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Mutual funds & investments

Give your future goals a considered investment plan.

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For a future with more possibilities.

A shared portfolio.
A personal reason to invest.

Explore Sagicor’s Global Balanced, Preferred Income, Select Growth and Renewable Energy funds through Sagicor Asset Management. Each has a different objective and mix of investments. A consultation can help you understand the risks, costs and access conditions in relation to your goals and timeframe. Values can fall and returns are not guaranteed.

A question for your situation

What is this money for, and when might you need it?

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.

Different funds.
Different objectives.

Sagicor Global Balanced Fund

Explore a fund that brings shares and bonds into one portfolio.

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Sagicor Preferred Income Fund

Explore an income-focused approach to investing.

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Sagicor Select Growth Fund

Put long-term growth potential and short-term fluctuations into perspective.

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Sagicor Renewable Energy Fund

Explore investment exposure to renewable energy and related opportunities.

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ETFs use the separate Sagicor E Brokerage route. Corporate mutual-fund applicants have a separate checklist.

Before asking “what should I invest in?”, ask this.

What is the money for, and when might you need it?

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