Republic Caribbean Equity Fund

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Republic Caribbean Equity Fund

What is the investment objective of this fund?

The investment objective of this fund is to seek long-term growth of capital by investing primarily in a diversified portfolio of equity securities of issuers domiciled, in but not limited, to Trinidad and Tobago and the Caribbean Basin countries.

What is a growth mutual fund?

A growth mutual fund aims to provide investors with long-term growth through the capital appreciation of their investments.

Who should invest in this fund?
This fund is ideal for investors who are:
  • seeking a medium to long-term investment option
  • not averse to the risks associated with equity-based mutual funds
  • seeking to protect the purchasing power of their investment from rising inflation by obtaining potentially higher returns than traditional savings products
  • interested in buying equity securities (stocks) but who don’t have the time or the expertise to monitor the performance of stock in the different markets
Attractive Returns Stocks have traditionally provided higher long-term returns than traditional savings products such as fixed deposits and even money market funds.
Professional Management Republic Wealth Management Ltd. (established July 1, 2014 and formerly the asset management arm of the Trust and Asset Management Division [established 1938] of Republic Bank) is the appointed asset manager of the Fund. Republic Wealth Management Ltd. has a knowledgeable investment team with over fifty years in investment management experience and manages billions in assets on behalf of individual and institutional clients.
Accessibility Republic Bank's extensive branch network makes it easy for you to access the Republic Caribbean Equity Fund.
Flexibility You may establish your account with a minimum initial investment of $2,000 and make additional investments of $200 at anytime convenient to you.
Collateral A percentage of your fund balance can be used as collateral.
Updates Semi-annual newsletters are issued to unit holders.
Longevity RCEF was the first Caribbean Growth Fund (inception 1999) launched in Trinidad and Tobago.
Income & Distribution The Trustee may make distributions out of the net realised income of the Fund. Distributions of income may be made annually and are reinvested automatically in additional units.
Statements Quarterly statements are issued to unit holders.
Initial Investment TT$ 2,000.00
Min. Subsequent Investment TT$ 200.00
Unit Price The Fund has two prices, the Offer price and the Bid Price. The difference between the two is a 2% front end sales load. Units are purchased at the offer price and redeemed at the bid price.
How to Apply?

Simply contact any one of our Marketing Officers who will provide additional information and help you open your Republic Caribbean Equity Fund.

Contact us

Interested investors can call 1-868-625-4411 extension 69918 or send an email to invest@rfhl.com

Documentation Needed

Before visiting our branches, ensure you have:
Two (2) forms of Identification (e.g. National Identification Card, Passport or Driver's License)
Recent Utility Bill; Authorization Letter if Bill is not in your name
Job Letter
Pay slip
Required Deposit for opening

Disclaimer

Important information concerning the investment goals, risks, charges and expenses is contained in the prospectus, copies of which are available from any branch of Republic Bank Limited or from our website and should be read carefully before investing. This investment is not insured or guaranteed by the Central Bank of Trinidad & Tobago, Republic Bank Limited, its parent company Republic Financial Holdings Limited, any affiliates or subsidiaries of the Republic Financial Group or any person or corporation. Performance is subject to variation and is likely to change over time. Past performance is not necessarily a guide to future performance.

Inception date: September 1999

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