A TT$ Income and Growth Fund
Domestic, regional and international market exposure
Medium to long-term capital appreciation with minimum risk
Achieve Your Long-Term
Personal Goals
- A down payment for your home or vehicle
- A dream vacation
- A business venture
- Your child’s education
- Retirement
Immortelle Income and Growth Fund
Features
- Local currency global investing
- Benefits of equity and bonds
- Capital growth potential
- Semi-annual dividends
About the Fund
Check if the Immortelle Income and Growth Fund is right for you.
Value of a $10,000
Investment
- The Immortelle Fund – Value of TT$10,000 as at 30 Sept 2019.
- Past performance is not necessarily indicative of future results.
Risk Level
First Citizens Immortelle Income and Growth Fund is risk level 2.
The NAV (net asset value per unit) floats and is valued daily, allowing you to monitor the movements of your investment. The Prospectus and the Disclaimer should be read in its entirety before investing.
Audited and Unaudited Financials
2023
Audited Financials – Financial Statements as at 30th June, 2023
2022
Unaudited Condensed Interim Financials – For the six months ended 31st December, 2022
2021
Unaudited Financials – For the six months ended 31st December, 2021
2020
Unaudited Financials – For the six months ended 31st December, 2020
2019
Unaudited Financials – For the six months ended 31st December 2019
2018
Audited Financials – Financial Statements as at 30th June, 2018
2017
- Unaudited Financials – For the six months ended 31st Dec 2017
- Audited Financials – Financial Statements as at 30th June, 2017
2016
- Unaudited Financials – For the six months ended 31st Dec 2016
- Audited Financials – Financial Statements as at 30th June, 2016
2015
- Unaudited Financials – For the six months ended 31st Dec 2015
- Audited Financials – Financial Statements as at 30th June, 2015
Sign up or call today!
To get started or for more information please complete the form below:
Investment Requirements
The Prospectus and the Disclaimer should be read in its entirety before investing.
- Start with a minimum of $500 and minimum investment of $100
- One valid form of ID
- Proof of address no more than 3 months old
- Job Letter not more than 3 months old or Pay Slip not more than a month old
Have an Enquiry?
Email Us
1-868-657-2662
1-868-622-3247
1-868-623-4778
Disclaimer:
Past performance is not necessarily indicative of future results. All investments carry risk and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. Investments are neither insured by the Deposit Insurance Corporation nor guaranteed by the Central Bank of Trinidad and Tobago or First Citizens, any of its subsidiaries or any person or corporation. The Prospectus should be read in its entirety before investing.
