Capital is invested in fixed income securities issued by corporations and sovereigns globally.
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 Global Bond Fund
Concentration of Investment
- United States
- Latin America
- US$ denominated
- Minimum initial investment US$100
- Minimum subsequent investment US$20
- Potential for capital stability and current income
- Portfolio diversification
- Tax efficient
Who Should Invest
This Fund will give you exposure to a combination of overseas markets, each with varying levels of risk. So investors with seeking relative capital stability (some possibility for fluctuations in value of investment) and potential for income in the long term may be interested in this Fund.
- Are you interested in exposure to US, Asian-Pacific, Latin and European bond markets?
- Are you seeking a financial product offering relative capital stability and potential for current income?
- Do you have a long-term investment horizon?
- Are you willing to hold your investment in the Fund for a minimum of 5 years?
If you answer "yes" to all these questions then you should consider investing in the UTC Global Bond Fund! Review the Prospectus and talk to our Customer Service Team for more information to assist you in making your investment decision.
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.
|Global Bond Fund Chart
||Relative Capital Stability and Potential for Income (See Prospectus)
||Fixed Income Securities
||Moderate to Aggressive: Potential for significant fluctuation in value of investments
||Net Asset Value
|Minimum Subsequent Purchase
||Quarterly – available online
||Same Day without penalty
||Up to 2% net asset value