Sagicor Asset Management
Sagicor Global Balanced Fund
Explore a fund that brings shares and bonds into one portfolio.
Explore this optionBuild wealthWhat would more
What would more
possibility look like?
A future with more choice starts with understanding your options. Explore saving, investing and retirement planning in the context of your goals, your commitments and the time ahead.
Start with your lifeGive your money
Give your money
a purpose.
Retirement, a child’s education, a home or a legacy: the reason matters. So does when you might need the money and how a loss could affect your plans.
Consider your emergency savings, everyday commitments, debts and insurance protection alongside any investment. Savings for unexpected expenses serve a different purpose from money committed for the longer term.
Start with your financial pictureA fund should make sense
before it makes your shortlist.
Explore four mutual funds through Sagicor Asset Management and exchange-traded funds through Sagicor E Brokerage. The fund’s actual holdings, objectives, costs and access rules deserve a closer look.
Mutual-fund account opening currently starts at BBD $500, with additional contributions from BBD $100. Confirm the applicable minimums and current terms before sending money.
Understand mutual-fund account openingIndividual holdings.
Professional support.
Explore local share trading, fixed-income transactions and investment management. Bring your questions to BIAI so we can connect you with the appropriate team.
Ask more of
the information.
Income, growth and reinvestment
An investment may generate interest or distributions, change in value, or both. Reinvesting returns can contribute to compounding; neither returns nor growth are guaranteed.
Risk and diversification
Spreading investments across different assets can reduce reliance on one holding. It does not remove market risk or prevent losses. Age alone cannot determine an appropriate portfolio.
Time and access
Ask how redemptions work, how long withdrawals take and whether there are charges or restrictions. Money needed soon calls for a different conversation from a distant retirement goal.
Fees, inflation and currency
Compare all relevant costs and consider how inflation affects purchasing power. International investing also raises questions about currency conversion, tax and returning funds to Barbados.
How much support
would you like?
Explore three service options. Confirm the current minimum investment, fees, available products and eligibility directly with the brokerage team.
The wider picturePlan for the years.
Plan for the years.
And the people.
Investments are one part of your financial picture. Your pension arrangements, income needs and wishes for your family deserve attention too.
Bring your questionsA clearer next step
A clearer next step
starts with a conversation.
Tell us what you want to understand. We’ll help you connect with the appropriate service and confirm what comes next.
Book your free check-up (opens in a new tab)Optional written report: BBD $50