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Sagicor Global Balanced Fund
Explore a fund that brings shares and bonds into one portfolio.
Shares and bonds.
One portfolio to understand.
The Global Balanced Fund seeks income and long-term growth through a mix of local, regional and international shares and bonds. A mixed portfolio still carries investment risk. Its holdings and value can change, so the current fund documents matter more than the label alone.
The right approach depends on your circumstances, existing arrangements and the provider’s current terms. We’ll help you understand the details in a consultation.
Look at the balance.
- Review the current asset mix and fund objectives.
- Understand market, interest-rate and currency risks.
- Ask how and when you can redeem your investment.
- The mix of shares, bonds and other assets changes over time. Review the current asset allocation rather than assuming a fixed 50/50 split.
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Retirement planning
Turn the retirement you imagine into a practical conversation.
Mutual funds & investments
Give your future goals a considered investment plan.
Estate & legacy planning
Make your intentions clearer for the people you love.
Sagicor Preferred Income Fund
Explore an income-focused approach to investing.