Capital & Credit Fund Managers’ Capital Growth Fund offers you, the investor, a diversified portfolio with investments in all asset classes i.e. stocks, real estate and fixed income investments.
Who Can Benefit
Individuals/Corporations/Groups with small or large amounts of funds who wish to invest in the medium to long term, and are moderate risk takers, as there is no guaranteed rate of return.
What the Fund Offers
Stock portfolio is concentrated in growth stocks that generally out-perform the Jamaica Stock Exchange Index.
Units are ideal for saving towards medium to long-term objectives such as purchasing a home and education.
Potential above average returns over the medium to long term
Returns on capital gains are tax free
How It Works
The Capital Growth Fund consists of stocks traded on the Jamaica Stock Exchange, Commercial Real Estate and Fixed Income Securities.
The Fund is revalued daily
Assets are held by the Trustee, Scotia Jamaica Investment Management Limited
All income earned and dividends received are reinvested in the Fund
Growth rate of the Fund is sensitive to economic and financial market conditions
NOTE: Capital & Credit Securities Ltd. is an agent for Unit Trust products offered by Capital & Credit Fund Managers Ltd.