Mutual Funds
With Pan Caribbean, you have direct access to winning opportunities in international markets through mutual funds.
CI Investments
Listed in the Toronto Stock Exchange, CI Investments is the third largest investment fund company in Canada, managing over CDN$50 billion in assets.
CI offers a comprehensive collection of investment funds, featuring a broad selection of portfolio managers and a wide choice of mandates, diversified by region, asset class, industry and investment style. CI Investments has 37 funds registered in Jamaica. Click here to access CI Investments website.
Why invest mutual funds?
- Diversification. Mutual funds invest in a broad range of securities and asset classes. Large mutual funds typically own hundreds of different stocks in many different industries.
- Professional management. Mutual funds are a relatively inexpensive way for the average investor to benefit from the expertise and insights of some of the world’s best money managers.
- Convenience. You get the benefits of a diversified portfolio with just one purchase.
- Liquidity. Investors can easily sell their units at any time (usually subject to an initial minimum holding period).
- Flexibility. There is a fund to match every investing need and investor profile.
- Economies of Scale. The volumes involved in mutual fund transactions lead to costs lower than what you would pay for an individual transaction.
- Investor Protection. Mutual funds are highly regulated, ensuring operating standards.
Mutual Fund FAQs
What are mutual funds?
- Mutual funds have a solid place in global investment history. The basic premise is that investors pool their money to invest in a portfolio of securities, usually either stocks or bonds or a combination of both, which is managed by an investment professional.
What kinds of mutual funds are there?
There are three types of mutual funds:
- Equity Funds (stocks)
- Fixed Income funds (bonds)
- Money Market funds
Are mutual funds for me?
If you are interested in access to international markets, professional management, diversification and long-term gains, then mutual funds may be the perfect fit for you.
How do I choose a mutual fund?
- First, decide on your investment objectives. Do you want steady income, an increase in your capital, or combination of both? Income funds provide steady income, equity funds are designed to provide an increase in capital and balanced funds provide a bit of both.
- Decide when you will need the money—the number of years before you will spend your investment determines your investment horizon.
- Decide on your tolerance of risk.
Let us help you explore the possibilities of CI Funds. Speak to a Pan Caribbean representative to learn about how we can make your money matter.
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