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SavInvest Capital Growth Fund (TT)

SavInvest Structured Investment Fund (TT)

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SavInvest Investment Income Fund (US)

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SavInvest Capital Growth Fund (TT)

This is a TT Dollar denominated equity mutual fund which allows you to participate in the stock market. Expand your portfolio without the hassle of doing it on your own.
Learn More
Return to - Lifestyle Goals
Fund Description
Features & Benefits
Fund Specifics
FAQs
Prospectus
Financials
Open an Account
Fund Fact Sheet
Disclaimer
Fund Description

FUND DESCRIPTION

This is a TT Dollar denominated equity mutual fund which allows an investor the opportunity to participate primarily in the local, but also the regional and international stock markets. Bourse allows the investor to do this in a convenient manner.

Fund Manager

The Promoter of the Fund is Bourse Securities Limited who is also the Fund Manager, Investment Manager and Distributor. The investment responsibility for the Fund’s portfolio is delegated to a team of investment professionals at Bourse who are dedicated to its effective management.

What is the Fund’s investment objective and strategy?

The Fund seeks medium to long-term growth of capital, by investing in a diversified portfolio of shares in companies primarily domiciled in, but not limited to Trinidad & Tobago.

Who should invest?

This fund is designed for the investor with a medium to long term investment horizon (3-5 years).

Features & Benefits

features & Benefits

Attractive Returns

Over the medium to long-term, investment in equities (shares) have traditionally provided higher returns than deposits, bonds and other fixed income instruments.

Wealth Creation

Via capital appreciation on your investment.

Diversification

The fund invests in a portfolio of companies in a variety of industries locally and regionally.

Liquidity

If it becomes necessary to redeem all or part of your investment, you may do so. However, fees may be applicable for early redemptions (see next section- Fund Specifics).

Professional Management

Bourse has a cadre of highly experienced investment professionals who manage equity investments for individual clients and institutions, as part of our core business for the past 20 years.

Collateral

Investments in units can be used as collateral for a loan.

Income earnings

Distribution of income will be determined by the Trustee and will ordinarily be paid. This is reinvested automatically. However you may opt to have your income paid to you separately if you wish.

Quarterly statements

You will get quarterly statements, either via traditional Mail, or Email.

Fund Specifics

fund SPECIFICS

What is the minimum amount to invest?

  • The minimum initial investment is TT$5,000
  • The minimum subsequent investment is TT$100

Redemption of Units

You have the opportunity to redeem your investment at any time. You can access all or part of your funds on any business day by redeeming units held in the Fund.
To redeem units, simply complete and submit the relevant Redemption Form no later than 11 am on any business day to the Fund Administrator, Bourse Securities Limited.

Submissions after 11 am will receive value on the next business day.

An investor who submits a Redemption Form by 11 a.m. on any business day can receive payment within 2 business days.

Redemption Fees

Redemption fees are applicable within the first three (3) years, calculated on the gross redemption amount as follows:

  • Up to 1 year = not to exceed 2.00% p.a.
  • 1 year to 2 years = not to exceed 1.50% p.a.
  • 2 years to 3 years = not to exceed 1.00% p.a.

FAQs

Frequently Asked questions

Bourse can serve you by fulfilling the different roles as follows.

Why would someone choose to invest in an Equity Mutual Fund as opposed to purchase individual stocks?

An investor that purchases individual stock is essentially placing ‘all his/her eggs in one basket’ hence can become exposed to greater risk in event that the stock value declines. A mutual fund invests in a diversified portfolio of assets which minimizes the risk of the fund.

Do mutual funds offer a fixed rate of return?

No, mutual funds invest in securities such as stocks, bonds and financial instruments whose yields and values fluctuate with market conditions.

How does an investor make money in a mutual fund?
  • Distribution
  • Capital Appreciation
What are the risks in Mutual Fund investing?

Mutual Funds are investments in financial securities with fluctuating values. The value of the stocks in a fund’s portfolio can rise or fall based on general economic conditions and the fortunes of the particular companies that issue those stocks.

Growth Funds seek maximum capital appreciation and carry high risk.

Money Market/Income-type Mutual Funds seek capital preservation and carry low risk.

What is the relationship with risk and return?

The higher the risk, the greater the return to the investor and vice versa.

What can an investor do to avoid or reduce risks?

To reduce risks, mutual fund investments should constitute part of an overall portfolio which ought to be spread among:

  • Different companies
  • Different industries

This is known as diversification and is the principle upon which mutual fund is based.

What is a Portfolio?

A portfolio is two or more investments which are not similarly affected by various risk factors. If the price of an investment drops because of the influence of a risk, the price of another investment may rise, thus reducing the impact on the total investment.

The risk on a portfolio is generally lower in comparison to the risk on a single investment.

A mutual fund states the kind of portfolio it seeks to construct and outlines how risk factors are likely to affect such a portfolio.

What is the difference between yield and total return?

Yield is the income per unit paid to a unit holder from dividends and interest over a specified period of time.

Total Return is a measure of the change in total value from the beginning to the end of a specified period, usually a year, including distributions paid to unit holders.

This measure includes income received from dividends and interest, capital gains distributions and any unrealized capital gains or losses.

Are Mutual Funds covered by Depositors’ Insurance?

Mutual Funds are not covered by Depositors’ Insurance as is the case with Bank Deposits. The risk is that of the investor.

How can an investor evaluate a fund’s long-term performance?

By comparing the performance of the fund to one or more securities market indices such as S&P 500 (Benchmark for the SavInvest US Dollar Capital Growth Fund), BSE100 (benchmark for the India component of the SavInvest India Asia Fund), the MSCI AC (All Country) Asia Ex Japan Index (benchmark for the Asia component of the SavInvest India Asia Fund) and T&T Composite Index (benchmark for the SavInvest Capital Growth Fund)

Is an investor’s money locked up for a certain period of time in a mutual fund?

Mutual Funds provide a high level of liquidity to investors. An investor who submits a redemption form by 11am on any business day can receive payment within 5 business days.

How long should an investor keep his/her investment in a Mutual Fund?

This depends on the type of Mutual Fund:

  • For a Capital Growth Fund, it is advisable to keep an investment for the medium to long-term (approximately a minimum of  3-5 years)
  • For a Money Market Fund, it is advisable to keep an investment for the short-term (approximately a minimum of 3 months-1 year)

Many types of funds work best when allowed to ride out the ups and downs of market cycles over long periods of time.

What are the fees associated with a Mutual Fund?

Fees include the following:-

  • Trustee
  • Fund Administration
  • Investment Management
  • Distribution

These fees are calculated as a percentage of the Net Asset Value (NAV) of the Fund and are paid on a quarterly basis.

Is the Management Fee part of the Sales Charge?

Management Fees are paid from the Fund’s Assets and are reflected in the Bid and Offer prices.

In contrast, most sales charges are deducted from the investor’s initial investment.

When an investor purchases units in a Fund, how can he/she tell how well his/her investment is doing?

By taking the total number of units he/she owns and multiplying these by the Fund’s Net Asset Value (NAV) per unit (or Bid Price). He/she should compare today’s value against his beginning value. Bourse provides updates of NAVs of a daily basis. They can be found on our website under the “Current NAV Prices” tab and are published weekly on Monday’s Express Newspaper on page 10

How many persons can invest jointly in a mutual fund?

One MAIN Account holder and up to a maximum of three joint parties are allowed.

Can an investor open a SavInvest Mutual Fund for a minor?

No, accounts can only be opened for individuals over the age of 18 years.

If a unit holder dies, what happens to his/her investment?

For an individual account, the legal representative of the unit holder becomes the rightful owner of the units.

For a joint account, the other party/parties become(s) the rightful owners.

Prospectus

prospectus

The contents of this Prospectus are qualified in their entirety by the detailed provision of the Trust Deed.

Click here to download the SavInvest TT Capital Growth Fund Prospectus.

Financials

SavInvest TT Capital Growth Fund

  • Savinvest TT Capital Growth Fund – 30th June 2022
  • Savinvest TT Capital Growth Fund – 31st December 2021
  • Savinvest TT Capital Growth Fund – 31st December 2020
  • Savinvest TT Capital Growth Fund – 30th June 2020
  • Savinvest TT Capital Growth Fund – 31st December 2019
  • Savinvest TT Capital Growth Fund – 30th June 2019
  • Savinvest TT Capital Growth Fund – 31st December 2018
  • Savinvest TT Capital Growth Fund – 30th June 2018
  • Savinvest TT Capital Growth Fund – 30th June 2017
  • Savinvest TT Capital Growth Fund – 31st December 2016
  • Savinvest TT Capital Growth Fund – 30th June 2016
  • Savinvest TT Capital Growth Fund – 31st December 2015
  • Savinvest TT Capital Growth Fund – 30th June 2015

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

Documentation needed

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Pay-slip or Job Letter as proof of income and employment.
  • A Source of Funds Declaration Form (which we will provide).

you can invest using

  • Manager’s cheques
  • Personal cheques (subject to management approval)
  • Wire Transfer of funds
  • Direct deposits at any branch of First Citizens Bank Ltd

You will be required to open the Account at any of Bourse’s 3 offices, but thereafter, any further Investments may be done at any branch of First Citizens Bank (please notify us if First Citizens is used).

Fund Fact Sheet

Disclaimer

disclaimer

Important information concerning the investment goals, risks, charges and expenses is contained in the prospectus, which is available at any Bourse Securities office or at www.bourseinvestment.com. Investors should carefully consider this information before investing. Performance is subject to variation and is likely to change over time. Past performance should not be treated as an indicator of future performance. 

SavInvest India Asia Fund

This is a US Dollar denominated mutual fund which allows you to participate in the Indian & Asian Equity Markets. Expand your portfolio without the hassle of doing it on your own.
Learn More
Return to - Lifestyle Goals
Fund Description
Features & Benefits
Fund Specifics
FAQs
Financials
Open an Account
Prospectus
Fund Fact Sheet
Disclaimer
Fund Description

FUND DESCRIPTION

SavInvest India Asia Fund is a US Dollar denominated mutual fund that offers the investor the opportunity to participate primarily in India and other Asian countries.

Fund Manager

The Promoter of the Fund is Bourse Securities Limited who is also the Fund Manager, Investment Manager and Distributor. The investment responsibility for the Fund’s portfolio is delegated to a team of investment professionals at Bourse who are dedicated to its effective management

What is the Fund’s investment objective and strategy?

The Investment objective of the Fund is to seek long -term growth of capital by investing primarily in a diversified portfolio of equity securities of companies domiciled in India and other Asian jurisdictions.

Who should invest?

This fund is designed for the investor with a medium to long term investment horizon (3-5 years).

Features & Benefits

features & Benefits

Attractive Returns

Over the medium to long-term, investment in equities (shares) have traditionally provided higher returns than deposits, bonds and other fixed income instruments.

Wealth Creation

Via capital appreciation on your investment.

Diversification

The fund invests in a diversified portfolio of companies, industries and sectors in the India and Asian markets.

Liquidity

If it becomes necessary to redeem all or part of your investment, you may do so.

Professional Management

Bourse has a cadre of highly experienced investment professionals who manage equity investments for individual clients and institutions, as part of our core business for the past 20 years.

Collateral

Investments in units can be used as collateral for a loan.

Income earnings

Distribution of income will be determined by the Trustee and will ordinarily be paid. This is reinvested automatically. However you may opt to have your income paid to you separately if you wish.

Quarterly statements

You will get quarterly statements, either via traditional Mail, or Email.

Fund Specifics

fund SPECIFICS

What is the minimum amount to invest?

  • The minimum initial investment is US$2,000.00
  • The minimum subsequent investment is US$200.00

Redemption of Units

You have the opportunity to redeem your investment at any time. You can access all or part of your funds on any business day by redeeming units held in the Fund.

To redeem units, simply complete and submit the relevant Redemption Form no later than 11 am on any business day to the Fund Administrator, Bourse Securities Limited.

Submissions after 11 am will receive value on the next business day.

An investor who submits a Redemption Form by 11 a.m. on any business day can receive payment within 5 business days.

FAQs

Frequently Asked questions

Bourse can serve you by fulfilling the different roles as follows.

Why would someone choose to invest in an Equity Mutual Fund as opposed to purchase individual stocks?

An investor that purchases individual stock is essentially placing ‘all his/her eggs in one basket’ hence can become exposed to greater risk in event that the stock value declines. A mutual fund invests in a diversified portfolio of assets which minimizes the risk of the fund.

Do mutual funds offer a fixed rate of return?

No, mutual funds invest in securities such as stocks, bonds and financial instruments whose yields and values fluctuate with market conditions.

How does an investor make money in a mutual fund?
  • Distribution
  • Capital Appreciation
What are the risks in Mutual Fund investing?

Mutual Funds are investments in financial securities with fluctuating values. The value of the stocks in a fund’s portfolio can rise or fall based on general economic conditions and the fortunes of the particular companies that issue those stocks.

Growth Funds seek maximum capital appreciation and carry high risk.

Money Market/Income-type Mutual Funds seek capital preservation and carry low risk.

What is the relationship with risk and return?

The higher the risk, the greater the return to the investor and vice versa.

What can an investor do to avoid or reduce risks?

To reduce risks, mutual fund investments should constitute part of an overall portfolio which ought to be spread among:

  • Different companies
  • Different industries

This is known as diversification and is the principle upon which mutual fund is based.

What is a Portfolio?

A portfolio is two or more investments which are not similarly affected by various risk factors. If the price of an investment drops because of the influence of a risk, the price of another investment may rise, thus reducing the impact on the total investment.

The risk on a portfolio is generally lower in comparison to the risk on a single investment.

A mutual fund states the kind of portfolio it seeks to construct and outlines how risk factors are likely to affect such a portfolio.

What is the difference between yield and total return?

Yield is the income per unit paid to a unit holder from dividends and interest over a specified period of time.

Total Return is a measure of the change in total value from the beginning to the end of a specified period, usually a year, including distributions paid to unit holders.

This measure includes income received from dividends and interest, capital gains distributions and any unrealized capital gains or losses.

Are Mutual Funds covered by Depositors’ Insurance?

Mutual Funds are not covered by Depositors’ Insurance as is the case with Bank Deposits. The risk is that of the investor.

How can an investor evaluate a fund’s long-term performance?

By comparing the performance of the fund to one or more securities market indices such as S&P 500 (Benchmark for the SavInvest US Dollar Capital Growth Fund), BSE100 (benchmark for the India component of the SavInvest India Asia Fund), the MSCI AC (All Country) Asia Ex Japan Index (benchmark for the Asia component of the SavInvest India Asia Fund) and T&T Composite Index (benchmark for the SavInvest Capital Growth Fund)

Is an investor’s money locked up for a certain period of time in a mutual fund?

Mutual Funds provide a high level of liquidity to investors. An investor who submits a redemption form by 11am on any business day can receive payment within 5 business days.

How long should an investor keep his/her investment in a Mutual Fund?

This depends on the type of Mutual Fund:

  • For a Capital Growth Fund, it is advisable to keep an investment for the medium to long-term (approximately a minimum of  3-5 years)
  • For a Money Market Fund, it is advisable to keep an investment for the short-term (approximately a minimum of 3 months-1 year)

Many types of funds work best when allowed to ride out the ups and downs of market cycles over long periods of time.

What are the fees associated with a Mutual Fund?

Fees include the following:-

  • Trustee
  • Fund Administration
  • Investment Management
  • Distribution

These fees are calculated as a percentage of the Net Asset Value (NAV) of the Fund and are paid on a quarterly basis.

Is the Management Fee part of the Sales Charge?

Management Fees are paid from the Fund’s Assets and are reflected in the Bid and Offer prices.

In contrast, most sales charges are deducted from the investor’s initial investment.

When an investor purchases units in a Fund, how can he/she tell how well his/her investment is doing?

By taking the total number of units he/she owns and multiplying these by the Fund’s Net Asset Value (NAV) per unit (or Bid Price). He/she should compare today’s value against his beginning value. Bourse provides updates of NAVs of a daily basis. They can be found on our website under the “Current NAV Prices” tab and are published weekly on Monday’s Express Newspaper on page 10

How many persons can invest jointly in a mutual fund?

One MAIN Account holder and up to a maximum of three joint parties are allowed.

Can an investor open a SavInvest Mutual Fund for a minor?

No, accounts can only be opened for individuals over the age of 18 years.

If a unit holder dies, what happens to his/her investment?

For an individual account, the legal representative of the unit holder becomes the rightful owner of the units.

For a joint account, the other party/parties become(s) the rightful owners.

Financials

SavInvest India Asia Fund

  • SavInvest India Asia Fund – 31st March 2022
  • SavInvest India Asia Fund – 30th September 2021
  • SavInvest India Asia Fund – 31st March 2021
  • SavInvest India Asia Fund – 30th September 2020
  • SavInvest India Asia Fund – 31st March 2020
  • SavInvest India Asia Fund – 30th September 2019
  • SavInvest India Asia Fund – 31st March 2019
  • SavInvest India Asia Fund – 30th September 2018
  • SavInvest India Asia Fund – 31st March 2018
  • SavInvest India Asia Fund – 30th September 2017
  • SavInvest India Asia Fund – 31st March 2017
  • SavInvest India Asia Fund – 30th September 2016
  • SavInvest India Asia Fund – 31st March 2016
  • SavInvest India Asia Fund – 30th September 2015
  • SavInvest India Asia Fund – 31st March 2015

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

Documentation needed

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Pay-slip or Job Letter as proof of income and employment.
  • A Source of Funds Declaration Form (which we will provide).

you can invest using

  • US Draft
  • US$ Wire Transfer of funds
  • US$ Direct deposits at any branch of First Citizens Bank Ltd

You will be required to open the Account at any of Bourse’s 3 offices, but thereafter, any further Investments may be done at any branch of First Citizens Bank (please notify us if First Citizens is used).

Prospectus

prospectus

This prospectus contains information to help you make an informed investment decision and to help you understand your rights.

Click here to download the SavInvest India Asia Fund Prospectus.

Fund Fact Sheet
Disclaimer

disclaimer

Important information concerning the investment goals, risks, charges and expenses is contained in the prospectus, which is available at any Bourse Securities office or at www.bourseinvestment.com. Investors should carefully consider this information before investing. Performance is subject to variation and is likely to change over time. Past performance should not be treated as an indicator of future performance. 

Wealth and Portfolio Management

This product is geared toward individual investors who have challenges in setting up their portfolio, that is, choosing the right assets to achieve the desired objective.

Learn More
Return to - Lifestyle Goals
Description
Features & Benefits
Specifics
Open an Account
Description

DESCRIPTION

Why choose bourse wealth and portfolio management?

This product is geared toward individual investors who have challenges in setting up their portfolio, that is, choosing the right assets to achieve the desired objective.

The correct mix is achieved only through careful selection based on accurate information and constant monitoring of the markets- a time consuming task for many potential investors who may not have the investment know-how or time to commit this most important aspect.

When managing your own portfolio, you must also contend with challenging decisions on which assets to purchase or dispose, when to purchase or dispose and how much to purchase or dispose in order to have the right mix to achieve your objectives.

At Bourse, we take these burdens off your shoulder. We offer you a very PERSONALIZED service- a one-on-one Client/ Investment Services Adviser relationship. We will design a portfolio that is tailored to your specifications, moulded by your changing needs and suitable for your investment goals.

Creating your diagnostics

Our investment advisory service is carried out in two stages:

  • A diagnostic is done to ascertain your level of risk tolerance. In addition, a needs analysis is carried out to generate a model portfolio to match the risk tolerance and to generate adequate returns. This highly valuable initial review will be at NO COST to you. This information will provide the main building blocks for developing an investor profile and an investment strategy that reflect your current financial situation, your return expectations and your tolerance of risk.
  • We provide expert advice on constructing a portfolio from inception or reviewing your existing portfolio. This incorporates asset allocation and stock selection within the respective asset classes.

Features & Benefits

benefits & features

Benefits of Investing with Bourse

  • The Investment Management team at Bourse has a wealth of experience amounting to some of the best expertise in the T&T equity market and fixed income securities. In the local equity space, we are recognized as the best research house.
  • Bourse has a highly successful record of advising institutional and individual investors in stock picking. This will be of substantial benefit to your portfolio.
  • One-on-one, in-depth review of your portfolio’s performance with Bourse’s Investment Analyst on a quarterly basis or more often as may be required.
  • Quarterly statements and summary performance review on your portfolio in conjunction with changes in the market conditions.
  • On-going information directly to you on the outlook for specific Stocks, Bonds and other money market instruments.

Specifics

SPECIFICS

Placing your investment

  • You have the choice of two distinct investment management services:
  • Discretionary Management- we make all the investment decisions on your behalf within previously agreed specifications
  • Advisory Management- we advise you on all investment decisions but you opt to make the end decision.
  • You must be over 18 years of age
  • Trust may be established on a single or joint basis
  • Minimum portfolio management value is TT$3M

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

You can invest using

  • Manager’s cheques
  • Personal cheques (subject to management approval)
  • Wire Transfer of Funds
  • Direct Deposits into our secure accounts with our designate bankers.

Bourse Brazil Latin Fund

This is a US Dollar denominated mutual fund which allows you to participate in the Brazilian & Latin American Equity Markets. Expand your portfolio without the hassle of doing it on your own.
Learn More
Return to - Lifestyle Goals
Fund Description
Features & Benefits
Fund Specifics
Financials
Open an Account
FAQs
Prospectus
Disclaimer
Fund Description

FUND DESCRIPTION

The Bourse Brazil Latin Fund is a US Dollar denominated, closed-ended, exchange traded fund that offers investors the opportunity to participate in the Brazilian and Latin American markets. This Fund is for the investor with a medium to long term investment horizon (3-5 years) and a moderate risk profile.

It is a balanced portfolio of assets including bonds, equities, Exchange Traded Funds (ETFs) and money market instruments invested in local and USD currencies. It is the first mutual fund to be listed on the US trading platform on the Trinidad and Tobago Stock Exchange.

Subsequent to the closing of the initial offer of units and its listing on the Trinidad and Tobago Stock Exchange, investors desiring to participate in the fund can place purchase orders through their brokers.

Fund Manager

The Promoter of the Fund is Bourse Securities Limited who is also the Fund Manager, Investment Manager and Distributor. The investment responsibility for the Fund’s portfolio is delegated to a team of investment professionals at Bourse who are dedicated to its effective management.

What is the Investment Objective of this Fund?

The investment objective of the Fund is to seek a balance between long term capital growth and income by investing in a diversified portfolio primarily in the Brazilian and other Latin American jurisdictions.

Who should invest?

To determine whether this Fund is suitable for you, answer the following questions:

  • Do you have a medium to long term investment horizon (3 -5 years)?
  • Are you seeking an opportunity for capital growth as well as income?
  • Can you take medium risk?

If the answer is “yes” to all these questions, then you should consider investing in the Bourse Brazil Latin Fund

Features & Benefits

features & Benefits

Attractive Returns

Over the medium to long-term, investment in equities (shares) have traditionally provided higher returns than deposits, bonds and other fixed income instruments.

Wealth Creation

Via capital appreciation on your investment.

Diversification

The fund invests in a diversified portfolio of companies, industries and sectors in the Brazil/Latin American region

Liquidity

If it becomes necessary to redeem all or part of your investment, you may do so via the Trinidad and Tobago Stock Exchange by placing a sale order through your broker.

Professional Management

Bourse has a cadre of highly experienced investment professionals who manage equity investments for individual clients and institutions, as part of our core business for the past 20 years.

Collateral

Investments in units can be used as collateral for a loan.

Income earnings

Distribution of income will be determined by the Trustee and will ordinarily be paid. This is reinvested automatically. However you may opt to have your income paid to you separately if you wish

Quarterly statements

You will get quarterly statements, either via traditional Mail, or Email.

Fund Specifics

fund SPECIFICS

What is the minimum amount to invest?

  • The minimum initial investment is US$2,000.00
  • The minimum subsequent investment is US$200.00

Redemption of Units

You have the opportunity to redeem your investment at any time. You can access all or part of your funds on any business day by redeeming units held in the Fund.

To redeem units, simply complete and submit the relevant Redemption Form no later than 11 am on any business day to the Fund Administrator, Bourse Securities Limited.

Submissions after 11 am will receive value on the next business day.

An investor who submits a Redemption Form by 11 a.m. on any business day can receive payment within 5 business days.

Financials

Bourse Brazil Latin Fund

  • Bourse Brazil Latin Fund – 30th September 2021
  • Bourse Brazil Latin Fund – 31st March 2021
  • Bourse Brazil Latin Fund – 30th September 2020
  • Bourse Brazil Latin Fund – 31st March 2020
  • Bourse Brazil Latin Fund – 30th September 2019
  • Bourse Brazil Latin Fund – 31st March 2019
  • Bourse Brazil Latin Fund – 30th September 2018
  • Bourse Brazil Latin Fund – 31st March 2018
  • Bourse Brazil Latin Fund – 31st December 2017
  • Bourse Brazil Latin Fund – 30th September 2017
  • Bourse Brazil Latin Fund – 30th June 2017
  • Bourse Brazil Latin Fund – 31st March 2017
  • Bourse Brazil Latin Fund – 30th September 2016
  • Bourse Brazil Latin Fund – 30th June 2016
  • Bourse Brazil Latin Fund – 31st March 2016
  • Bourse Brazil Latin Fund – 30th September 2015
  • Bourse Brazil Latin Fund – 30th June 2015

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

Documentation needed

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Pay-slip or Job Letter as proof of income and employment.
  • A Source of Funds Declaration Form (which we will provide).

you can invest using

  • US Draft
  • US$ Wire Transfer of funds
  • US$ Direct deposits at any branch of First Citizens Bank Ltd

You will be required to open the Account at any of Bourse’s 3 offices, but thereafter, any further Investments may be done at any branch of First Citizens Bank (please notify us if First Citizens is used).

FAQs

Frequently Asked questions

Bourse can serve you by fulfilling the different roles as follows.

Why would someone choose to invest in an Equity Mutual Fund as opposed to purchase individual stocks?

An investor that purchases individual stock is essentially placing ‘all his/her eggs in one basket’ hence can become exposed to greater risk in event that the stock value declines. A mutual fund invests in a diversified portfolio of assets which minimizes the risk of the fund.

Do mutual funds offer a fixed rate of return?

No, mutual funds invest in securities such as stocks, bonds and financial instruments whose yields and values fluctuate with market conditions.

How does an investor make money in a mutual fund?
  • Distribution
  • Capital Appreciation
What are the risks in Mutual Fund investing?

Mutual Funds are investments in financial securities with fluctuating values. The value of the stocks in a fund’s portfolio can rise or fall based on general economic conditions and the fortunes of the particular companies that issue those stocks.

Growth Funds seek maximum capital appreciation and carry high risk.

Money Market/Income-type Mutual Funds seek capital preservation and carry low risk.

What is the relationship with risk and return?

The higher the risk, the greater the return to the investor and vice versa.

What can an investor do to avoid or reduce risks?

To reduce risks, mutual fund investments should constitute part of an overall portfolio which ought to be spread among:

  • Different companies
  • Different industries

This is known as diversification and is the principle upon which mutual fund is based.

What is a Portfolio?

A portfolio is two or more investments which are not similarly affected by various risk factors. If the price of an investment drops because of the influence of a risk, the price of another investment may rise, thus reducing the impact on the total investment.

The risk on a portfolio is generally lower in comparison to the risk on a single investment.

A mutual fund states the kind of portfolio it seeks to construct and outlines how risk factors are likely to affect such a portfolio.

What is the difference between yield and total return?

Yield is the income per unit paid to a unit holder from dividends and interest over a specified period of time.

Total Return is a measure of the change in total value from the beginning to the end of a specified period, usually a year, including distributions paid to unit holders.

This measure includes income received from dividends and interest, capital gains distributions and any unrealized capital gains or losses.

Are Mutual Funds covered by Depositors’ Insurance?

Mutual Funds are not covered by Depositors’ Insurance as is the case with Bank Deposits. The risk is that of the investor.

How can an investor evaluate a fund’s long-term performance?

By comparing the performance of the fund to one or more securities market indices such as S&P 500 (Benchmark for the SavInvest US Dollar Capital Growth Fund), BSE100 (benchmark for the India component of the SavInvest India Asia Fund), the MSCI AC (All Country) Asia Ex Japan Index (benchmark for the Asia component of the SavInvest India Asia Fund) and T&T Composite Index (benchmark for the SavInvest Capital Growth Fund)

Is an investor’s money locked up for a certain period of time in a mutual fund?

Mutual Funds provide a high level of liquidity to investors. An investor who submits a redemption form by 11am on any business day can receive payment within 5 business days.

How long should an investor keep his/her investment in a Mutual Fund?

This depends on the type of Mutual Fund:

  • For a Capital Growth Fund, it is advisable to keep an investment for the medium to long-term (approximately a minimum of  3-5 years)
  • For a Money Market Fund, it is advisable to keep an investment for the short-term (approximately a minimum of 3 months-1 year)

Many types of funds work best when allowed to ride out the ups and downs of market cycles over long periods of time.

What are the fees associated with a Mutual Fund?

Fees include the following:-

  • Trustee
  • Fund Administration
  • Investment Management
  • Distribution

These fees are calculated as a percentage of the Net Asset Value (NAV) of the Fund and are paid on a quarterly basis.

Is the Management Fee part of the Sales Charge?

Management Fees are paid from the Fund’s Assets and are reflected in the Bid and Offer prices.

In contrast, most sales charges are deducted from the investor’s initial investment.

When an investor purchases units in a Fund, how can he/she tell how well his/her investment is doing?

By taking the total number of units he/she owns and multiplying these by the Fund’s Net Asset Value (NAV) per unit (or Bid Price). He/she should compare today’s value against his beginning value. Bourse provides updates of NAVs of a daily basis. They can be found on our website under the “Current NAV Prices” tab and are published weekly on Monday’s Express Newspaper on page 10

How many persons can invest jointly in a mutual fund?

One MAIN Account holder and up to a maximum of three joint parties are allowed.

Can an investor open a SavInvest Mutual Fund for a minor?

No, accounts can only be opened for individuals over the age of 18 years.

If a unit holder dies, what happens to his/her investment?

For an individual account, the legal representative of the unit holder becomes the rightful owner of the units.

For a joint account, the other party/parties become(s) the rightful owners.

Prospectus

prospectus

This prospectus contains information to help you make an informed investment decision and to help you understand your rights.

Click here to download the Brazil latin Fund Prospectus.

Disclaimer

disclaimer

Important information concerning the investment goals, risks, charges and expenses is contained in the prospectus, which is available at any Bourse Securities office or at www.bourseinvestment.com. Investors should carefully consider this information before investing. Performance is subject to variation and is likely to change over time. Past performance should not be treated as an indicator of future performance. 

SavInvest Structured Investment Fund (TT)

This is a Fixed Income Fund that allows you to earn more than your bank accounts may give you on your TT$ savings.
Learn More
Return to - Lifestyle Goals
Fund Description
Features & Benefits
Fund Specifics
FAQs
Prospectus
Financials
Open an Account
Fund Fact Sheet
Disclaimer
Fund Description

FUND DESCRIPTION

This is an income mutual fund which allows investors to earn a competitive rate of return on their TT Dollar holdings with low risk.

Fund Manager

The Promoter of the Fund is Bourse Securities Limited who is also the Fund Manager, Investment Manager and Distributor. The investment responsibility for the Fund’s portfolio is delegated to a team of investment professionals at Bourse who are dedicated to its effective management.

What is the Investment Objective of this Fund?

The objective of the Fund is to generate investment returns which are superior to benchmark Money Market rates.

What is the Fund’s investment strategy?

The fund invests in a diversified portfolio of debt securities instruments and contracts, which are collateralized by marketable securities primarily registered or domiciled in Trinidad & Tobago.

Who should invest?

This fund is designed for the short to medium term investor (1 to 2 years) looking for higher than money market benchmark returns on their TT$ holdings. Interest Income and low risk are important considerations for this fund.

Features & Benefits

features & Benefits

Attractive Returns

Higher investment returns than those offered by the local Commercial Banks’ traditional Deposit Accounts.

Liquidity

Easy access to your funds at any point in time, and there are no penalty charges for redemption.

Collateral

Investments in units can be used as collateral for a loan.

Quarterly statements

You will get quarterly statements, either via traditional Mail, or Email.

Income earnings

Quarterly distribution of income that is reinvested automatically. However, you may opt to have your income paid to you separately if you wish.

Fund Specifics

fund SPECIFICS

What is the minimum amount to invest?

  • The minimum initial investment is TT$10,000
  • The minimum subsequent investment is TT$1,000

Redemption of Units

You have the opportunity to redeem your investment at any time. You can access all or part of your funds on any business day by redeeming units held in the Fund.
To redeem units, simply complete and submit the relevant Redemption Form no later than 11 am on any business day to the Fund Administrator, Bourse Securities Limited.

Submissions after 11 am will receive value on the next business day.

An investor who submits a Redemption Form by 11 a.m. on any business day can receive payment within 2 business days.

FAQs

Frequently Asked questions

Bourse can serve you by fulfilling the different roles as follows.

Why would someone choose to invest in an Equity Mutual Fund as opposed to purchase individual stocks?

An investor that purchases individual stock is essentially placing ‘all his/her eggs in one basket’ hence can become exposed to greater risk in event that the stock value declines. A mutual fund invests in a diversified portfolio of assets which minimizes the risk of the fund.

Do mutual funds offer a fixed rate of return?

No, mutual funds invest in securities such as stocks, bonds and financial instruments whose yields and values fluctuate with market conditions.

How does an investor make money in a mutual fund?
  • Distribution
  • Capital Appreciation
What are the risks in Mutual Fund investing?

Mutual Funds are investments in financial securities with fluctuating values. The value of the stocks in a fund’s portfolio can rise or fall based on general economic conditions and the fortunes of the particular companies that issue those stocks.

Growth Funds seek maximum capital appreciation and carry high risk.

Money Market/Income-type Mutual Funds seek capital preservation and carry low risk.

What is the relationship with risk and return?

The higher the risk, the greater the return to the investor and vice versa.

What can an investor do to avoid or reduce risks?

To reduce risks, mutual fund investments should constitute part of an overall portfolio which ought to be spread among:

  • Different companies
  • Different industries

This is known as diversification and is the principle upon which mutual fund is based.

What is a Portfolio?

A portfolio is two or more investments which are not similarly affected by various risk factors. If the price of an investment drops because of the influence of a risk, the price of another investment may rise, thus reducing the impact on the total investment.

The risk on a portfolio is generally lower in comparison to the risk on a single investment.

A mutual fund states the kind of portfolio it seeks to construct and outlines how risk factors are likely to affect such a portfolio.

What is the difference between yield and total return?

Yield is the income per unit paid to a unit holder from dividends and interest over a specified period of time.

Total Return is a measure of the change in total value from the beginning to the end of a specified period, usually a year, including distributions paid to unit holders.

This measure includes income received from dividends and interest, capital gains distributions and any unrealized capital gains or losses.

Are Mutual Funds covered by Depositors’ Insurance?

Mutual Funds are not covered by Depositors’ Insurance as is the case with Bank Deposits. The risk is that of the investor.

How can an investor evaluate a fund’s long-term performance?

By comparing the performance of the fund to one or more securities market indices such as S&P 500 (Benchmark for the SavInvest US Dollar Capital Growth Fund), BSE100 (benchmark for the India component of the SavInvest India Asia Fund), the MSCI AC (All Country) Asia Ex Japan Index (benchmark for the Asia component of the SavInvest India Asia Fund) and T&T Composite Index (benchmark for the SavInvest Capital Growth Fund)

Is an investor’s money locked up for a certain period of time in a mutual fund?

Mutual Funds provide a high level of liquidity to investors. An investor who submits a redemption form by 11am on any business day can receive payment within 5 business days.

How long should an investor keep his/her investment in a Mutual Fund?

This depends on the type of Mutual Fund:

  • For a Capital Growth Fund, it is advisable to keep an investment for the medium to long-term (approximately a minimum of  3-5 years)
  • For a Money Market Fund, it is advisable to keep an investment for the short-term (approximately a minimum of 3 months-1 year)

Many types of funds work best when allowed to ride out the ups and downs of market cycles over long periods of time.

What are the fees associated with a Mutual Fund?

Fees include the following:-

  • Trustee
  • Fund Administration
  • Investment Management
  • Distribution

These fees are calculated as a percentage of the Net Asset Value (NAV) of the Fund and are paid on a quarterly basis.

Is the Management Fee part of the Sales Charge?

Management Fees are paid from the Fund’s Assets and are reflected in the Bid and Offer prices.

In contrast, most sales charges are deducted from the investor’s initial investment.

When an investor purchases units in a Fund, how can he/she tell how well his/her investment is doing?

By taking the total number of units he/she owns and multiplying these by the Fund’s Net Asset Value (NAV) per unit (or Bid Price). He/she should compare today’s value against his beginning value. Bourse provides updates of NAVs of a daily basis. They can be found on our website under the “Current NAV Prices” tab and are published weekly on Monday’s Express Newspaper on page 10

How many persons can invest jointly in a mutual fund?

One MAIN Account holder and up to a maximum of three joint parties are allowed.

Can an investor open a SavInvest Mutual Fund for a minor?

No, accounts can only be opened for individuals over the age of 18 years.

If a unit holder dies, what happens to his/her investment?

For an individual account, the legal representative of the unit holder becomes the rightful owner of the units.

For a joint account, the other party/parties become(s) the rightful owners.

Prospectus

prospectus

The contents of this Prospectus are qualified in their entirety by the detailed provision of the Trust Deed.

Click here to download SavInvest TT Structured Investment Fund Prospectus.

Financials

SavInvest TT Structured Investment Fund

  • Savinvest TT Structured Investment Fund – 30th June 2022
  • Savinvest TT Structured Investment Fund – 31st December 2021
  • Savinvest TT Structured Investment Fund – 30th June 2021
  • Savinvest TT Structured Investment Fund – 31st December 2020
  • Savinvest TT Structured Investment Fund – 30th June 2020
  • Savinvest TT Structured Investment Fund – 31st December 2019
  • Savinvest TT Structured Investment Fund – 30th June 2019
  • Savinvest TT Structured Investment Fund – 31st December 2018
  • Savinvest TT Structured Investment Fund – 30th June 2018
  • Savinvest TT Structured Investment Fund – 31st December 2017
  • Savinvest TT Structured Investment Fund – 30th June 2017
  • Savinvest TT Structured Investment Fund – 31st December 2016
  • Savinvest TT Structured Investment Fund – 30th June 2016
  • Savinvest TT Structured Investment Fund – 31st December 2015
  • Savinvest TT Structured Investment Fund – 30th June 2015

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

Documentation needed

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Pay-slip or Job Letter as proof of income and employment.
  • A Source of Funds Declaration Form (which we will provide).

you can invest using

  • Manager’s cheques
  • Personal cheques (subject to management approval)
  • Wire Transfer of funds
  • Direct deposits at any branch of First Citizens Bank Ltd

Fund Fact Sheet

Disclaimer

disclaimer

Important information concerning the investment goals, risks, charges and expenses is contained in the prospectus, which is available at any Bourse Securities office or at www.bourseinvestment.com. Investors should carefully consider this information before investing. Performance is subject to variation and is likely to change over time. Past performance should not be treated as an indicator of future performance. 

SavInvest Investment Income Fund (US)

This is a Fixed Income Fund that allows you to earn more than your bank accounts may give you on your US$ savings.
Learn More
Return to - Lifestyle Goals
Fund Description
Features & Benefits
Fund Specifics
Prospectus
Financials
Open an Account
FAQs
Fund Fact Sheet
Disclaimer
Fund Description

FUND DESCRIPTION

This is an income mutual fund which allows investors to earn a competitive rate of return on their US Dollar holdings with low risk.

Fund Manager

The Promoter of the Fund is Bourse Securities Limited who is also the Fund Manager, Investment Manager and Distributor. The investment responsibility for the Fund’s portfolio is delegated to a team of investment professionals at Bourse who are dedicated to its effective management.

What is the Investment Objective of this Fund?

The objective of the Fund is generate investment returns which are superior to US$ benchmark Money Market rates.

What is the Fund’s investment strategy?

The fund invests in a diversified portfolio of debt securities instruments and contracts, which are collateralized by marketable securities primarily denominated in United States Dollars.

Who should invest?

This fund is designed for the short to medium term investor (1 to 2 years) looking for higher than money market benchmark returns on their US$ holdings. Interest income and low risk are important considerations for this fund.

Features & Benefits

features & Benefits

Attractive Returns

Higher investment returns than those offered by the local Commercial Banks’ traditional Deposit Accounts.

Liquidity

Easy access to your funds at any point in time, and there are no penalty charges for redemption.

Collateral

Investments in units can be used as collateral for a loan.

Quarterly statements

You will get quarterly statements, either via traditional Mail, or Email.

Income earnings

Quarterly distribution of income that is reinvested automatically. However, you may opt to have your income paid to you separately if you wish.

Fund Specifics

fund SPECIFICS

What is the minimum amount to invest?

  • The minimum initial investment is US$2,000.00
  • The minimum subsequent investment is US$200.00

Redemption of Units

You have the opportunity to redeem your investment at any time. You can access all or part of your funds on any business day by redeeming units held in the Fund.

To redeem units, simply complete and submit the relevant Redemption Form no later than 11 am on any business day to the Fund Administrator, Bourse Securities Limited.

Submissions after 11 am will receive value on the next business day.

An investor who submits a Redemption Form by 11 a.m. on any business day can receive payment within 5 business days.

Prospectus

prospectus

The contents of this Prospectus are qualified in their entirety by the detailed provision of the Trust Deed.

Click here to download the SavInvest Investment Income Fund (US)

Financials

Savinvest US Investment Income Fund

  • Savinvest US Investment Income Fund – 31st December 2021
  • Savinvest US Investment Income Fund – 30th June 2021
  • Savinvest US Investment Income Fund – 31st December 2020
  • Savinvest US Investment Income Fund – 30th June 2020
  • Savinvest US Investment Income Fund – 31st December 2019
  • Savinvest US Investment Income Fund – 30th June 2019
  • Savinvest US Investment Income Fund – 31st December 2018
  • Savinvest US Investment Income Fund – 30th June 2018
  • Savinvest US Investment Income Fund – 31st December 2017
  • Savinvest US Investment Income Fund – 30th June 2017
  • Savinvest US Investment Income Fund – 31st December 2016
  • Savinvest US Investment Income Fund – 30th June 2016
  • Savinvest US Investment Income Fund – 31st December 2015
  • Savinvest US Investment Income Fund – 30th June 2015

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

Documentation needed

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Pay-slip or Job Letter as proof of income and employment.
  • A Source of Funds Declaration Form (which we will provide).

you can invest using

  • US Draft
  • US$ Wire Transfer of funds
  • US$ Direct deposits at any branch of First Citizens Bank Ltd

You will be required to open the Account at any of Bourse’s offices, but thereafter, any further Investments may be done at any branch of First Citizens Bank (please notify us if First Citizens is used).

FAQs

Frequently Asked questions

Bourse can serve you by fulfilling the different roles as follows.

Why would someone choose to invest in an Equity Mutual Fund as opposed to purchase individual stocks?

An investor that purchases individual stock is essentially placing ‘all his/her eggs in one basket’ hence can become exposed to greater risk in event that the stock value declines. A mutual fund invests in a diversified portfolio of assets which minimizes the risk of the fund.

Do mutual funds offer a fixed rate of return?

No, mutual funds invest in securities such as stocks, bonds and financial instruments whose yields and values fluctuate with market conditions.

How does an investor make money in a mutual fund?
  • Distribution
  • Capital Appreciation
What are the risks in Mutual Fund investing?

Mutual Funds are investments in financial securities with fluctuating values. The value of the stocks in a fund’s portfolio can rise or fall based on general economic conditions and the fortunes of the particular companies that issue those stocks.

Growth Funds seek maximum capital appreciation and carry high risk.

Money Market/Income-type Mutual Funds seek capital preservation and carry low risk.

What is the relationship with risk and return?

The higher the risk, the greater the return to the investor and vice versa.

What can an investor do to avoid or reduce risks?

To reduce risks, mutual fund investments should constitute part of an overall portfolio which ought to be spread among:

  • Different companies
  • Different industries

This is known as diversification and is the principle upon which mutual fund is based.

What is a Portfolio?

A portfolio is two or more investments which are not similarly affected by various risk factors. If the price of an investment drops because of the influence of a risk, the price of another investment may rise, thus reducing the impact on the total investment.

The risk on a portfolio is generally lower in comparison to the risk on a single investment.

A mutual fund states the kind of portfolio it seeks to construct and outlines how risk factors are likely to affect such a portfolio.

What is the difference between yield and total return?

Yield is the income per unit paid to a unit holder from dividends and interest over a specified period of time.

Total Return is a measure of the change in total value from the beginning to the end of a specified period, usually a year, including distributions paid to unit holders.

This measure includes income received from dividends and interest, capital gains distributions and any unrealized capital gains or losses.

Are Mutual Funds covered by Depositors’ Insurance?

Mutual Funds are not covered by Depositors’ Insurance as is the case with Bank Deposits. The risk is that of the investor.

How can an investor evaluate a fund’s long-term performance?

By comparing the performance of the fund to one or more securities market indices such as S&P 500 (Benchmark for the SavInvest US Dollar Capital Growth Fund), BSE100 (benchmark for the India component of the SavInvest India Asia Fund), the MSCI AC (All Country) Asia Ex Japan Index (benchmark for the Asia component of the SavInvest India Asia Fund) and T&T Composite Index (benchmark for the SavInvest Capital Growth Fund)

Is an investor’s money locked up for a certain period of time in a mutual fund?

Mutual Funds provide a high level of liquidity to investors. An investor who submits a redemption form by 11am on any business day can receive payment within 5 business days.

How long should an investor keep his/her investment in a Mutual Fund?

This depends on the type of Mutual Fund:

  • For a Capital Growth Fund, it is advisable to keep an investment for the medium to long-term (approximately a minimum of  3-5 years)
  • For a Money Market Fund, it is advisable to keep an investment for the short-term (approximately a minimum of 3 months-1 year)

Many types of funds work best when allowed to ride out the ups and downs of market cycles over long periods of time.

What are the fees associated with a Mutual Fund?

Fees include the following:-

  • Trustee
  • Fund Administration
  • Investment Management
  • Distribution

These fees are calculated as a percentage of the Net Asset Value (NAV) of the Fund and are paid on a quarterly basis.

Is the Management Fee part of the Sales Charge?

Management Fees are paid from the Fund’s Assets and are reflected in the Bid and Offer prices.

In contrast, most sales charges are deducted from the investor’s initial investment.

When an investor purchases units in a Fund, how can he/she tell how well his/her investment is doing?

By taking the total number of units he/she owns and multiplying these by the Fund’s Net Asset Value (NAV) per unit (or Bid Price). He/she should compare today’s value against his beginning value. Bourse provides updates of NAVs of a daily basis. They can be found on our website under the “Current NAV Prices” tab and are published weekly on Monday’s Express Newspaper on page 10

How many persons can invest jointly in a mutual fund?

One MAIN Account holder and up to a maximum of three joint parties are allowed.

Can an investor open a SavInvest Mutual Fund for a minor?

No, accounts can only be opened for individuals over the age of 18 years.

If a unit holder dies, what happens to his/her investment?

For an individual account, the legal representative of the unit holder becomes the rightful owner of the units.

For a joint account, the other party/parties become(s) the rightful owners.

Fund Fact Sheet

Disclaimer

disclaimer

Important information concerning the investment goals, risks, charges and expenses is contained in the prospectus, which is available at any Bourse Securities office or at www.bourseinvestment.com. Investors should carefully consider this information before investing. Performance is subject to variation and is likely to change over time. Past performance should not be treated as an indicator of future performance. 

Local Stockbroking

Buy and sell shares with the largest independent stockbroking firm in the country. Benefit from our research team’s consistent, reliable and unbiased equity research every week.
Learn More
Return to - Lifestyle Goals
Description
Features & Benefits
Specifics
FAQs
Open an Account
TTSE Online Trading Platform
Description

description

This is the core business of Bourse Brokers Limited. Because of our independent status, we continue to be the preferred stockbroking house of many institutional and individual investors. Our local equity research team is also recognized by many as unbiased and the best in the country.

what is stockbroking?

Stock broking is essentially the process of buying and selling stocks, shares and other such securities on behalf of clients. Stocks represent a share of ownership in a corporation.

Features & Benefits

features & Benefits

Benefits of investing in the stock market.

Diversification

You can select shares from different companies, sectors and geographical regions thus spreading your risks.

Superior Returns

Over the medium to long term, shares tend to provide a higher return in comparison to deposits, bonds and other fixed income instruments.

Wealth Creation

There is a potential for wealth creation through capital appreciation and dividend income.

Liquidity

Stocks on the exchange can be sold thus making cash readily available.

Strategy to Beat Inflation

 In times of higher inflation, equity investments show a higher net effect than fixed income instruments.

Specifics

SPECIFICS

What is the minimum amount to invest?

Investors must make an initial stock purchase of TT$10,000 per trade per company.

FAQs

Frequently Asked questions

Bourse can serve you by fulfilling the different roles as follows.

Bourse can serve you by fulfilling the different roles as follows:
  • Executionary – you can make your own choices, and we buy and sell as you wish.
  • Advisory – we liaise with you and provide support on which choices are available but the final decision is yours.
  • Discretionary – you leave all the decisions up to us and we invest in various stocks as we see fit.
All purchasing transactions are done via cheque or direct deposit.

Payment must be made by settlement date which is 3 business days after the transaction date, T+3. The only cash payments which are accepted are for settlement of administrative fees ($20 per type of share.)

For first time stock broking clients, 50% of the payment must be made before the transaction is executed.

What are the commissions charged by Bourse?

• 1.5% on the first $50,000
• 1.25% on $50,000- $100,000
• 1% over $100,000.

These fees are standard and charged by all brokerage houses in Trinidad and Tobago.

There are also Trinidad and Tobago Stock Exchange (TTSE) (0.12%) and TTCD (0.06%) charges totaling 0.18% of the market value of a transaction.

How do I place an order?

An order can be placed by phone, through face to face meetings or via e-mail.

For a new client to place an order, Bourse requires a face to face visit. New clients are required to pre-fund their account which means that 50% payment must be provided up-front which is not customary after initial shares are bought.

Existing clients can call the order in on the phone. However, verbal instructions must be followed with written/ signed instructions. This can be emailed or faxed to our office.

How do I get confirmation that the trade is executed?

This can be done in 2 ways:

  • The Trader/ Client Relationship Officer (CRO) calls to advise you that the trade is completed.
  • A contract note is generated and is either mailed/ faxed to you.

When the CRO calls to advise you that the trade is done, he/she will also inform you of the amount due/payable and the settlement date

How do I sell my shares?

If you are interested in selling your shares and have share certificates in your possession, you will have to deposit these shares into your TTCD account before they can be sold.

Once the registrar of the company confirms that the share certificate(s) are valid, the shares would clear into your TTCD account and becomes available for trade. It is only at this time, that an order can be placed to have the shares sold. This process of depositing share certificates may differ based on the various registrars but it is usually three (3) business days.

Following the execution and transaction, a contract note of the trade is submitted to the client. This contract note is a legal document which specifies the volume and value of shares bought or sold the transaction price, the TTSE transaction charge and the commission payable to the broker. In the case of a purchase, the contract note is your proof of legal ownership until the settlement date.

How often do I receive statements?

Statements are mailed quarterly, by both the Broker and the TTSE. However, you can also request a statement at any time, over the phone or via email.

When can trading take place?

Trading takes place on all business days, excluding public holidays and Carnival Monday and Tuesday from 9:30 am – 12:00 pm and is open for viewing by the general public.

What form does dividend payment take?

All shareholders at this date are entitled to the dividend. The payment date is a date (approximately 2 weeks after) when the actual payment is done.

Dividend payments can be either via a cheque or electronically. Cheques are usually mailed to the shareholder and once the shareholder provides the relevant bank mandate information to the respective share registrars, the dividend would automatically be credited to the account information provided. 

How are prices of shares determined?

The TTSE does not fix the price at which a stock may be bought or sold. The price is determined by the demand and supply for the stock.

Between 8:00 am and 9:30 am on every trading day, there is a pre-open session during which Brokers enter orders into the trading system, but they are not immediately traded.

Once the market opens at 9.30 am, trades are executed on a continuous basis which means that any security can trade at any time during the trading session.

The closing price of a share listed on the First Tier, Second Tier and Mutual Fund markets of the TTSE is the Volume Weighted Average Price, calculated as the total value of shares traded in the day divided by the total volume of shares traded in the same trading day.

Can shares still be issued in a certificated form?

Yes, but in the event that you need to sell for any reason, you would still have to have them dematerialized.

What is the significance of the P/E multiple?

The price-to-earnings ratio is a financial ratio used for valuation: a higher P/E ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with a lower P/E ratio.

How can I monitor prices daily?

Post trading prices for each day are emailed to our clients who subscribe to this free service.

The TTSE website also publishes daily trade summaries and quotes.

These quotes are also published in all daily newspapers on the following day. 

How do I know when the Broker changes recommendations from buy to sell or vice versa?

At Bourse, we conduct in-depth analysis based on latest available financial data and our recommendations are contained in the Bourse Weekly Review which is published in Trinidad Express on Mondays.

In addition, our Managing Director hosts the Bourse Report on CNC3 every Monday morning at 6:15 am, which not only offers the best financial advice but the latest financial news. This report can also be viewed on our website, www.bourseinvestment.com each week with an option to view past episodes.

We also have fully qualified Analysts available speak with investors upon request.

What is the cheapest stock available and should I invest in this?

Although a stock is cheap in terms of price, this does not mean you should have it in your portfolio. You must be aware of the fundamental factors surrounding the performance of the company such as its past performance, profitability and ability to grow in the coming financial year.

An alternative measure of determining whether a stock is “cheap” is the P/E Multiple. Analysts usually have an average multiple based on the similar companies in the industry in which the company operates.

Companies that have a high P/E may have limited potential to grow earnings as this may make them expensive in relation to other firms operating under similar conditions with a lower P/E. Generally, the company with the lower P/E and highest probability to increase future earnings will be considered “cheap.” 

When is a good time to buy shares?

The Stock Market is a form of long-term investing. You should not worry too much about price movements based on intra-day trading but rather over the longer term. Your buying decisions should be based on these as well as advice from your Broker/Advisor.

What is a cross-listed share?

A Cross-Listed share is one that is listed on more than one Stock Exchange.

On the Trinidad and Tobago Stock Exchange, there are presently 4 companies which are domiciled in Jamaica, listed on both the Jamaica Stock Listed and Trinidad & Tobago Stock Exchange. They are National Commercial Bank of Jamaica, Jamaica Money Market Brokers, Grace Kennedy & Company and Scotia Investments Jamaica Limited.

What is the benefit of moving shares between the markets to execute a trade?

Clients who hold inventory in the security can switch positions by selling in one market at the higher price and buying at a lower price in another market- this is called arbitrage.

Why do cross-listed shares carry different prices?

Cross-Listed shares carry different prices in different markets at various points in time due to the demand and supply situation that exists for the particular share.

When the price of a cross listed stock is higher in one market over another, the possibility exists for arbitrage opportunities but this has risks.

Do I need Bajan and Jamaican currency to execute trade in regional markets?
  • Trades in Barbados and Jamaica are done in the national currency and settlement in US Dollars
  • Bourse has counter party brokers in both jurisdictions who will execute the trades
  • Investors can arrange their currency through Bourse Treasury
If I die, what will happen to my shares?
  • If the account is a joint account, the joint holder(s) will need to provide a death certificate. Bourse will then write the TTCD advising them of the death and the deceased’s name will be removed from the account, thus leaving the surviving shareholder(s) name on the account.
  • If an account is a single account, the estate will have to be probated, that is, the court will have to determine a value and appoint an executor.
Can I open a joint account?

An account can be opened joint with a primary holder and a maximum of 3 joint holders

What are the tax implications on dividends?
  • For a Trinidad and Tobago national, dividend income is exempt from Income Tax.
  • For foreign nationals, dividends are taxed at source subject to 15% withholding tax.
Is capital gains tax relevant in Trinidad?

Yes, but currently capital gains is at a rate of 0% in Trinidad

How is the interest of the investor protected under the constructs of the Self Regulating Organization (SRO)?

The Trinidad and Tobago Securities and Exchange Commission (TTSEC) is the governing body for the Trinidad and Tobago Stock Exchange (TTSE). Non-compliance with the rules of the TTSEC attracts penalties.

How do I transfer shares between brokers? Is there any cost attached?
  • Transfers attract a charge of $20 per security
  • Clients must provide written instructions to the Broker requesting the movement, subsequent to which, the Broker will write to the TTCD to effect the transfer.
Is there any guarantee on minimum rates of return?

No, there are no guarantees on the equity market

Do I have access to research on all equities listed on the Stock Exchange?

Yes, Bourse is the only local company that conducts in-depth research on all the stocks listed on the TTSE and we make it available to our investors and to the public at large.

If Bourse goes bankrupt, are my shares guaranteed?
  • Shares are held by TTCD, which is independent to the Broker
  • If Bourse goes bankrupt, the TTCD will assign shares managed by Bourse to an appointed Broker
Information On The Trinidad And Tobago Stock Exchange (TTSE)

Stocks can only be bought and sold if they are listed on the TTSE.

To become listed, companies must have in excess of 50 stockholders and they must comply with all regulations as required by the TTSE.

The companies that are listed on the Stock Exchange encompass various sectors including Banking, Non-Banking Finance, Trading, Manufacturing, Conglomerate, Property and   Non-sector companies.

It is important to note that investments, particularly investments in the stock market bring with it risk. There are, however, measures which can be implemented to mitigate such risk.

One such means is by having in-depth research on the companies in which you are investing. Bourse Brokers Limited and Bourse Securities Limited’s Investment Team can provide useful research and therefore assist you in making the best investment decisions.

Some information contained above has been taken from the Trinidad and Tobago Stock Exchange Website. For more information, please visit: https://www.stockex.co.tt

Open an Account

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Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

How do I buy shares?

In order for us to do any buying shares on your behalf you MUST open an account with Bourse as well as one with the Trinidad & Tobago Central Depository (TTCD).

Documentation Needed for Opening Brokerage Account

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Job Letter and recent Pay slip
  • A Source of Funds Declaration Form (which we will provide).

TTSE Online Trading Platform

TRINIDAD & TOBAGO STOCK EXCHANGE ONLINE TRADING PLATFORM (TOP) SELF TRADING FACILITY

Bourse is pleased to offer the Trinidad and Tobago Stock Exchange Online Trading Platform (TOP) self-trading facility.

Features include

  • Reduced commission rate
  • Self-placement of trades for local equities
  • Real time viewing of the local market activity and depth
  • Viewing of transaction history, cash balances & portfolio holdings
  • Access to TTCD E-statements using the same login credentials

Requirements

  • First-time, minimum investment of $10,000 TTD
  • Pre-funding of accounts for purchases
  • Standard account opening documentation

Frequently Asked Questions about TTSE Online Trading Platform.

International Stockbroking

Buy and sell international stocks, Exchange Traded Funds (ETFs) and more through your trusted local Broker.
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Description

description

Introducing BourseTrader – a service enabling you to trade international stocks, Exchange Traded Funds (ETFs) and more through Bourse.

How do I trade?

Similar to local equity trading, you can call or email your orders to the trade desk at Bourse.

Features & Benefits

features & Benefits

Benefits of investing in the stock market.

Diversification

You can select shares from different companies, sectors and geographical regions thus spreading your risks.

Superior Returns

Over the medium to long term, shares tend to provide a higher return in comparison to deposits, bonds and other fixed income instruments.

Wealth Creation

There is a potential for wealth creation through capital appreciation and dividend income.

Liquidity

Stocks on the exchange can be sold thus making cash readily available.

Strategy to Beat Inflation

 In times of higher inflation, equity investments show a higher net effect than fixed income instruments.

Specifics

SPECIFICS

What are the hours of trading?

Standard US trading hours apply:

  • 9:30 am to 4 pm (non-daylight savings)
  • 10:30 am to 5 pm (daylight savings)

What’s the minimum account size?

You can open a trading account with as little at US$5,000. Your account must be prefunded before you can begin trading.

What are the trading costs?

Trading costs include:

  • A flat ticket charge of US$8 per trade
  • 0.5% of the value of the trade
  • Exchange fees as applicable (US$0.06 per share)

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

How do I open a BourseTrader account?

Paperwork can be tedious; we’ll try to make it as smooth as possible. In addition to completing your account opening forms, you’ll need the following:

Individual applicants

  • 2 valid forms of identification (passport, national I.D., driver’s permit)
  • Job letter, no older than three months
  • Most recent pay slip or bank statement, if self-employed
  • A proof of address dated within the last 6 months, such as a utility bill

Business applicants

  • Incorporation and other company documents such as most recent annual return, company by-laws, corporate profile etc.
  • List of authorised signatories along with copies of 2 valid forms of Ids for each;
  • Board resolution or other approval to establish account;
  • Last 3 years management accounts or audited financials (as applicable)

Click here to download Application Form.

Repurchase Agreements

This is a customizable fixed-income instrument, where the interest rate and tenors are stated and known at the beginning of the investment. Very similar to a traditional fixed deposit, our REPOs are fully collateralized.
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Repurchase Agreements (Repos)

A Repo involves the owner of securities (Bourse) selling some of their securities to an investor (you) under an agreement to be repurchased at a predetermined price at a future date.

Repos are customizable fixed-income money market instruments, where the interest rate and tenors are stated and known at the beginning of the investment.

At Bourse, we provide Repo facilities in both TT Dollar and US Dollar investments.

Who should invest in a REPO?

A Repo is designed for the short to medium term investor looking to ‘warehouse’ surplus funds for substantially higher returns, with low risk.

Repos are also an attractive choice for the investor who may be looking for a similar, but better option than a traditional Bank Fixed Deposit.

Features & Benefits

features & Benefits

Attractive Returns

Superior fixed investment returns in comparison to those offered on regular Money Market Mutual Funds and Banks’ Fixed Deposit Accounts.

Liquidity

The tenor of the Repo may vary from 6 months to 1, 2 or 3 Years.

Low risk

Reduction of counterparty risk due to the collateral exchanged for your funds, unlike fixed deposits and other unsecured short term facilities.

Diversification

A different option for your ‘surplus’ funds, and for your overall Investment portfolio.

Repo Specifics

repo SPECIFICS

Repurchase Agreements (Repos)

A Repo involves the owner of securities (Bourse) selling some of their securities to an investor (you) under an agreement to be repurchased at a predetermined price at a future date.

Repos are customizable fixed-income money market instruments, where the interest rate and tenors are stated and known at the beginning of the investment.

At Bourse, we provide Repo facilities in both TT Dollar and US Dollar investments.

Who should invest in a REPO?

A Repo is designed for the short to medium term investor looking to ‘warehouse’ surplus funds for substantially higher returns, with low risk.

Repos are also an attractive choice for the investor who may be looking for a similar, but better option than a traditional Bank Fixed Deposit.

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

Documentation needed

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Pay-slip or Job Letter as proof of income and employment.
  • A Source of Funds Declaration Form (which we will provide).

you can invest using

  • Manager’s cheques
  • Personal cheques (subject to management approval)
  • Wire Transfer of funds
  • Direct deposits at any branch of First Citizens Bank Ltd

You will be required to open the Account at any of Bourse’s offices, but thereafter, any further Investments may be done at any branch of First Citizens Bank (please notify us if First Citizens is used).

Bond Brokerage

Bonds are a great alternative for higher returns with relatively low risk. Earn between 4% to 6% (negotiable) on your US$ holdings.
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What is a Bond?

A bond is a fixed income debt instrument, in which the authorized issuer owes the holders a debt and, depending on the terms of the bond, is obliged to pay interest (coupon) to the holder and/or to repay the principal at a later date. It is a formal contract to repay borrowed money with interest at fixed intervals.

What kind of return will you be receiving?

Bonds are a great alternative to other investments such as equities, mutual funds and fixed deposits and offer a good return as compared to its risk. Bonds are also much more secure than equities as they are governed by stricter terms and conditions.

How safe are Bonds?

In terms of default risk (the risk that the bond issuer is unable to repay bond holders at the maturity date), bonds are usually rated by reputable rating agencies such as Standard and Poor’s, Moody’s, Fitch and CariCRIS (a Caribbean credit rating agency). The ratings given by these agencies are an indication of the issuer’s probability of default and ability to make its obligated payments. Investors therefore use ratings as a gauge of how safe a bond is. Generally, the higher the rating, the less likely the issuer will default.

Features & Benefits

benefits & features

How Can You Benefit From Investing in Bonds?

  • The returns that Bond Brokerage offers is a great avenue for the investor to get superior returns when compared to Banks or Mutual Funds with a fair amount of risk.
  • Bonds provide a fixed rate of return to the investor, as compared to money market mutual funds where the rate is lower and volatile.
  • Bond Brokerage provides an opportunity for you to diversify your portfolio particularly now in a time where equities are risky and in a low interest mutual fund environment.
  • Bonds provide predictable income for the investor, as compared with equity dividends, which are paid at the discretion of the management and Board. This can be paid annually, semi-annually and quarterly as per the bond’s term and conditions.
  • Some Bonds can be bought and sold which can therefore provide the investor with an opportunity for capital gains.
  • Bonds provide the investor with predictable cash flows.

Specifics

SPECIFICS

What is the minimum investment amount?

The minimum investment amount is US $25,000 (face value).

Are there tax implications of investing in Bonds?

Yes, but there are certain bonds which are tax exempt; however they are more difficult to source. We at Bourse will search the market if you so desire tax-free bonds.

What commission is charged by Bourse?

Bourse’s rates of commission are competitive when compared to other bond brokerage houses in Trinidad and Tobago. In addition to this, all of our charges are included in the prices we quote and therefore returns are net.

FAQs

Frequently Asked questions

Bourse can serve you by fulfilling the different roles as follows.

What is Liquidity Risk?

Liquidity refers to the ability to quickly convert your investment into cash. Therefore, liquidity risk is the risk that the asset cannot be purchased or sold without a significant concession in price. In terms of bonds, the international bond market is considered fairly liquid, whilst the local bond market is somewhat illiquid.

What is Yield to Maturity?

Yield to Maturity is the most common measure of a bond investor’s return. It is the total return the investor will receive on the bond if it is held until maturity.

What is Current Yield?

Current Yield is an alternative measure of return. It represents the return taking into account coupon interest only and ignores capital gains or losses and re-investment income. It is calculated as the annual coupon interest on the bond over the price of the bond.

Can the value of my bond decrease?

Bond valuations fluctuate over time as market conditions change. The general rule of thumb is that when interest rates rise, bond valuations fall (capital deprecation) and when interest rates fall, bond valuations rise (capital appreciation).

What is an investment grade bond?

Investment grade bonds are securities that are judged by credit rating agencies, such as Standard and Poor’s, to be likely to meet its obligated payments. In other words, these bonds have a lower probability of default. Bonds rated BBB- and above by S&P are considered investment grade.

What is a junk bond?

Junk (speculative or high yield) bonds are securities rated below BBB- by S&P. These bonds have a higher risk of default compared to investment grade bonds but compensate investors by paying a higher yield.

What do the credit ratings mean?

Can I purchase bonds in currencies other than USD?

Investors can purchase bonds denominated in other currencies such as Euro, CAD, GBP etc. However, purchase and sales are settled in USD, therefore, the investor is faced with any associated currency risk.

Can I purchase bonds jointly with a relative or friend?

Bonds can be purchased jointly

How do I receive my coupon payment?

Bond coupon payments are made via a USD draft within 2-3 business days of the coupon date.

When are coupon payments made?

Coupon payments are typically made semi-annually. However, some issuers pay annually or even quarterly.

Can the value of my bond decrease?

Bond valuations fluctuate over time as market conditions change. The general rule of thumb is that when interest rates rise, bond valuations fall (capital deprecation) and when interest rates fall, bond valuations rise (capital appreciation). However, this fluctuation in the value of the bond would only affect you should you decide to sell the bond before it matures. If you hold the bond to maturity, you will be unaffected by any shifts in the bond’s value.

When are coupon payments made?

Coupon payments are typically made semi-annually. However, this may vary from issuer to issuer.

Are bonds traded on an exchange?

There is a local TTD bond exchange run by the Trinidad and Tobago Stock Exchange (TTSE). Most Government of the Republic of Trinidad and Tobago (GORTT) bonds are listed on that exchange along with a few corporate bonds. Bourse Securities Limited is a licensed broker on the TTSE.

What is an Over The Counter market?

An Over the Counter (OTC) market is the bond market over which bonds not listed on the exchange are traded. Bonds are traded in their paper form via the registrars.

What is the difference between the primary bond market and the secondary bond market?

The primary market is defined as the market in which the bonds are first issued to the public. Any subsequent trading of the bonds from the initial holders is traded in the secondary market. Secondary market trading can be done either over the exchange or in the OTC market.

What is a GSI?

A Government Securities Intermediary (GSI) is an agent approved by the Central Bank of Trinidad and Tobago (CBTT) to act on its behalf during primary bond auctions.

Can you sell your bond at any time? How long will this process take?

Some bonds are easier to sell than others so it depends on the particular bond and the market for that bond.

At Bourse, our research and treasury departments actively monitor the markets and always keep our clients informed when opportunities arise. We do so, after performing adequate research to ensure that the bonds we recommend are of good standing and reflect the companies that they are issued by. This is used as an indication of their level of safety risk.

How will Bourse keep you informed on your bond’s performance?

Quarterly statements are provided to all of our customers. However if at any time you desire additional information, you can email or call us.

For further information on any investment option, kindly contact us at (868) 628-9100 or at invest@boursefinancial.com

Open an Account

open an account

Interested investors can call 1-868-226-8773 or send an email to sales@boursefinancial.com.

documents needed

  • Two (2) forms of photo identification (e.g. National Identification Card, T&T Passport or Driver’s License)
  • Proof of Address not older than 3 months (e.g. Utility Bill, Bank or Credit Card Statement)
  • Job Letter and recent Pay slip
  • A Source of Funds Declaration Form (which we will provide).

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Helping individual and institutional investors achieve their financial goals through sound investment management and brokerage advisory services.

Our Products

  • Mutual Funds
  • Bond Brokerage
  • Repurchase Agreements (REPOS)
  • Stocks and Shares
  • Wealth and Portfolio Management

Contact Us

  • (868) 2-BOURSE (226-8773)
  • (868) 665-5755
  • info@boursefinancial.com
  • 24 Mulchan Seuchan Road,Chaguanas
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