First local asset manager to exclusively focus on USD Bonds and global investments.
First local fund to introduce a dividend reinvestment program and complementary share purchase program for a publicly listed company - Sterling Investments Limited.
US$1,000 invested in Sterling’s mutual fund in 2003, would be worth US$6,513.50 in 2019. That’s a return of 12% Per Annum.
Sterling has consistently delivered some of the highest risk adjusted returns available in Jamaica. Our custom built portfolios have consistently outperformed other managed portfolios currently available in the local market. Our primary focus is on global fixed income securities. Our USD mutual fund has returned over 11% per annum for the past 13 years.
We focus on building custom investment portfolios that meet your return target within your risk profile. Our trusted advisors are easily accessible and ready to create an investment strategy with your personal goals in mind. We advise on portfolio management for all stages of the financial lifecycle.
SAM was formed 18 years ago to give local investors access to the global capital markets. Here, investors can enjoy a wider array of investment options and more flexibility and diversification. We provide investors the option to invest in higher quality assets without sacrificing a proportionate decline in yield. Sterling is a licensed securities dealer and is registered with the Financial Services Commission. Our capital adequacy ratio is almost 2.5 times the regulator’s minimum of 10%. This makes us one of the safest financial institutions in Jamaica.
We are a full-service financial planner, fund manager and global securities trader specializing in (but not limited to) US Dollar investments. If you have US dollars to invest, we are the firm that will maximize your return.
Sterling Asset Management (SAM) formed to provide innovative investment options to the region
SAM launched Sterling Global Funds, one of the first USD mutual funds locally
SAM expands office space to accommodate growth
Sterling Investments Limited (SIL) was launched to help pension funds grow and protect their capital.
SIL listed on Jamaica Stock Exchange.
SIL’S AUM surpasses J$1 billion.
SAM licenced to manage pension funds and retirement schemes.
The keys to financial stability are yours! Click below to subscribe to our blog.