Do you have US$ 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 US$ Income mutual funds registered in Trinidad and Tobago, while providing for acceptable levels of liquidity and credit risk.

About this Fund

Currency in US with an initial investment of US $3,000.00 (minimum) with additional investments of US 500.00

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

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

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

Corporate Bonds 40%
Government Bonds 35%
Emerging Market Bonds 15%
Cash & Money Market Instruments 10%

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.