Scotia Legacy
Choose from three funds: TT$ Income Life Fund, US$ Income Life Fund or the Balanced Life Fund.
TT$ Income Life Fund
Fund risk: low
Investment Objective :
The TT$ Income Life Fund invests primarily in TT$ interest bearing instruments. The Company may vary the constituent assets from time to time.
US$ Income Life Fund
Fund risk: low-med
Investment Objective :
The US$ Income Life Fund invests primarily in US$ interest bearing instruments. The Company may vary the constituent assets from time to time. Conversions between TT dollars and US dollars will be affected at the average of the official published buy and sell foreign exchange rates of Scotiabank Trinidad and Tobago Limited.
Balanced Life Fund
Fund risk: med-high
Investment Objective:
The Balanced Life Fund invests primarily in interest bearing instruments and equities. The Company may vary the constituent assets and the proportion between interest bearing instruments and equities from time to time. The Balanced Pension Fund is divided notionally into identical portions called units. Unit values will be calculated at the valuation dates specified at intervals to be determined by the Company from time to time.
Fund performance at a glance
FUND |
RETURN |
|||
12Mth |
YTD |
3YR |
5YR |
|
Balanced Life Fund |
-1.39% |
1.07% |
-1.72% |
0.02% |
TT$ Income Life Fund |
1.00% |
0.49% |
3.03% |
5.71% |
US$ Income Life Fund |
0.15% |
0.07% |
0.45% |
0.84% |