📈 Unit Trusts & Investments
Unit trusts, money-market and equity funds, and brokerage accounts compared on management fees, entry and exit charges and minimums — the drag on your returns that the brochure prints smallest.
| Provider & product | Fees in the first year | Product | Management fee (per year) | Entry charge | Exit charge | Minimum investment | Days to withdraw | What it holds | |
|---|---|---|---|---|---|---|---|---|---|
| Scotia Investments JamaicaScotia Premium Growth Fund | Fees in the first yearJ$40,0002% on J$2,000,000 | equity fund | 2% | 0% | 1% | J$100,000 | 5 days | JSE equities | Visit ↗ |
| Sagicor Investments JamaicaSagicor Sigma Global Venture Fund | Fees in the first yearJ$60,0002% on J$2,000,000 · entry charge J$20,000 | equity fund | 2% | 1% | 0% | J$100,000 | 5 days | Regional and international equities | Visit ↗ |
| Barita InvestmentsBarita Capital Growth Fund | Fees in the first yearJ$75,0002.25% on J$2,000,000 · entry charge J$30,000 | equity fund | 2.25% | 1.5% | 0% | J$100,000 | 5 days | JSE-listed equities | Visit ↗ |
About these figures. Fees are the published annual management charge and initial/exit charges; returns are not guaranteed and past yields are not shown. All providers listed are licensed by the FSC. Minimums and charges differ between the JMD and USD versions of a fund. Spotted a wrong number? Report it and we will check it within a day. Show as cards instead
