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Mutual Funds

"Taking the guess work out of investing"

RF offers a wide range of investment options to satisfy any type of investor.

Why buy mutual funds through Royal Fidelity?

 
  • Diversified investment portfolio
  • Expert money management
  • Competitive fees

 

Click here to download more about RF Mutual Funds.

Barbadian Dollar Open End Mutual Funds

Three mutual funds are Premium Income Fund, Select Balanced Fund and Strategic Growth Fund. Provide Barbadians with a choice between stocks and bonds and in between, to suit their personal needs.

US Dollar Open End Mutual Funds

Royal Fidelity's USD funds offer a range of investment options under one mutual fund umbrella, using ETFs and individual securities: International Equities or Targeted Income.

More Resources

Find out more about the types, regulation and history of mutual funds to help you make informed decisions.

Frequently Asked Questions

What is a mutual fund? How much can I expect to gain from a mutual fund investment? Are investments into mutual funds guaranteed? and more...

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

Request A Free Consultation For Mutual Funds

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  • ABV Investments Incorporated ABV  + 0.02
  • Banks Holdings Limited BHL  + 4.85
  • Barbados Dairy Industries Limited BDI  + 3.00
  • Barbados Farms Limited BFL  + 0.50
  • BICO Limited BCO  + 3.10
  • Cable and Wireless Barbados Limited CWBL  + 2.29
  • Cave Shepherd and Company Limited CSP  + 4.65
  • Emera Deposit Receipt EMABDR  + 20.59
  • Eppley Caribbean Property Fund SCC - Dev Fund CPFD  + 0.20
  • Eppley Caribbean Property Fund SCC - Value Fund CPFV  + 0.56
  • FirstCaribbean International Bank FCI  + 2.50
  • Goddard Enterprises Limited GEL  + 3.27
  • Insurance Corporation of Barbados Limited ICBL  + 3.25
  • One Caribbean Media Limited OCM  + 2.70
  • ROYAL FIDELITY PREMIUM INCOME FUND MF  + 1.60
  • ROYAL FIDELITY SELECT BALANCED FUND MF  + 5.51
  • ROYAL FIDELITY STRATEGIC GROWTH FUND MF  + 1.02
  • Sagicor Financial Corporation Limited SFC  + 2.80
  • West India Biscuit Company Limited WIB  + 25.00

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