Sagicor Mutual Funds
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Sagicor Global Balanced Fund Summary
Valid To: Apr 17, 2014
NAV/Offer: BDS  $2.25
                US    $1.13
Net Assets:   $61,515,184.81
2014 Yield:-0.04%

Sagicor Preferred Income Fund Summary
Valid To: Apr 17, 2014
NAV/Offer: BDS  $1.05
                US    $0.53
Net Assets: $28,450,909.39
2014 Yield:0.96%

Sagicor Select Growth Fund Summary
Valid To: Apr 17, 2014
NAV/Offer: BDS  $1.26
                US    $0.63
Net Assets: $30,075,616.15
2014 Yield:-0.39%




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Sagicor Preferred Income Fund

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A mix of regional and international fixed income securities and preferred shares. The diversity of the holdings make it safer and the regional and global opportunities give it the potential for higher returns.

Investment Objective

The Fund seeks to achieve a high level of current income and preservation of capital through investments in a diversified portfolio of bonds, debt securities; asset backed securities, high income funds and selected equities.

Sagicor Preferred Income Fund is suited to investors who are seeking a total return by investing for a high level of current income.

It's also geared to those who are seeking to invest for the medium to long term, and want to diversify their portfolio.



YearReturn %Net Asset Value (NAV)BDS$
2005 7.9 1.08
2006 5.6 1.14
2007 4.5 1.19
2008 0.1 1.20
2009 13.6 1.31
2010 5.1 1.14
2011 3.4 1.10
2012 1.7 1.08