset classes.
Provides investors with regular and instant access to their funds with no market or transaction fees.
Invest for the long term in a well diversified and professionally managed fund without a large capital outlay.
Pre-authorized contributions (PAC)
Set up a Pre-Authorized Contribution (PAC) to regularly invest in Funds. Investing regularly is one of the simplest ways to take advantage of market volatility and reduce the risks of market timing.
Scotia Investments’ Fund Managers have been managing portfolios for over 20 years. They maintain a disciplined approach to fixed income investing that focuses on credit quality, duration and the interest rate cycle.