Starting your investment journey with Barita is simple—and it begins with a minimum investment of J$150,000 or US$1,000. Conditions Apply.
While each Unit Trust has its own minimum investment amount (outlined in the table below), your initial J$150,000 or US$1,000 doesn’t have to go into just one fund. You can choose to spread it across multiple funds to suit your goals and investment strategy.
| Fund | Fund Composition | NAV (Net Asset Value) | 12 Month Growth Rate | YTD Growth Rate | Yield | Initial Minimum | Additional Investment |
|---|---|---|---|---|---|---|---|
| Capital Growth | E/F | 74.5963 | -2.53% | -3.15% | - | J$15,000 | J$10,000 |
| Money Market | F | 18.7628 | 5.74% | 2.61% | 4.37% | J$15,000 | J$10,000 |
| Income Portfolio | F | 100.0000 | - | - | 4.70% | J$100,000 | J$10,000 |
| FX Bond Portfolio (US$) | F | 1.6983 | 10.22% | 2.72% | 1.85% | US$200 | US$200 |
| Real Estate Portfolio | R/F | 21,392.663 | 21.64% | 14.81% | - | 100 Units | 100 Units |
| FX Growth Portfolio (US$) | E/F | 1.5046 | 13.29% | 7.18% | - | US$200 | US$200 |
| FX Income Accumulator (US$) | F | 1.0730 | 3.07% | 1.81% | 4.85% | 5.17% | US$150 |
-Prices as at Friday, August 21, 2026.
Transactions are processed same day where instructions to purchase or redeem units are provided by 11:00 am daily. Otherwise, instructions will be processed the following business day using the available effective unit trust rates.
JMD ROLLUP RATES
| Amount | 7-Day | 30-Day | 60-Day | 90-Day | 180-Day | 270-Day | 365-Day |
|---|---|---|---|---|---|---|---|
| Below $3m | 1.00 | - | - | 2.75 | 2.75 | 2.75 | 2.75 |
| $3m to $9m | 1.50 | - | - | 3.00 | 3.00 | 3.00 | 3.00 |
| $10m to $49m | 1.75 | 3.75 | 3.85 | 3.75 | 3.75 | 3.75 | 3.75 |
| $50M to $99m | 2.00 | 4.25 | 4.35 | 4.25 | 4.25 | 4.25 | 4.25 |
| Large Corps/$100m range | 2.50 | 5.00 | 5.10 | 5.00 | 5.00 | 5.00 | 5.00 |
Rates quoted are per annum rates and are subject to be changed without prior notice. Rates updated as at Monday, June 22, 2026
USD ROLLUP RATES
| Amount | 7-Day | 30-Day | 60-Day | 90-Day | 180-Day | 270-Day | 365-Day |
|---|---|---|---|---|---|---|---|
| Below US$30K | 0.50 | - | - | 1.75 | 1.60 | 1.60 | 1.60 |
| US$30K to US$49K | 0.75 | 1.90 | 1.95 | 2.05 | 1.90 | 1.90 | 1.90 |
| US$50K to US$99K | 1.00 | 2.00 | 2.05 | 2.15 | 2.00 | 2.00 | 2.00 |
| US$100K to US$499K | 1.50 | 3.00 | 3.05 | 3.15 | 3.00 | 3.00 | 3.00 |
| US$500K to US$900K | 2.00 | 3.30 | 3.35 | 3.45 | 3.30 | 3.30 | 3.30 |
Rates quoted are per annum rates and are subject to be changed without prior notice. Rates updated as at Monday, June 22, 2026
| ISO | Buying | Selling |
|---|---|---|
| USD | 154.0000 | 161.0000 |
| CAD | 109.0000 | 119.0000 |
| GBP | 203.5000 | 222.5000 |
| EUR | 172.5000 | 192.5000 |
Please note that these rates are subject to change. Updated as at 21st of August 2026.
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The future of money is here. Barita believes in turning your money into wealth. It’s at the core of everything we do and we’re ready to put what we know to work for you.
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