Funds - MoneyMasters Ltd

FUNDS

Whatever your goals, sound financial planning and management can
make a world of difference. We have the investment options to help you reach those goals.

MoneyMasters Unique Strategy

Utilisation of local & international professional management expertise with relevant experience & history to provide excellent returns based on your risk level.

The funds offer:

Geographical diversification of investments
Innovation to meet your needs
Efficiency, guaranteeing quality service

MoneyMasters Equity Fund

Why it exists?

To aggressively grow wealth through investing in stocks. The primary objective is to achieve significant capital growth from stocks.

WHAT THE FUND ENTAILS?

Primary Investments – Fund will invest in domestic and international equities, directly or through other funds
The portfolio will be multi-currency and the assets will be recorded in Jamaican dollars, but assets will be held in a mix of currencies (USD & JAD)
Moderate to high risk
Minimum Investment – the minimum investment is One Thousand Jamaican Dollars (J$1000.00)
Holding Period – a minimum holding period of ninety days is required by all investors
Tax free – Conditions Apply

AVAILABLE THROUGH: MoneyMasters Limited

MML MoneyBuilder Fund

Why it exists?

To provide competive growth and liquidity to investments.

WHAT THE FUND ENTAILS?

Primary Investments- Sovereign bonds, Investments Grade Corporates and other Corporate Issues.
The Portfolio will be reccorded in United States Currency holding global & domestic assets
Low to modrate risks
The minimum investment is United States One Hundred Dollars (US$100.00)
Offers investors growth. safety and attractive returns
Provides geographic diversification
Inflationary Hedge
Provide Liquidity
Tax Free*

*Conditions Apply

MML Growth Fund

Why it exists?

The primary investment objective of the MML Growth Fund is the long-term aggressive growth of capital from bonds

WHAT THE FUND ENTAILS?

Primary Investments- domestic and international fixed income securities
A minimum holding period of ninety days is required by all investors
The Portfolio will be multi-currency and the assets will be recorded in Jamaican dollars, but assets will be held in a mix of currencies.
The minimum investment is Jamaican Fifty Thousand Dollars (J$50,000.00) or its equivalent
Mechanism established for purchase & encashment in USD

NAV Prices

MML NAV as at August 19th, 2021

⚬ Fund	Fund Composition	Price/NAV$	YTD Growth Rate (From 1/6/21)	12 Month Historical Growth Rate	Yield (Est. Yearly Income)
⚬ MML Growth Fund (JA$)	F	1.1382	-1.80%	6.36%	6.85%
⚬ MML Money Builder Fund (US$)	F	1.1596	3.32%	4.69%	6.13%
⚬ MML Equity Fund (JA$)	E	1.1715	-2.63%	21.44%	3.99%

Legend: F- Fixed Income, ⚬- Tax Free! (special conditions apply)
Legend: E- Equity, ⚬- Tax Free! (special conditions apply)
Legend: A- Was started September 16th, 2019
Legend: B- Projected Growth Rate