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Investment Options

 

Choose from a range of investment funds

We provide a mix of funds to match your risk tolerance and investment goals. You can choose to invest in one or multiple funds, so long as the total allocation equals 100%. These funds include:

The Premium Income Fund

Long Term Return Target: 4%-5%

The Premium Income Fund is a sub-fund of the RF Investment Fund. It is a fixed income mutual fund allocated to fixed income securities with an investment objective of providing long-term, above-average income and capital stability with a low level of investment risk. This low-risk fund maintains a stable investment portfolio of government bonds, corporate bonds and preference shares.

The Select Balanced Fund

Long-term Return Target: 5%-7%

This fund seeks to provide both long-term capital growth and income through a balanced allocation to both Barbadian equities and fixed income securities, regional fixed income, as well as some international exposure.

The Strategic Growth Fund

Long-term Return Target: 7%-10%

This fund seeks to provide long-term capital appreciation by investing in Barbadian dollar-denominated equities across all sectors. The fund holds nearly all the listed equities on the Barbados Stock Exchange (BSE) and seeks additional diversification and return from unlisted securities and private placements.

 

 

Ready to get started?

Our Investment Specialists can assist you in selecting the investment fund that is right for you. Contact us today to get started!

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

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  • Barbados Dairy Industries Limited BDI  + 3.00
  • Barbados Farms Limited BFL  + 0.40
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