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US Dollar Open End Mutual Funds

Name Type Description Min Invest Min Add NAV
International Opportunities Fund Global Equity

Invests in geographically diversified portfolio of equity Exchange Traded Funds (ETF), as well as a core allocation to a value manager active in the European and Asian markets.

$5000 $1000 Monthly
Global Balanced Fund Balanced

Invests in International Opportunities and Targeted Income Funds.The Royal Fidelity Global Balanced Fund is an open-ended USD-denominated mutual fund that invests its assets in a portfolio of global equity mutual funds.

$5000 $1000 Monthly
Targeted Income Fund High Grade Global Fixed Income

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

$5000 $1000 Monthly
Hedge Strategies Fund Long/Short Hedge

Invests in a portfolio of established institutional Long-Short managers, who employ multi-strategy, fundamental, activist, and quantitative long-short strategies. It may also hold positions in other complimentary alternative investment managers.

$2000 $500 monthly
*Does not allow investment by US persons. Barbadian investors must have Central Bank approval to invest in USD.

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