For a better experience on RF Group, update your browser

International Opportunities Fund

Back

Summary

Strategy and Objective

The RF International Opportunities Fund is an open-ended USD-denominated mutual fund that invests its assets in a portfolio of global equity mutual funds and equity Exchange Traded Funds (ETFs) with exposure to the US, Emerging Markets, European value stocks and Asian recovery positions.

The fund follows a broad global equity allocation mandate, with core positions in European and Asian value funds. Over or underweighting decisions are made from a top-down basis and are based upon the general economic prospects of a country or region rather than any individual company or sector.

*Does not allow investment by US persons. Barbadian investors must have Central Bank approval to invest in USD.


Asset Allocation

As of 30 June 2019

NAV (Jan, 2024) US$19.5099
YTD Change 2.55%
Key Fund Details
Inception October 2011
Open to Investment Yes
Size 10.79M
Type Global Equity
Currency US$
Min Sub Size $5000
Min Add Sub $1000
Redemptions Fee Monthly
Redem Charge(0-12 months) 2%
Redem Charge(12-36 months) na
NAV Frequency Monthly

Performance

Calendar Year Returns

US$ $10,000 Hypothetical Investment Over Time


As of Jan, 2024
class="America/Cayman" >

Portfolio

Investment Exposure

Top Holdings

iShares Russell 1000 ETF 19.00%
Vanguard Total Stock Market ETF 16.00%
OAM Asian Recovery Fund 16.00%
OAM European Value Fund 14.00%
iShares MSCI ACWI ETF 12.00%

Fees & Expense

Fees & Expense

Type Detail
Redemption Fee 2.0% if within 6 months of initial subscription.
Front End Sales Fee Up to 5% of initial investment (optional)
Management and Administration 2% per annum

Literature

Global Balanced Fund

Invests in International Opportunities and Targeted Income Funds.The RF Global Balanced Fund is an open-ended USD-denominated mutual fund...

Targeted Income Fund

Invests in Investment grade fixed income instruments with shorter maturities as well as international fixed income Exchange Traded Funds ...

Hedge Strategies Fund

Invests in a portfolio of established institutional Long-Short managers, who employ multi-strategy, fundamental, activist, and quantitati...

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 International Opportunities Fund

Please fill the form and we will contact you soon
* Denotes Required Inputs

Other products you might be intrested in

Personal Retirement Account

Finally! A plan that is as unique as you are. Take advantage of the most flexible retirement plan in the market! Introducing the most fle... Read More
8

Mutual Funds

When your money is working hard, you don't have to. Start putting your money to work with RF Mutual Funds. View our BB$ Mutual F... Read More
8

Trusts & Estate Planning

Protect what matters A range of services to safeguard your legacy & give you peace of mind. RF Trust & Estates Planning Services ... Read More
8

Stock Brokerage

Investing made simple Get access to investments without all the guesswork If you're serious about wealth creation and management of y... Read More
8

Investment Management

It's all about the long game. Your strategic partner to help you meet your investment goals. The RF Investment Management Account (IM... Read More
8

Pension Plans

You deserve to retire on your terms. Let us help you take the guesswork out of your retirement planning. Fund Reports   Retire... Read More
8

Educational Investment Accounts

Prepare for a future of boundless possibilities. For all the places they will go, an investment plan can help to get them there. B... Read More
8

Investment Banking

Take your business further Tailored solutions to help you meet your corporate objectives As a leading advisor for Investment Banking serv... Read More
8

Personal Investment Account

Coming Soon... Read More
8

Offerings

Public Offerings Private Offerings Read More
8
  • ABV Investments Incorporated ABV  + 0.01
  • Banks Holdings Limited BHL  + 4.85
  • Barbados Dairy Industries Limited BDI  + 3.00
  • Barbados Farms Limited BFL  + 0.40
  • BICO Limited BCO  + 3.11
  • Cave Shepherd and Company Limited CSP  + 4.20
  • Emera Deposit Receipt EMABDR  + 23.88
  • Eppley Caribbean Property Fund SCC - Dev Fund CPFD  + 0.16
  • Eppley Caribbean Property Fund SCC - Value Fund CPFV  + 0.56
  • FirstCaribbean International Bank FCI  + 1.70
  • Goddard Enterprises Limited GEL  + 2.10
  • Insurance Corporation of Barbados Limited ICBL  + 1.78
  • One Caribbean Media Limited OCM  + 2.20
  • ROYAL FIDELITY PREMIUM INCOME FUND MF  + 1.70
  • ROYAL FIDELITY SELECT BALANCED FUND MF  + 6.04
  • ROYAL FIDELITY STRATEGIC GROWTH FUND MF  + 1.16
  • West India Biscuit Company Limited WIB  + 31.25