Segregated Pensions Funds Home Page

Guide to Investing and Your Pensions


Dat​e Balanced Fund
Mar 2018 ​2.15674
Feb 2018 ​2.13039
​Jan 2018 ​2.11353
Dec 2018 2.08331​
Nov2018​ ​2.09709
Oct 2018 ​2.09935
Sep 2018 2.11751​
Aug 2018 ​2.11049
Jul 2018 ​2.09785
Jun 2018 ​2.07862
May 2018 ​2.19305
Apr 2018 2.17613​
Mar 2018 2.18663
All amounts in Eastern Caribbean Dollars​ ​

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Sagicor International Balanced Fund

In April 2001, the Barbados Mutual Life Assurance Society, now Sagicor Life lnc, established a registered Unit Trust in the Eastern Caribbean, namely, the Mutual (Eastern Caribbean) Fund, now Sagicor International Balanced Fund. Investment in this Unit Trust is restricted to Eastern Caribbean registered Pension Plans, giving the Unit Trust tax exempt status in most territories. The assets of the Unit Trust are held apart from Sagicor’s general life Fund.  


Under this policy, Sagicor offers investment management and administration services to Pension Funds registered in the Eastern Caribbean. Investment management is provided by allowing investment in the diversified portfolio of securities held by the Fund.  


Administration services include design of plans, computerized record keeping, payment of pension and other benefits and optional provision of actuarial advice. Actuarial advice is provided through our resident actuary, Sylvain Goulet, FSA, FCIA,MAAA, Affiliate Member of the (British) Institute of Actuaries. 


At present, Sagicor manages funds exceeding US$40M, invested on behalf of almost 73 companies in the Eastern Caribbean.



NOTICE: Change Of Name From Sagicor (Eastern Caribbean) Fund To Sagicor International Balanced Fund​ (PDF)


Collective Investment Scheme Particulars of the Sagicor International Balanced Fund​ (PDF)


Investment Performance Review


Performance Review 2017​

Performance Review 2016​


Performance Review 2015​​


Performance Review 2014​


Performance Review 2013




Investment Commentaries



September 2018

June 2018

March 2018​




September 2017​

June 2017​


March 2017​​




December 2016​


September 2016​


June 2016​


March 2016​​




December 2015​


September 2015​


June 2015​


March 2015​




December 2014​


September 2014​


June 2014​


March 2014




December 2013


September 2013


June 2013


March 2013


December 2012



Half-Year Report


June 2018​

June 2017​



Annual Reports


These files are in Adobe Acrobat (PDF) format. You will require the Adobe PDF reader to view them. This software can be downloaded free of charge from Adobe by following this link.


Annual Report 2017

Annual Report 2016​


Annual Report 2015​


Annual Report 2014​


Annual Report 2013​


Annual Report 2012


Annual Report 2011


Annual Report 2010


Annual Report 2009




For further information, please contact:  

Stephen Robinson
Vice President, Pensions
Donna Gibbs
Marcella Sobers

Investment Management 

Dexter Moe
Vice President  
Michael Millar
Assistant Vice President  
Patrick Lynch
Assistant Vice President