CCFM Income & Growth Fund

Participating in a Unit Trust gives you greater opportunities for investments through a ‘pool’ of funds invested in diversified investment products. These are usually a combination of one or more of the following: stock market, government securities, and regular fixed income instruments.

Capital & Credit Fund Managers’ Income & Growth Fund offers you the investor, a portfolio primarily with stock market with a component in fixed income instruments.

Who Can Benefit

• Individuals/Corporations/Groups with small or large amounts of funds who wish to invest in the medium to long term with moderate risk
• Individuals/Corporations/Groups who wish to enjoy the benefits of diversification while having funds professionally managed
• Individuals/Corporations/Groups who seek an attractive rate of return

What the Fund Offers

• Investment in the stock market with returns above regular savings accounts
• Units are ideal for saving towards long to medium-term goals such as purchasing a home, a university education, or retirement
• Funds outperform, the Jamaica Stock Exchange, its benchmark
• You can access funds easily (limited by minimum holding period)
• Returns on capital gains and fixed income instruments are tax free after five years

How It Works

The CCFM Income & Growth Fund is invested primarily in the stock market with a component in fixed income instruments, and allows the investor to benefit from participating in the stock market through the Fund Managers' expertise and market intelligence.