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This fund is ideal if you:
• Have an international portfolio and you are concerned about over exposure to the US$ and TT$
• Have a short to medium term investment horizon
Portfolio:
The Investment Objective of the Fund Is to generate investment returns which are superior to all Euro income mutual funds registered in Trinidad and Tobago, while providing for acceptable levels of liquidity and credit risk. The diagram below is an indication of the identified asset classes and allocations.
These asset allocations can and will be actively managed to obtain the best results available from current market conditions, ensuring that earnings do not suffer as yields fluctuate.
Fund Management:
Your investment will best safe hands. The professional fund managers are ANSA Merchant Bank Limited, one of the Caribbean's leading financial institutions, renowned for introducing innovative, sound value solutions and services to the business community.
Expertise:
The Bank manages funds in excess of $5 Billion, which demonstrates the strength and depth of fond management expertise. ANSA Merchant Bank's range of Financial Services includes:
• Merchant Banking
• Investment Services
• Foreign Exchange
• Unit Trust
• Savings & Pensions
• Finance Company
• Leasing
• Mortgages
ANSA Merchant Bank Limited is a publicly quoted company on the Trinidad &Tobago Stock Exchange with market capitalization in excess of $2.7 Billion.
The Fund seeks to ensure the professional management and further security for your money by using independent Trustees.
For further information on The ANSA Secured Fund and haw it will help you fulfill your investment needs, call the ANSA Euro Income Fund Hotline at 800-7700 or (868) 622-7700. You can also email us using this email form.
Summary:
- No entry or exit fees
- Member of ANSA McAL Group
- Daily Liquidity
- Quarterly Income or reinvest
We’ve got your investment ANSA!
Prospectus
ANSA Euro Income Fund Prospectus
Archived Reports
Application Requirements
1. Know Your Customer (KYC):
a. Individual (Click to Download)
b. Corporate (Click to Download)
i. Submission of Company Documents as required by the Central Bank Trinidad & Tobago.
2. Application Form (Click to Download)
3. Source of Funds (Click to Download)
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