Bond Information
-
Lisa MintoManager - Financial Planning -
Pamela LewisVice President - Investment & Client Services -
Toni-Ann NeitaAssistant Vice President - Personal Financial Planning -
Charles RossPresident & CEO -
Eugene StanleyVice President - Fixed Income & Foreign Exchange -
Ian WatsonVice President - Sales & Marketing -
Judith BloomfieldVice President - Operations -
Marva ChangVice President - Finance & Compliance -
Wayne WalkerVice President - Operations -
Yanique Leiba-EbanksAssistant Vice President - Trading & Business Development
Mutual Funds
Mutual Funds are pooled investments which can offer higher rates of return. They are generally professionally managed and can be diversified according to asset classes, industry and/or geographic location.
Mutual Fund December 2016 Click to download Sterling Global Funds (SGF) Fact Sheet
Sterling Asset Management Limited currently markets one mutual fund:
- Sterling Global High Yield Bond Fund(which enjoyed a cumulative average growth rate of 12.6% per annum)
Features:
- Medium to long term investments, i.e. greater than 3 years
- Client benefits from capital appreciation, i.e. increases in the price of the unit’s of the Fund.
- NO regular interest payments
- No withholding tax, i.e., tax is NOT deducted at source
- Minimum investment of 1,000 units (for the Sterling Global High Yield Bond Fund)
Best for you if you require:
- Capital accumulation and preservation
- Moderate risk levels
Requirements (for new Mutual Fund clients only):
- completion of Account Opening Form (Download Account Opening Form)
- photo ID (eg., driver’s licence or passport)
- utility bill
- payment in the form of a manager’s cheque
NB: overseas clients are required to have all documents notarized
