ABOUT THIS REPORT
OUR BUSINESS
LEADERSHIP REPORTS
BOARD OF DIRECTORS
CSR ACTIVITIES
FINANCIALS
PERFORMANCE REPORTS
HIGHLIGHTS
Our 2025 theme, “Future Ready: Evolving with Purpose, Expanding with Vision, Delivering Value,” is the blueprint for our deliberate and strategic evolution. By deepening our community engagement and simplifying investment accessibility, we have transformed UTC into a catalyst for sustainable progress across Trinidad and Tobago. As we scale our impact regionally, we remain committed to a singular goal: ensuring that as UTC grows, our people and our nation grow with us.
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UNITHOLDERS
FUNDS UNDER MANAGMENT
$24.2Bn
DISTRIBUTION PAYMENTS APPROX.
$11.9Bn
(SINCE 1982)
MARKET SHARE
35.4%
MANDATE
MISSION
VISION
To foster a culture of saving and investment through education and innovative solutions that allow everyone access to the capital markets
To create and enhance wealth for all by providing innovative investment solutions and world-class customer service
To be the leader in investment management and wealth creation in the region
SCARBOROUGH
CANAAN
ONLINE AGENCIES
INVESTMENT CENTRES
PT FORTIN
SANGRE GRANDE
ARIMA
CHAGUANAS
COUVA
PORT OF SPAIN
ONE WOODBROOK PLACE
SAN FERNANDO
WESTMOORINGS
POINTE-À-PIERRE
GRAND BAZAAR
TRINCITY
CHAGUANAS
SAN FERNANDO
DEBE
We continue our commitment to delivering value to our unitholders and are unwavering in our pledge to maximise returns while driving operational efficiency.
We are pleased to report positive returns across our entire suite of funds. In a year defined by diverging monetary policies, marked by falling international interest rates against a backdrop of rising local yields, and persistent volatility in both global and local equity markets, our portfolios have demonstrated remarkable resilience.
FINANCIAL REPORT
© Copyright 2026 Trinidad and Tobago Unit Trust Corporation. All rights reserved.
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AGM 2026
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