Mutual Funds/Unit Trust Services
The Income and Growth Fund is invested primarily in the stock market with a component in fixed income instruments, and allows the investor to benefit from participating in the stock market through the Fund Managers' expertise and market intelligence.
The Capital Growth Fund is invested primarily in the stock market and commercial real estate, with a fixed income component. This fund aims to maximize capital gains through its mix of securities.
The Giltedge Fund is invested only in fixed income instruments - ie: Government of Jamaica local registered stocks, Treasury Bills, Debentures and Sale and Repurchase Agreements. This fund allows the investor a rate of return equivalent to, or above average returns in the fixed income market.
Who Can Benefit
- Individuals/Corporations/Groups with small or large amounts of funds who wish to invest in the medium to long term with moderate risk
What a Unit Trust Offers
- Diversified investment options which yield higher returns than ordinary savings accounts
- The minimum initial investment is low, and is therefore attractive to small investors
- Units are ideal for saving towards long-term goals such as purchasing a home, a university education, or retirement
- You can access funds easily
- Returns on capital gains are tax free*
- Your funds are managed by reputable and successful Fund Managers
How It Works
- Units are purchased in the fund(s) of choice
- Funds are professionally managed by CCFM
- Assets are held by Trustee
- All income earned and dividends received are reinvested in the funds
- Investors are protected
- Growth rate of the funds are sensitive to economic and financial market conditions
NOTE: Capital & Credit Securities Ltd. is an agent for Unit Trust products offered by Capital & Credit Fund Managers Ltd.
