Scotia Premium Growth Fund
Fund overview
Fund risk
Fund risk - Medium to high
Reasons to invest
Diversification
Ensure diversification and reduced volatility through investments in equities and fixed income instruments.
Liquidity
Gain access to your funds quicker than by owning stocks outright.
Potential capital appreciation
Invest for capital appreciation potential.
Investment objective
The fund seeks long-term capital growth and diversification. It invests primarily in equity securities of publicly traded companies.
Fund characteristics
View the key features of the fund and the minimum amounts to start investing.
Minimum investment amounts
Fund purchase type | Amount (JMD) |
---|---|
Minimum initial investment | 200 units |
Minimum subsequent purchase | 100 units |
Pre-authorized contribution | $10,000 |
Diversification
Ensure diversification and reduced volatility through investments in equities and fixed income instruments.
Liquidity
Gain access to your funds quicker than by owning stocks outright.
Capital appreciation
Invest for capital appreciation potential.
Tax free earnings
Based on Jamaican laws, investments in equities do not attract any withholding tax, ultimately allowing for faster potential growth.
Professional management
Scotia Investments’ Fund Managers have been managing portfolios for over 20 years. They maintain a disciplined approach to investment management, utilising fundamental and technical analysis in securities selection, as well as a combination of both top-down and bottom-up approach for individual company risk.
Pre-authorized contributions
You can set up a Pre-Authorized Contribution (PAC) to regularly invest in Funds. Investing regularly is one of the simplest ways to take advantage of market volatility and reduce the risks of market timing.
Performance
View trailing returns, fund holdings and outlook.
Scotia Premium Growth Fund
N/A | pdf : 140
KB
Quarterly Fund Highlights
N/A | pdf : 96
KB
Fund prices
Regulatory documents and resources
View fund prospectus and financial statements.
Prospectus
SIJL Unit Trusts Offering Circular
N/A | pdf : 296
KB
Financial Statements
Quarterly
Effective July 31, 2024
N/A | pdf : 468
KB
Effective April 30, 2024
N/A | pdf : 469
KB
Effective January 31, 2024
N/A | pdf : 467
KB
Effective October 31, 2023
N/A | pdf : 1
MB
Annual
Effective October 31, 2023
N/A | pdf : 543
KB
Effective October 31, 2022
N/A | pdf : 593
KB
Effective October 31, 2021
N/A | pdf : 566
KB
Effective October 31, 2020
N/A | pdf : 423
KB
Fund administrator
International Fund Services (N.A.), L.L.C.
1290 Avenue of the Americas 10th floor New York, NY 10104
United States of America
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