Scotia Trinidad & Tobago Growth and Income Fund

Investment objective

The objective of the Fund is to achieve a balance of current income and long term capital appreciation, with a bias towards capital appreciation. The Fund is designed to invest primarily in a mix of equity and fixed income securities from Trinidad and Tobago and from around the world.

Fund risk: med-high

    Reasons for investing

  • By investing in a diverse mix of equities from Trinidad and Tobago, the Fund provides investors with access to the Trinidad and Tobago stock exchange.
  • Provides diversification within the local market through exposure to both equity and fixed income securities.
  • Provides investors with access to international equity markets via their TTD investment.

Additional features.

Diversification

Diversification reduces volatility while improving long term risk adjusted returns by investing across both local and international equity markets, and multiple asset classes.

Liquidity

Provides investors with regular and instant access to their funds with no market or transaction fees.

Convenience

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.

Professional management

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.


Additional Information

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