Do you have TT$ funds and want to earn stable, healthy returns?

Or have a short to medium term investment horizon? Then this is the fund for you. The Investment Objective of the Fund is to generate investment returns which are superior to all TT$ Income mutual funds registered in Trinidad and Tobago, while providing for acceptable levels of liquidity and credit risk.

About the Fund

Currency in TT with an initial investment of TT $25,000.00 (minimum) with additional investments of TT 5,000.00

  • No entry or exit fees
  • Member of ANSA McAL Group
  • Daily Liquidity
  • Quarterly Income or reinvest

Download ANSA TT$ Income Fund Prospectus here [PDF].

The diagram below is an indication of the identified asset classes and allocations.

Corporate Bonds 50%
Government Bonds 35%
Cash & Money Market Instruments 15%

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.

The Bank manages funds in excess of $5 Billion, which demonstrates the strength and depth of fund 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.

1. Know Your Customer (KYC)

Download PDF [Individual]

Download PDF [Corporate*]

2. Application Form

Download PDF

3. Source of Funds

Download PDF

*Submission of Company Documents as required by the Central Bank Trinidad & Tobago.