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Why Invest?

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 GBFL is a wholly owned subsidiary of the Trinidad and Tobago Unit Trust Corporation (UTC).
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:

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.

Collective Investment Scheme Specifics

Strategy
First retail Mutual Fund or Collective Investment Scheme in the Eastern Caribbean Currency Union (ECCU), offering persons access to international capital markets. It will promote investment literacy regionally, facilitate inter-generational wealth creation opportunities, and further develop the Eastern Caribbean Securities Market.
Style
Balanced
Risk
Moderate Risk profile
Currency
US Dollars
Initial Investment

The initial investment in UTC GBFL is a minimum of US$100 (or EC$ equivalent). Subsequent investments (minimum US$20 or EC$ equivalent).