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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. 

Click Here to download Sterling Global Funds (SGF) Fact Sheet

Sterling Mutual Fund Brochure

Click here for the Sterling Mutual Fund Prospectus

 

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

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