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Republic Caribbean Equity Fund

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What is the Republic Caribbean Equity Fund?

The Republic Caribbean Equity Fund is a TT dollar Growth Mutual Fund that seeks to invest in a diversified portfolio of equity (stocks and shares) and fixed income securities (such as bonds, commercial paper, treasury notes). It offers investors the opportunity to invest in companies in both the local and regional stock markets.

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.

What is the Investment Objective of this Fund?

The investment objective of the 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.

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; and
  • interested in buying equity securities (stocks) but who have neither the time not 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 Bank Trust and Asset Management Division is the appointed Manager of the Fund. Established over 70 years ago, this Division has amongst its specialists a knowledgeable and experienced investment team which manages billions in assets on behalf of individuals 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 $10,0000 and make additional investments of $1,0000 at anytime convenient to you.
Collateral A percentage of your Fund balance can be used as collateral.
Updates Semi-annual newsletters would be issued to unit holders.
Longevity RCEF was the first Caribbean Growth Fund (inception 1999) launched in Trinidad and Tobago.
Initial Investment TT$ 2000.00
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 3 % 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 3064, 3316 or 3141 or send an email to trambdo@republictt.com

Documentation Needed

Before visiting our branches, ensure you have:
Two (2) forms of Identification
Copy of recently paid Utility Bill
Copy of recent Payslip

Disclaimer

This investment is neither insured with the Deposit Insurance Corporation in Trinidad and Tobago, nor is it guaranteed by any of the parties involved. This investment and any income from in may fluctuate and the investor may not receive the amount originally invested. Past performance is not necessarily a guide to future performance.

The supply of this service is in conformity with the provision of the Code of Banking Practice.

Information on current interest rates, fees and charges applicable to this and any other service is available on request at any branch of the Bank.

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