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Real Estate Portfolio

JA$ Denominated

 

Real Estate Fact Sheet

Part of the Multiple Portfolio Fund approved by the FSC (Offering Circular)

What is the Barita Unit Trusts Real Estate Portfolio?

The Barita Unit Trusts Real Estate Portfolio is similar to a mutual fund that enables small and large investors to pool their savings in a common fund with the potential of earning higher rates. It allows investors to take advantage of investment opportunities in a wide variety of instruments that would not normally be available to them as individual investors.

The Portfolio is JA$ denominated with investments in commercial or residential buildings for lease or sale and may also become financiers of real property developments and or participate in construction or financing of such structures.

This portfolio is for investors who are investing for the long term (5 to ten years) and are interested in providing a hedge against inflation.

Why invest in the Barita Units Trusts Real Estate Portfolio?

  • The Portfolio is professionally managed to maximize the greatest returns to investors.
  • Investors benefit from pooling to earn competitive interest rates.
  • Monies are invested in a Fund that is governed and secured by a Trust Deed.

Are the funds safe?

Barita Investments Limited, the parent company of Barita Unit Trusts Management Company Limited is listed on the Jamaica Stock Exchange and is licensed by the Financial Services Commission. Assets in Barita’s Unit Trusts Real Estate Portfolio are held by an independent Trustee – First Caribbean International Securities Limited, as prescribed by the Trust Deed.

Under the Trust Deed, the investments and cash must be registered in the name of and held by the Trustee on behalf of the unit holders. This means that investors monies are 100% segregated from Barita as well as First Caribbean International Securities Limited.

How does it work?

  • You purchase units in the Barita Unit Trusts Real Estate Portfolio, and a minimum purchase of 100 units is required to open an account.
  • Investments may be made through:
    • Cheques payable to Barita Unit Trusts Management Co. Ltd.
  • As real estate is not easily liquidated, investments must be held for a minimum of three years with a moratorium of 6 months notice required for encashment of the investment. (Please note, penalties apply if encashed before the end of the notice period).
  • Semiannual statements are provided to all account holders, and on demand.

Learn more about our new Real Estate Portfolio

 

Barita Unit Trust Rates

Barita Unit Trusts

Fund Fund Composition Buying Selling 12 Month Growth Rate YTD Growth Rate Yield (Est. Yrly Income)
Capital Growth E/F 51.14 51.14 38.33% 21.94% 0.05%
Money Market F 13.2692 13.2692 0.53% 0.29% 3.53%
Income Portfolio F 100.00 100.00 - - 4.687%
FX Bond Portfolio (US$) F 1.22150 1.22150 5.877% 1.885% 2.776%
Real Estate Portfolio R/F 5891.09 5891.09 8.939% 5.289% -
FX Growth Portfolio (US$) E/F 0.91746 0.91746 -9.235% -1.359% -
JAD Fixed Rate Portfolio F 100.00 100.00 - - 3.259%
USD Fixed Rate Portfolio F 1.0000 1.0000 - - 2.360%