Affirm Funds

Choose from three funds:  SLTT Interest Fund, SLTT Fixed Income Fund or the SLTT Growth Fund

SLTT Interest Fund

Fund risk: low

Investment Objective :

 

The objective of the Interest Fund is to preserve capital and provide liquidity. The Interest Fund, which is denoted in Trinidad and Tobago dollars, will be invested in a combination of Trinidad and Tobago interest bearing instruments. The company reserves the right to vary the constituent assets in the Fund from time to time.


SLTT Fixed Income Fund

Fund risk: low-med

Investment Objective :

 

The objective of the Fund is to provide income and modest capital gains. The Fund is designed to invest primarily in fixed income securities, issued or guaranteed by the Trinidadian or foreign governments, or issued by Trinidadian or foreign corporations. To achieve this, the SLTT Fixed Income Fund will invest exclusively in Investment Shares of the Scotiabank Trinidad and Tobago Fixed Income Fund.


SLTT Growth Fund

Fund risk: med-high

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. To achieve this, the SLTT Growth Fund will invest exclusively in Investment Shares of the Scotiabank Trinidad and Tobago Growth Fund.

Fund performance at a glance

FUND

RETURN

 

12Mth

YTD

3YR

5YR

SLTT Interest Fund

1.22%

1.00%*

3.26%

5.33%

SLTT Income Fund

4.70%

2.85%

11.61%

 

SLTT Growth Fund

3.07%

0.99%

5.62%