Best Unit Trusts in Jamaica for 2025

Whether you're a seasoned investor seeking high growth, a cautious beginner prioritizing stability, or someone in between, ScoopRate empowers you to find the best unit trusts that aligns perfectly with your financial aspirations. Start your investment journey today. Find your perfect fund with ScoopRate!
Rates Last Updated: September 19, 2025
Investment Disclosure
77
Show me:
mutual fund cat
  • Unit Trusts
  • Mutual Funds

Denominated Curr.

Denominated Curr.
  • J$
  • US$

Filter by:

mutual fund company
  • Barita
  • Cumax
  • GK Capital
  • JN Fund Managers
  • MoneyMasters Limited
  • NCB CAP Markets
Managed fund risk
  • Conservative
  • Moderate
  • Aggressive

YTD Growth Rate

YTD Growth Rate
  • Over 15%
  • 11-15%
  • 6-10%
  • 0-5%
  • Negative

12mth Growth Rate

12mth Growth Rate
  • Over 15%
  • 11-15%
  • 6-10%
  • 0-5%
  • Negative
Managed Fund type
  • Equity Fund
  • Money Market Fund
  • Mixed/Hybrid Fund
  • Bond Fund
  • Real Estate Fund
Mutual holding period
  • 30 days
  • 90 days
  • 180 days
  • 1 year
  • 2 years
  • 3 years
  • 5 years
  • None
Deposit amount: $
deposit amount managed funds
Sort by:
managed fund sorter
Unit Trust - MML Equity Fund
Risk profile: Aggressive
Min. Hold. Period: 90 days
Min. Investment
J$1k
Price/NAV
as of 14/08/25*
J$1.37
Est. Yield
0.00%
YTD Growth Rate
18.07%
12 Mth Growth Rate
40.07%
Learn more
Unit Trust - Real Estate Fund
Risk profile: Aggressive
Min. Hold. Period: 3 years
Min. Investment
J$50k
Price/NAV
as of 05/09/25*
J$16.85
Est. Yield
3.33%
YTD Growth Rate
17.17%
12 Mth Growth Rate
31.50%
Learn more
Unit Trust - MML Growth Fund
Risk profile: Aggressive
Min. Hold. Period: 90 days
Min. Investment
J$50k
Price/NAV
as of 14/08/25*
J$1.72
Est. Yield
9.90%
YTD Growth Rate
2.71%
12 Mth Growth Rate
26.21%
Learn more
Unit Trust - FX Growth Portfolio (US$)
Risk profile: Aggressive
Min. Hold. Period: None
Min. Investment
US$150
Price/NAV
as of 10/09/25*
US$1.36
Est. Yield
0.00%
YTD Growth Rate
11.60%
12 Mth Growth Rate
25.25%
Learn more
Unit Trust - Classic Equity Growth Portfolio
Risk profile: Moderate, Aggressive
Min. Hold. Period: 90 days
Min. Investment
J$10k
Price/NAV
as of 18/09/25*
J$2.18
Est. Yield
0.00%
YTD Growth Rate
8.56%
12 Mth Growth Rate
17.91%
Learn more
77
Show me:
mutual fund cat
  • Unit Trusts
  • Mutual Funds

Denominated Curr.

Denominated Curr.
  • J$
  • US$

Filter by:

mutual fund company
  • Barita
  • Cumax
  • GK Capital
  • JN Fund Managers
  • MoneyMasters Limited
  • NCB CAP Markets
Managed fund risk
  • Conservative
  • Moderate
  • Aggressive

YTD Growth Rate

YTD Growth Rate
  • Over 15%
  • 11-15%
  • 6-10%
  • 0-5%
  • Negative

12mth Growth Rate

12mth Growth Rate
  • Over 15%
  • 11-15%
  • 6-10%
  • 0-5%
  • Negative
Managed Fund type
  • Equity Fund
  • Money Market Fund
  • Mixed/Hybrid Fund
  • Bond Fund
  • Real Estate Fund
Mutual holding period
  • 30 days
  • 90 days
  • 180 days
  • 1 year
  • 2 years
  • 3 years
  • 5 years
  • None

Investment Disclosure - Managed Funds

Please note that past performance of managed funds, including unit trusts and mutual funds, does not guarantee future results. While historical performance can provide valuable insights into a fund’s track record and management capabilities, it should not be the sole basis for making investment decisions.

Managed funds are subject to market fluctuations, economic conditions and various other factors that may affect their performance. Investors should carefully consider their investment objectives, risk tolerance and financial situation before investing in any managed fund.

Additionally, it’s essential to conduct thorough research and consult with a qualified financial advisor to ensure that the selected managed fund aligns with your individual investment goals and preferences.

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Fixed Income Investment Disclaimer:

  • Interest Rate Risk: The value of your fixed income investment may decline if interest rates rise. As rates go up, investors may be able to earn higher returns on new investments, potentially making your existing fixed-rate investment less attractive.
  • Credit Risk: There is always the possibility that the issuer of a fixed income security, like a CD, may default on their obligation to repay your principal or interest. This risk is generally lower with government-backed securities but can be higher with corporate bonds.
  • Market Volatility: Even fixed income investments can experience some price fluctuation, especially in secondary markets where they may be sold before maturity.
  • Early Withdrawal Penalties: Some fixed income investments, like CDs, may impose penalties if you withdraw your funds before the maturity date.

Before investing in any fixed income product, carefully consider your investment goals, time horizon, and risk tolerance. It’s important to understand the specific features and risks associated with each type of investment. Consider consulting with a financial advisor to ensure these investments align with your overall financial plan.

This information is for general purposes only and does not constitute financial advice.

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While we strive to maintain accuracy and transparency, please understand that featured products may influence their placement on our website. However, rest assured that our rankings and recommendations remain impartial and grounded in objective analysis.

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Last Updated: March 8, 2024. 

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