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"A library of quick links with all the information you need to understand Mutual Funds"

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

Mutual funds in the Caribbean have provided investors with a flexible and professionally-managed long-term investment vehicle to help prepare for life's big financial commitments, whether that's retirement or college tuition. As investors in the Caribbean continue to experience the painful effects of near-zero fixed deposit rates at banks throughout the region, mutual funds offer a reasonable alternative for growth.

Use this information to make more informed decisions about your financial future.

Bahamian Dollar Open End Mutual Funds

Four mutual funds--Targeted Equity Fund, Secure Balanced Fund, Prime Income Fund, and Prime Income PLUS Fund--provide Bahamians with a choice 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: International Equities, International Fixed Income, or a balance of the two.

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...

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Paulette E. Lozaique

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Tishrea Gray

Securities Investment Advisor

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  • Bahamas First Holding Limited BFH  + 1.79
  • Bahamas Property Fund BPF  + 6.00
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  • Bank of Bahamas BOB  + 1.67
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  • Commonwealth Bank Ltd. CBL  + 3.83
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  • Emera EMAB  + 9.73
  • Famguard FAM  + 8.44
  • Fidelity Bank FBB  + 14.50
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
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  • FirstCaribbean CIB  + 11.26
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  • Focol Class B Perpetual Preference FCLB  + 0.90
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  • RF International Equities Sub Fund MF  + 11.27
  • RF International High Yield Fund MF  + 12.71
  • Secure Balanced Fund MF  + 8.30
  • Targeted Equity Fund MF  + 9.90

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