About Us
HISTORY
The Unit Trust Corporation is an investment company operating in Trinidad and Tobago.
Our primary objective has been to give to clients quality service and better returns.
We have achieved these objectives over the years by the careful employment of a
highly qualified team of managers and professionals.
The Unit Trust Corporation was established in 1981 by an Act of Parliament (Act
No. 26 of 1981). The formation of the Corporation was intended to serve two basic
purposes: firstly, to mobilize savings of the domestic population and channel them
into desirable investments and secondly, to provide persons of modest means a facility
to own shares. This mission has been successfully achieved as the Corporation now
dominates the mutual fund market.
The passage of the Finance Act of 1997 expanded the areas of business in which the
Corporation can now engage. The Corporation's vision is to continue to aggressively
grow its mutual fund business while actively diversifying into new areas of business.
These include trustee business, merchant banking, credit card business and foreign
exchange services.
Results Oriented
Since the Corporation opened its doors we have sought to set new and better standards
for our line of business. In this regard, over the past 25 years we have crossed
key milestones set by the industry.
Our Investment Philosophy
- At the heart of the Corporation's activities has been its guiding philosophy.
- Meet clients changing objectives by providing the appropriate mix of products and
superior service
- Explore and transform investment opportunities so as to provide investors with the
best return
- Provide affordable quality investment products
- Diversify to minimize risk to our clients
- Apply the right resources to derive the maximum benefit for our clients
Vision
“To be the people’s preferred financial services provider in the region.”
Mission
“To create and enhance customers’ wealth by providing superior financial services,
in a cost effective manner through dynamic leadership, good governance, advanced
technology and an empowered and knowledgeable staff.”
Core Values
The Corporation in all its internal and external dealings will embrace, adhere to
and be guided by these Core Values:
- Integrity, excellence and efficiency
- Caring and service oriented attitude
- Mutual respect and trust
- A learning and empowering environment
- Encouragement and recognition of outstanding performance
- Corporate responsibility
- Visionary leadership