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
- A down payment for your home or vehicle
- A dream vacation
- A business venture
- Your child’s education
Immortelle Income and Growth Fund
- 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.
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
Audited Financials – Financial Statements as at 30th June, 2023
Unaudited Condensed Interim Financials – For the six months ended 31st December, 2022
Unaudited Financials – For the six months ended 31st December, 2021
Unaudited Financials – For the six months ended 31st December, 2020
Unaudited Financials – For the six months ended 31st December 2019
Audited Financials – Financial Statements as at 30th June, 2018
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To get started or for more information please complete the form below:
- 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
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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.