There are many benefits of the Fund, and our team of Advisors can help you discover each and every one of them.

1. Professional Management
   With over 175 years of financing and investing experience, we boast a proud investment history and portfolio of investments. With knowledgeable Investment Managers and Analysts, we will monitor your assets to help you achieve your financial objectives.
2. The Ability to Diversify Your Risk
   In keeping with our commitment of “Wise Financial Thinking For Life”, we spread your investments over a wide range of companies, industries, and asset classes that can help lower your risk of significant loss if a particular company or sector does not do well. This is due to the fact that as a few investments performs poorly, these losses are offset by others that perform well.
3. Convenient Investing
   We are here to make investing as easy as possible for you, and Sagicor Segregated Funds allow unit holders to buy units on an ongoing basis. Purchasing units in the Segregated Fund is as easy as increasing your contribution via the voluntary contribution. Once purchased, your units are locked into the Fund and can only be redeemed upon an event of resignation, retirement, termination or death.Over the course of your participation in your company’s pension plan and by extension the Segregated Fund, the price per unit will fluctuate in tandem with the market price of the underlying securities held within the Fund. Unit holders share in any investment income or capital appreciation on the underlying investments of the Fund, proportionate with their quantity of units held in the Fund.It is important to note that unit holders will not receive increments in the quantity of units credited to them as a result of income allocation or capital appreciation of the Fund’s underlying assets. The price of the existing units will increase to reflect the allocation of income or increase in market price.
4. A Little Today, A Lot Tomorrow
   The Funds are excellent for those individuals who may find it difficult to invest excessively large amounts of money. Segregated Funds are long-term investments and give the assurance that a little can go a long way.
5. Taxation Benefits
   The Fund is exempt from Barbados taxation. This benefits you as the unit holder because the performance of the Fund is not reduced through local taxes. However, through geographical diversification of the Fund’s assets, certain countries impose withholding tax on the Fund’s assets held within those countries.