What is the UTC Global Balanced Fund Limited?
UTC Global Balanced Fund Limited (UTC GBFL) is a US Dollar denominated Collective Investment Scheme (CIS). The objective of the UTC GBFL is to provide investors with capital growth and income. UTC GBFL will invest primarily in regional and international stocks and bonds.
UTC is the largest collective investment scheme provider in the English-speaking Caribbean, with approximately TT$25 billion (US$3.6 billion) in funds under management. Refer to the UTC website: www.ttutc.com
Who Should Invest?
UTC GBFL is intended for all investors seeking capital growth over a medium- to long-term investment horizon and is geared towards investors with a moderate risk appetite. All investors should read the prospectus and consult their financial advisor to decide whether this investment is right for them.
BENEFITS:
- Diversified portfolio investing
- Easy Access and Convenience
- Professional and Reputable Investment Management
- Moderate risk profile
Price of Shares:
The share price is calculated daily and is based on the value of the securities in UTC GBFL on that day. Shares are purchased at the Offer Price and redeemed at the Bid Price. The purchase of shares will attract an initial sales charge of 1.2%. The value of UTC GBFL varies according to the value of the underlying securities, which may fluctuate.
