• Risk Level: Very Aggressive (Discussion of investment goals with a financial advisor/ UTC Customer Service Officer and understanding of Fund prospectus very important)
• People who have invested in this fund, also invest in: Energy Fund, Latin American Fund, European Fund, Global Bond Fund
• Click here to download - Offering Memorandum - Asia-Pacific Fund (August 2011)

Capital is invested primarily in equity and fixed income securities issued or guaranteed by corporations in the Asia-Pacific region. Other financial instruments with values directly based on the value of securities from this region, are also included in this region-specific Fund.

Disclaimer: It is important investors take the time to fully understand our financial products prior to investing. The information below is provided to give basic information on this product. Take the time to discuss your investments with our staff and understand all risks prior to investing. 

A Quick Look at the Asia-Pacific Fund
Concentration of Investment

• Continental Asia (as defined by the United Nations)
• The Pacific Rim States of Australia and New Zealand

Features

• US$ denominated
• Minimum initial investment US$100
• Minimum subsequent investment US$20

Benefits

• Potential for long-term capital growth
• Portfolio diversiication
• Tax eficient

Who Should Invest

This Fund will give you exposure to international markets at varying levels of risk. So to determine whether this Fund is for you, answer the following questions:

• Are you interested in exposure to Asian-Pacific
• Are you seeking a product with the potential for long-term growth of capital?
• Do you have a long-term investment horizon?
• Can you accept price fluctuations?
• Do you have a medium to high risk tolerance?

If you answer "yes" to all these questions then you should consider investing in the UTC Asia-Pacific Fund!

Investment Management

In operation since 1982, the Fund’s Investment Manager and Distributor is the Trinidad & Tobago Unit Trust Corporation. With Funds under Management at over US$2.5 billion, the UTC is the Caribbean’s largest mutual fund manager. The UTC manages equity as well as fixed income portfolios covering Trinidad & Tobago, the Caribbean and the US Markets. The UTC’s funds have delivered consistently competitive returns for over 500,000 investors throughout the Caribbean.