📈 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 | |
|---|---|---|---|---|---|---|---|---|---|
| JMMB Fund ManagersJMMB Optimum Capital (USD) | Fees in the first yearJ$30,0001.5% on J$2,000,000 | unit trust (USD) | 1.5% | 0% | 0.5% | J$160,000 | 5 days | US$ regional and global bonds | Visit ↗ |
| Proven WealthProven Wealth Fixed Income Fund (USD) | Fees in the first yearJ$30,0001.5% on J$2,000,000 | unit trust (USD) | 1.5% | 0% | 0.5% | J$160,000 | 5 days | US$ bonds | 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
