📈 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 | |
|---|---|---|---|---|---|---|---|---|---|
| JN Fund ManagersJN Global Diversified Income Fund | Fees in the first yearJ$30,0001.5% on J$2,000,000 | unit trust (JMD) | 1.5% | 0% | 0% | J$10,000 | 3 days | JMD and global bonds | Visit ↗ |
| NCB Capital Markets & NCB Insurance AgencyNCB Capital Markets Unit Trust (JMD) | Fees in the first yearJ$30,0001.5% on J$2,000,000 | unit trust (JMD) | 1.5% | 0% | 0% | J$50,000 | 3 days | JMD bonds and equities | Visit ↗ |
| VM Wealth Management & VM PensionsVM Wealth Classic Income Fund | Fees in the first yearJ$33,0001.65% on J$2,000,000 | unit trust (JMD) | 1.65% | 0% | 0% | J$10,000 | 3 days | JMD fixed income | Visit ↗ |
| JMMB Fund ManagersJMMB Income & Growth Fund (JMD) | Fees in the first yearJ$35,0001.75% on J$2,000,000 | unit trust (JMD) | 1.75% | 0% | 0% | J$50,000 | 3 days | Jamaican bonds and 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
