ANNUAL REPORT 2024
Our Future
innovation
The lifeblood of our progress, fueling our ability to adapt, anticipate, and lead. We leverage technology to enhance services, streamline operations, and expand our reach, ensuring financial empowerment is accessible to everyone, everywhere.
sustainability
Our resolve to act responsibly for future generations. We recognize that our actions today shape the world of tomorrow. In 2024, we strengthened our focus on corporate governance, risk management, and social responsibility, ensuring our growth is both responsible and impactful.
transformation
Our promise to evolve with a changing world. We are driven by a relentless pursuit of excellence, streamlining our processes, empowering our people, and enhancing the customer experience to redefine what’s possible.
cONTENTS
Innovation. Sustainability. Transformation.
The Unit Trust Corporation (UTC) is more than just a financial institution; it’s a catalyst for progress, a story of innovation woven into the fabric of Trinidad and Tobago’s financial history. Born from the spirit of innovation as the nation’s first mutual fund company, UTC pioneered a new way for citizens to build wealth. From our first fund and single investment center, we’ve grown into a network of 9 investment centers and are managing the region’s largest mutual fund portfolio, a testament to our commitment to expanding access to financial opportunities. Today, we offer a suite of funds designed to benefit everyone, from birth to retirement, empowering individuals and families to achieve their financial goals at every stage of life.
Driven by the trust and loyalty of our valued unitholders, we have continually evolved to meet the ever-changing needs of investors, empowering them to shape not only their financial futures but also the economic landscape of our nation. At the heart of this empowerment lies the concept of the ‘UTC Unit’ – representing an individual’s stake in collective growth, a powerful tool for building generational wealth and securing a prosperous future for all. The UTC Unit elevates us, it sustains us, and it has transformed many lives.
Our vision extends beyond national borders. UTC has strategically expanded its presence to serve investors in Jamaica and the Eastern Caribbean Currency Union (ECCU).
To achieve this vision, we embrace three core principles: Innovation, Sustainability, and Transformation.
At UTC, we understand that our future is interconnected with the future of our nation and our region. We are committed to building a resilient financial ecosystem, one that is driven by innovation, grounded in sustainability, and fueled by transformation.
As you explore this report, you will see the progress we have made in 2024. Together with you – our unitholders – we are shaping our future. We remain dedicated to being your top choice for mutual fund investments, providing you with the tools and opportunities to achieve your financial goals now and in the future.
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