Bond Information
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Lisa MintoAssistant Vice President - Personal 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 -
Marian RossAssistant Vice President- Trading & Investments -
Marva ChangVice President - Finance & Compliance -
Wayne WalkerVice President - Operations
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
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
