Scotia Elevate

Choose from three funds:  SLTT Short-Term Income Fund, SLTT Fixed Income Fund or the SLTT Growth Fund

SLTT Short-Term Income Fund

Fund risk: low

Investment Objective :

 

This Fund seeks to provide investors with quarterly income and daily liquidity by investing in short-term debt instruments. To achieve this, the SLTT Fixed Income Fund will invest exclusively in Investment Shares of the Scotiabank Trinidad and Tobago Short-Term Income Fund.


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

SLTT Fixed Income Fund

4.51%

2.78%

SLTT Growth Fund

2.72%

0.97%

SLTT Short-Term Income Fund

1.93%

1.20%