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
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: