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Unit Trust Funds

The PROVEN Wealth suite of Unit Trust funds are expertly managed portfolios tailor-made to suit the investment goals and risk appetite of our investors. The Unit Trust funds are designed with exceptional care to specifically allow our clients the choice to further diversify their investment portfolios and earn attractive returns on both JMD and USD Investments over the medium to long term.

Benefits Include:

Professional Management

Diversification

Flexibility

Liquidity

Capital Preservation

The PROVEN Wealth

Limited Funds compromise

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 Equity Fund (JMD)

*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)

To help you.

 

Professionally managed portfolio designed to provide capital preservation and liquidity.

 The Portfolio invests in:

 Repurchase Agreements

 Short and medium-term Government of Jamaica and Bank of Jamaica                 securities.

 Commercial papers and Investment Grade Securities

 

 

Professionally managed portfolio designed to provide long-term capital growth through appreciation and interest income.

 The Portfolio invests in:

 Medium and long-term Government of Jamaica and other sovereign bonds.

 Medium and long-term Investment-grade corporate bonds.

 Repurchase agreements.

Professionally managed equity portfolio designed to provide above average long-term capital growth.

 The Portfolio invests in:

 Jamaica Stock Exchange-listed equities on both the Main and Junior                       market. 

 Equities listed on Regional exchanges.

 Equities listed any other recognized stock exchange subject to the                       foreign exchange restrictions

 

 

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$ 200,00 and J$ 500,000 respectively.

*Subsequent Investment of $J 50,000.00 and $J 100,000.00 respectively.

 

To help you.

 

Professionally managed long-term portfolio designed to povide above-average risk-adjusted fixed income reyurns.

The Portfolio invests in:

 Medium to long term corporate bonds.

  Corporate Loans. 

  Governement Fixed Income.

  Preference Shares.

  Private Debt transactions

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:

 Real estate properties

  Real estate unit trusts

 REITS

  Other Real Estate linked investments

 

 

Forms

PROVEN Select Instruction Form

PROVEN Non-Diversified Fund – Offering Circular

PROVEN Non-Diversified Fund Instruction Form

PROVEN Non-Diversified Fund Brochure

Portfolio Name

Fund Composition