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:
  • 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

Adobe Acrobat Reader is required to view documents. Click on the icon to the to download a copy of Acrobat Reader