Roytrin Income & Growth Fund

Roytrin Income and Growth Fund

Roytrin Income & Growth Fund

The Roytrin Income & Growth Fund is an open-ended mutual fund that specifically targets investors with medium to long-term investment objectives, who are seeking income and growth from a combination of fixed income and equity securities.

These objectives are achieved through investment in a range of high quality securities, including stocks, bonds and short-term debt securities.

Among the Fund's strong points:

  • Balanced fund with both fixed income and equities
  • Quarterly distribution of income
  • Available in TT and US dollars
  • Professional asset management capability
  • RBC Royal Bank’s experience and stability

This fund may be suitable for you if:

  • You are seeking current income
  • You are seeking long-term capital appreciation
  • You have a Medium tolerance for risk

Minimum Subsequent
TT Dollar TT$500 TT$100
US Dollar US$100 US$25

How is the Fund Invested?

The Fund invests in a broad selection of assets which include: 

  • Corporate bonds and debentures
  • Government bonds and other government debt obligations
  • Money market instruments and deposits with financial institutions
  • Mutual funds listed on any recognized stock exchange or traded on over-the-counter markets
  • Shares in companies listed on any recognized stock exchange or traded on over-the-counter markets
  • Shares in private companies, including Venture Capital entities
  • Securitized mortgages and debt obligations
  • Other securitized investments
  • Repurchase agreements
  • Commercial paper

 Click here to view Prospectus - US$
 Click here to view Prospectus - TT$

Note: The prospectus is a concise outline of relevant information about the Fund which an investor should know before making a decision to purchase the Units. It contains information about the Roytrin TTD and USD Income & Growth Funds, as well as the names of the persons responsible for their organization and management. You are encouraged to read the prospectus in its entirety prior to making any investment decision.