We design to suit your investment goals.
Find the mutual fund which serves you best!
By investing in our mutual funds, you can benefit from reduced risk through a balanced portfolio that encompasses various sectors, industries, and geographic regions. They target bonds, equities, money market instruments and other securities for investments.
These funds take into account your financial objectives, risk tolerance, and the amount of time you would like to invest for, in order to ensure your success. We carefully consider our investors’ needs and create portfolios which we believe will provide optimal results. Our experienced fund managers expertly oversee your portfolios to keep you on track to achieving your financial goals and aid you on your journey to achieving greater financial freedom.
Regardless of where you are on your investment journey, we are sure to find a mutual fund which best aligns with your financial goals.
Not sure where to start? We have adept financial advisors who can guide you through the process and help to alleviate any concerns.
Benefits Include:
Professional Management
Liquidity
Diversification
Capital Preservation
Flexibility
The PROVEN Wealth Limited Funds comprise
PROVEN Select Fund
The PROVEN Select Fund consists of both USD and JMD portfolios geared towards attractive returns and diversification through a variety of financial assets. The fund is comprised of four (4) portfolios:
- PROVEN Select Money Market Fund (USD & JMD)
- PROVEN Select Fixed Income Fund (USD)
- PROVEN Select Fixed Income Fund (USD)
* An initial investment of J$200,000 and US$2,000.(For JMD and USD portfolios respectively)
* Subsequent Investment – J$10,000 or US$100.(For JMD and USD portfolios respectively)
PROVEN Select Money Market Fund (JMD & USD)
Professionally managed portfolio designed to provide capital preservation and liquidity.
The Portfolio invests in:
PROVEN Select Fixed Income Fund (USD)
Professionally managed portfolio designed to provide long-term capital growth through appreciation and interest income.
The Portfolio invests in:
PROVEN Select Equity Fund (JMD)
Professionally managed equity portfolio designed to provide above average long-term capital growth.
The Portfolio invests in:
PROVEN Non-Diversified Fund
The PROVEN Non-Diversified Fund offers a suite of managed portfolios designed primarily for medium to long term investment. The PROVEN Non-Diversified Fund is comprised of two (2) JMD portfolios:
- PROVEN High Yield Fund (JMD)
- PROVEN Real Estate Fund (JMD)
* An initial investment of J$ 200,000 and J$ 500,000 respectively.
* Subsequent Investment of J$ 50,000.00 and J$ 100,000.00 respectively.
PROVEN High Yield Fund (JMD)
Professionally managed long-term portfolio designed to provide above-average risk-adjusted fixed income returns.
The Portfolio invests in:
PROVEN Real Estate Fund (JMD)
Professionally managed portfolio designed to give direct exposure to real estate assets and provide returns commensurate with investing in the real estate market.
The Portfolio invests in:
View our unit trust fund rates
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