How Mutual Funds Work for You
Diversify Globally with a Professionally Managed Portfolio for Growth
Sterling’s High Yield Bond Fund, is focused on fixed income US$ global securities. Mutual funds pool your money together with other investors to purchase shares in a professionally managed portfolio. Each investor that owns a share of a mutual fund, owns a piece of this single portfolio. You purchase units today at the current price with the hope of selling your units in the future at a higher price. Our fund was one of the first global mutual funds offered in Jamaica. It gives investors access to investments outside of Jamaica and allows for diversification and higher risk adjusted returns.
Ideal for Long-Term Investors
Tailored for Moderate Risk and Future Goals
Best fit for:
- Investors saving for a medium to long term goal such as retirement or your children/grandchildren’s college education
- Investors with a moderate risk appetite
Investment and Eligibility Requirements:
- The minimum initial investment is 1000 units at the prevailing price per share/unit (currently this works out to approximately US$9,000).
- Jamaicans investing in the fund must be Accredited Investors. Please talk to one of our investment advisors to see if you qualify.
Disclaimer: Investors may experience a gain or loss when they sell their units in any mutual fund. Share values and investment returns for the Fund may fluctuate. Past performance is not necessarily indicative of future performance.
Contact Us
We’re Here to Help
Ready to take the next step in your financial journey?
Our team at Sterling Asset Management Ltd. is here to provide the support and expertise you need. Reach out to us today to discuss how we can help you achieve your investment goals.