VM Wealth Unit Trust

The VM Wealth Unit Trust can help you to invest towards achieving your Home Ownership and other major financial goals over the next three to five years. With five funds to choose from, benefit from high interest rates on USD and JMD investments, access to a wide range of financial assets, easy access to your money, great opportunities for capital gains, and low management fees.

How does the VM Wealth Unit Trust work?

Funds are pooled together, allowing your portfolio of financial assets to be diversified while you maintain ownership of your investment units. Our Unit Trust is managed by Professional Fund Managers who tailor your portfolio to suit your financial goals and needs. A Trust Deed governs our Unit Trust which is overseen by a Trustee.

Why VM Wealth's Unit Trust?

At Victoria Mutual, our range of financial products and service offerings are designed to provide you with the best options as you save towards your goals of creating a better future for yourself and your family. Having a diversified investment portfolio is a wise option for medium and long-term financial planning.

The VM Wealth Unit Trust investment option provides you with:

  • A diverse range of financial assets
  • High liquidity giving you easy access to your money when you want or need it
  • Higher returns compared to Repo Investments and Deposit Accounts
  • An increase in the unit price resulting in a high potential for capital gains
  • A simple system which allows you to understand and track your returns with ease
  • An experienced team of Professional Fund Managers to give you expert guidance and
    management of your portfolio

Our range of investment funds include:

  • Jamaican and US dollar Sovereign and Corporate Bonds from CARICOM,
    USA, Canada and Europe
  • Government of Jamaica Bonds
  • Stocks of local and international companies

Maximise your money! Up to 7% p.a.

VM Wealth's Unit Trust produces yields of up to 8% on USD per annum and 8.60% on JMD compared with 6.22% on USD and 5.68% on JMD for Unit Trusts from our competitors. With low management fees, no sales charge, holding period or penalty fees we ensure your portfolio is optimised to earn you the maximum return on your investment. We pride ourselves on being your investment partner as you build your financial independence.

 

Contact us to speak with a VM Wealth Fund Manager today.

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VM Wealth Management Unit Trust Audited Financial Statements
as at December 31, 2016



VM Wealth Management Unit Bond Trust I
VM Wealth Management Unit Bond Trust II
VM Wealth Management Unit Bond Trust III
VM Wealth Management Unit Bond Trust IV
VM Wealth Management Unit Bond Trust Equity Fund




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