Sort by Cheapest (calculated) Management fee (per year) Entry charge Exit charge Minimum investment Days to withdraw
Sagicor Investments Jamaica Indicative Fees in the first year J$20,000 1% on J$2,000,000
Product money market fund
Management fee (per year) 1%
Entry charge 0%
Exit charge 0%
Minimum investment J$50,000
Days to withdraw 1 days
What it holds Short-term JMD instruments
Scotia Investments Jamaica Indicative Fees in the first year J$20,000 1% on J$2,000,000
Product money market fund
Management fee (per year) 1%
Entry charge 0%
Exit charge 0%
Minimum investment J$25,000
Days to withdraw 1 days
What it holds Short-term JMD
Fees in the first year J$25,000 1.25% on J$2,000,000
Product money market fund
Management fee (per year) 1.25%
Entry charge 0%
Exit charge 0%
Minimum investment J$25,000
Days to withdraw 1 days
What it holds JMD money-market securities
Fees in the first year J$30,000 1.5% on J$2,000,000
Product unit trust (USD)
Management fee (per year) 1.5%
Entry charge 0%
Exit charge 0.5%
Minimum investment J$160,000
Days to withdraw 5 days
What it holds US$ regional and global bonds
Fees in the first year J$30,000 1.5% on J$2,000,000
Product unit trust (JMD)
Management fee (per year) 1.5%
Entry charge 0%
Exit charge 0%
Minimum investment J$10,000
Days to withdraw 3 days
What it holds JMD and global bonds
Fees in the first year J$30,000 flat · brokerage to buy J$30,000
Product brokerage account
Management fee (per year) 0%
Entry charge 0%
Exit charge 0%
Minimum investment J$10,000
Days to withdraw 3 days
What it holds Buy and sell JSE shares yourself
No management fee; you pay brokerage of about 1.5% + GCT on each trade instead.
NCB Capital Markets & NCB Insurance Agency Indicative Fees in the first year J$30,000 1.5% on J$2,000,000
Product unit trust (JMD)
Management fee (per year) 1.5%
Entry charge 0%
Exit charge 0%
Minimum investment J$50,000
Days to withdraw 3 days
What it holds JMD bonds and equities
Fees in the first year J$30,000 1.5% on J$2,000,000
Product unit trust (USD)
Management fee (per year) 1.5%
Entry charge 0%
Exit charge 0.5%
Minimum investment J$160,000
Days to withdraw 5 days
What it holds US$ bonds
VM Wealth Management & VM Pensions Indicative Fees in the first year J$33,000 1.65% on J$2,000,000
Product unit trust (JMD)
Management fee (per year) 1.65%
Entry charge 0%
Exit charge 0%
Minimum investment J$10,000
Days to withdraw 3 days
What it holds JMD fixed income
Fees in the first year J$35,000 1.75% on J$2,000,000
Product unit trust (JMD)
Management fee (per year) 1.75%
Entry charge 0%
Exit charge 0%
Minimum investment J$50,000
Days to withdraw 3 days
What it holds Jamaican bonds and equities
Scotia Investments Jamaica Indicative Fees in the first year J$40,000 2% on J$2,000,000
Product equity fund
Management fee (per year) 2%
Entry charge 0%
Exit charge 1%
Minimum investment J$100,000
Days to withdraw 5 days
What it holds JSE equities
Sagicor Investments Jamaica Indicative Fees in the first year J$60,000 2% on J$2,000,000 · entry charge J$20,000
Product equity fund
Management fee (per year) 2%
Entry charge 1%
Exit charge 0%
Minimum investment J$100,000
Days to withdraw 5 days
What it holds Regional and international equities
Fees in the first year J$75,000 2.25% on J$2,000,000 · entry charge J$30,000
Product equity fund
Management fee (per year) 2.25%
Entry charge 1.5%
Exit charge 0%
Minimum investment J$100,000
Days to withdraw 5 days
What it holds JSE-listed equities
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 a table
