What is UTC Global Balanced Fund Limited (GBFL)?
The 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 with minimal fluctuation in capital.
The UTC GBFL will invest primarily in regional and international stocks and bonds.
A key objective of GBFL is to build investment and financial literacy levels of the average investor across the region as well as facilitate wealth creation for thousands of persons across the Caribbean Community (CARICOM).
UTC Global Balanced Fund Limited’s Features and Benefits
This is a US Dollar denominated CIS, the funds in the CIS will be invested in highly liquid securities and as such the CIS will be very liquid.
Statements will be generated quarterly and issued via e-mail to all investors.
Broker Dealers
John Compton Highway
Sans Souci
Castries,
ST. LUCIA
1-758-450-2662
[email protected]
https://www.firstcitizensgroup.com/lc/
First Citizens Investment Services (Port of Spain)
17 Wainwright Street
ST. CLAIR
1-868-622-3247
[email protected]
https://www.firstcitizensgroup.com/tt/
First Citizens Investment Services (St. Vincent and the Grenadines)
2nd Floor, Lewis Pharmacy Building
Corner James and Middle Streets
Kingstown
ST. VINCENT AND THE GRENADINES
1-784-453-2662
[email protected]
https://www.firstcitizensgroup.com/vc/
Grenada Co-operative Bank Limited
No. 8 & 14 Church Street
St. George’s
GRENADA
1-473-440-2111
[email protected]
https://www.grenadaco-opbank.com/
The Bank of Nevis Limited
P.O. Box 450 Main Street
Charlestown
NEVIS – 2
1-869-469-5564/5796
[email protected]
https://www.thebankofnevis.com/
St. Kitts-Nevis-Anguilla (SKNA) National Bank Ltd.
P.O. Box 343 Central Street
Basseterre
ST. KITTS 00265
1-869-465-2204
[email protected]
https://www.sknanb.com/
Bank of St. Vincent and the Grenadines Ltd.
P.O. Box 880
Kingstown
ST. VINCENT & THE GRENADINES
1-784-457-1844
https://www.bosvg.com/
Bank of Saint Lucia Ltd.
#1 Bridge Street
P.O. Box 1862
Castries, LC04 101
SAINT LUCIA
1-758-456-6000 / 1-305-501-2931
[email protected]
https://www.bankofsaintlucia.com/
Licensed Investment Advisors
Only the above listed Broker Dealers and Licensed Investment Advisors can sell/redeem shares in GBFL. All Broker Dealers and Licensed Investment Advisors are regulated by the Eastern Caribbean Securities Regulatory Commission.
