Our Performance History

Financial Reports

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Current Annual Report

Download our 2019 Annual Report

Download Our Annual Report

Download our 2019 UTC (Cayman) SPC Limited Annual Report

Download Our Annual Report

Past Annual Reports

Review our operations and financial conditions

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Annual report archives & our financials

Browse our financial performance

2020 Financial Reports

Unaudited Financial Statements

Download: Condensed Consolidated Financial Statements

Mutual Funds Financial Report:
TT$ Income Fund US$ Income Fund	Growth & Income Fund Universal Retirement Fund Global Investor Select ETF SP	UTC Corporate Fund Calypso Macro Index Fund

Mutual Funds Financial Report:

TT$ Income Fund

US$ Income Fund

Growth & Income Fund

Universal Retirement Fund

Global Investor Select ETF SP

UTC Corporate Fund

Calypso Macro Index Fund

Unaudited Financial Statements

Download: Condensed Consolidated Financial Statements

Mutual Funds Financial Report:
TT$ Income Fund US$ Income Fund	Growth & Income Fund Universal Retirement Fund Global Investor Select ETF SP	UTC Corporate Fund Calypso Macro Index Fund

Mutual Funds Financial Report:

TT$ Income Fund

US$ Income Fund

Growth & Income Fund

Universal Retirement Fund

Global Investor Select ETF SP

UTC Corporate Fund

Calypso Macro Index Fund

Unaudited Financial Statements

Download: Condensed Consolidated Financial Statements

Mutual Funds Financial Report:
TT$ Income Fund US$ Income Fund	Growth & Income Fund Universal Retirement Fund Global Investor Select ETF SP	UTC Corporate Fund Calypso Macro Index Fund

Mutual Funds Financial Report:

TT$ Income Fund

US$ Income Fund

Growth & Income Fund

Universal Retirement Fund

Global Investor Select ETF SP

UTC Corporate Fund

Calypso Macro Index Fund

Financial Reports

Mutual Funds Financial Report:
TT$ Income Fund US$ Income Fund	Growth & Income Fund Universal Retirement Fund Global Investor Select ETF SP	UTC Corporate Fund Calypso Macro Index Fund

Mutual Funds Financial Report:

TT$ Income Fund

US$ Income Fund

Growth & Income Fund

Universal Retirement Fund

Global Investor Select ETF SP

UTC Corporate Fund

Calypso Macro Index Fund

Audited Financial Statements

Download: Report of the Auditor General – Consolidated

Mutual Funds Financial Report:
TT$ Income Fund US$ Income Fund	Growth & Income Fund Universal Retirement Fund Global Investor Select ETF SP	UTC Corporate Fund Calypso Macro Index Fund

Mutual Funds Financial Report:

TT$ Income Fund

US$ Income Fund

Growth & Income Fund

Universal Retirement Fund

Global Investor Select ETF SP

UTC Corporate Fund

Calypso Macro Index Fund

Audited Financial Statements

Download: Report of the Auditor General – Consolidated

Mutual Funds Financial Report:
TT$ Income Fund US$ Income Fund	Growth & Income Fund Universal Retirement Fund Global Investor Select ETF SP	UTC Corporate Fund Calypso Macro Index Fund

Mutual Funds Financial Report:

TT$ Income Fund

US$ Income Fund

Growth & Income Fund

Universal Retirement Fund

Global Investor Select ETF SP

UTC Corporate Fund

Calypso Macro Index Fund

Audited Financial Statements

Download: Report of the Auditor General – Consolidated

Mutual Funds Financial Report:
TT$ Income Fund US$ Income Fund	Growth & Income Fund Universal Retirement Fund	UTC Corporate Fund Calypso Macro Index Fund

Mutual Funds Financial Report:

TT$ Income Fund

US$ Income Fund

Growth & Income Fund

Universal Retirement Fund

UTC Corporate Fund

Calypso Macro Index Fund

Audited Financial Statements

Download: Report of the Auditor General – Consolidated

2019 - 2008 Annual Reports

2016 – 2019	2012 – 2015	2008 – 2011
2019 UTC Annual Report	2015 UTC Annual Report	2011 UTC Annual Report
2018 UTC Annual Report	2014 UTC Annual Report	2010 UTC Annual Report
2017 UTC Annual Report	2013 UTC Annual Report	2009 UTC Annual Report
2016 UTC Annual Report	2012 UTC Annual Report	2008 UTC Annual Report

Current Financial Position

2019 Annual Report

Download Our Annual Report