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FUNDS

Whatever your goals, sound financial planning and management can
make a world of difference. We have the investment options to help you reach those goals.

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MoneyMasters Unique Strategy

Utilisation of local & international professional management expertise with relevant experience & history to provide excellent returns based on your risk level.

The funds offer:

  • Geographical diversification of investments
  • Innovation to meet your needs
  • Efficiency, guaranteeing quality service

MoneyMasters Equity Fund

Why it exists?

To aggressively grow wealth through investing in stocks. The primary objective is to achieve significant capital growth from stocks.

WHAT THE FUND ENTAILS?

  • Primary Investments – Fund will invest in domestic and international equities, directly or through other funds
  • The portfolio will be multi-currency and the assets will be recorded in Jamaican dollars, but assets will be held in a mix of currencies (USD & JAD)
  • Moderate to high risk
  • Minimum Investment – the minimum investment is One Thousand Jamaican Dollars (J$1000.00)
  • Holding Period – a minimum holding period of ninety days is required by all investors
  • Tax free – Conditions Apply

AVAILABLE THROUGH: MoneyMasters Limited

MML MoneyBuilder Fund

Why it exists?

To provide competive growth and liquidity to investments.

WHAT THE FUND ENTAILS?

  • Primary Investments- Sovereign bonds, Investments Grade Corporates and other Corporate Issues.
  • The Portfolio will be reccorded in United States Currency holding global & domestic assets
  • Low to modrate risks
  • The minimum investment is United States One Hundred Dollars (US$100.00)
  • Offers investors growth. safety and attractive returns
  • Provides geographic diversification
  • Inflationary Hedge
  • Provide Liquidity
  • Tax Free*

*Conditions Apply

MML Growth Fund

Why it exists?

The primary investment objective of the MML Growth Fund is the long-term aggressive growth of capital from bonds

WHAT THE FUND ENTAILS?

  • Primary Investments- domestic and international fixed income securities
  • A minimum holding period of ninety days is required by all investors
  • The Portfolio will be multi-currency and the assets will be recorded in Jamaican dollars, but assets will be held in a mix of currencies.
  • The minimum investment is Jamaican Fifty Thousand Dollars (J$50,000.00) or its equivalent
  • Mechanism established for purchase & encashment in USD

NAV Prices

As at September 19, 2019

Mutual Funds Fund Composition NAV Price 12 Months Growth Rate % Cal YTD Inc. Yield (Estimated Yearly Income)
MML Growth Fund (JA$) F 1.0574 - 5.74% -
MML MoneyBuilder Fund (US$) F 1.0769 - 7.69% -

Legend: F- Fixed Income, ○– Tax Free! (special conditions apply)

How to purchase units in the MML Funds?

Download and complete the following forms:

Credit JCSD Trustee bank account with proceeds
Return completed forms along with proof of deposit to MML

Available Through:

  • MoneyMasters Limited

* Conditions apply