Scotia Premium Money Market Fund
Fund overview
Fund risk
Fund risk - Low
Reasons to invest
Safety of principal
Provides capital preservation by investing in high-quality money market instruments and short-term, fixed-income securities.
Liquid and convenient
Offers high liquidity by investing in securities that can be easily transacted.
Quarterly income
The Fund seeks to provide a quarterly distribution.
Investment objective
The fund seeks to provide investors with quarterly income, liquidity and preservation of capital.
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 |
Diversification
Ensure diversification and reduced volatility with investments in government and high grade corporate paper with multiple maturity terms.
Liquidity
Quarterly income and liquidity with a high level of safety from a diversified portfolio of fixed income instruments - with no lock-out period.
Convenience
Invest for the short term in a diversified fund without a large capital outlay.
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 cycle.
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 Money Market Fund
N/A | pdf : 137
KB
Quarterly fund highlights
N/A | pdf : 109
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 : 467
KB
Effective April 30, 2024
N/A | pdf : 466
KB
Effective January 31, 2024
N/A | pdf : 465
KB
Effective October 31, 2023
N/A | pdf : 1
MB
Annual
Effective October 31, 2023
N/A | pdf : 511
KB
Effective October 31, 2022
N/A | pdf : 561
KB
Effective October 31, 2021
N/A | pdf : 673
KB
Effective October 31, 2020
N/A | pdf : 444
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
Ready to get started on your journey?
Receive a unique team-based approach for your life, your family, your business.
Let us know how best to reach you.
Open an account
Let’s walk you through the process.
Contact us
We want to hear from you.