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Scotia Premium US Dollar Indexed Fund

Fund overview

Fund risk

Fund risk - medium

Reasons to invest

Inflation protection
US dollar-denominated assets offer protection against local currency devaluation, helping investors maintain purchasing power in the local economy.

Diversification
Reduced volatility through exposure to multiple issuers of US dollar denominated fixed income instruments with varied maturity dates.

Liquidity/Income
Access cash simply and easily as investments are cashable any time subject to minimum holding requirements, with the added benefit of quarterly cash distributions.

Investment objective

The fund seeks to maximize total Jamaican dollar return to investors by primarily investing in a diversified mix of United States dollar-denominated fixed income instruments.

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

150,000

Minimum subsequent purchase

50,000

Pre-authorized contribution

10,000

Inflation protection
US Dollar-denominated assets offer protection against local currency devaluation, helping investors maintain purchasing power in the local economy.

Diversification
Reduced volatility through exposure to multiple issuers of US Dollar denominated fixed income instruments with varied maturity dates.

Enhanced yield
Greater potential yield than with traditional money market instruments, by currency hedging high quality USD fixed income investments.

Convenience
Ease of purchasing the Fund using local Jamaican Dollars.

Liquidity
Access cash simply and easily as investments are cashable any time subject to minimum holding requirements, with the added benefit of quarterly cash distributions.

Professional management
Scotia Investments’ Fund Managers have been managing portfolios for over 20 years. They maintain a disciplined approach to fixed income investing that focuses on credit quality, duration and the interest rate cycles.

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.

Fund prices 

View daily navs

Regulatory documents and resources

View fund prospectus and financial statements.

Prospectus

Financial Statements

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

Portfolio management

Renee Murray
Scotia Investments Ja Ltd

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