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Mutual Funds

"Taking the guess work out of investing"

RF offers more mutual funds than any other company in The Bahamas, and these funds provide the widest range of investment choices to satisfy any type of investor.

Why buy mutual funds through Royal Fidelity?

  • Diversified investment portfolio
  • Expert money management
  • Competitive fees
  • Convenient subscriptions through "Easy Pay"

 

See our Frequently Asked Questions about Mutual Funds.

Click here to download more about RF Mutual Funds.

Downloads

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.

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...

Contact

Paulette E. Lozaique

Manager, Investment Advisory Services

Tishrea Gray

Securities Investment Advisor

Dominic Stubbs

Securities Investment Advisor

Candece Smith-Forbes

Securities Investment Advisor

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

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (242) 603-6000

Request A Free Consultation For Mutual Funds

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  • Arawak Port Development Ltd APD  + 17.43
  • Bahamas Property Fund BPF  + 6.00
  • Bahamas Waste BWL  + 6.68
  • Bank of Bahamas BOB  + 2.10
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  • Colina Holdings Ltd. CHL  + 6.00
  • Commonwealth Bank Ltd. CBL  + 4.07
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  • Consolidated Water BDR CWCB  + 3.28
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  • Emera EMAB  + 9.65
  • Famguard FAM  + 8.15
  • Fidelity Bank FBB  + 14.15
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 8.97
  • FirstCaribbean CIB  + 11.26
  • Focol FCL  + 4.23
  • Focol Class B Perpetual Preference FCLB  + 1.00
  • J S Johnson JSJ  + 15.21
  • Prime Income Fund MF  + 7.00
  • RF International Alternative Strategies Fund MF  + 10.52
  • RF International Equities Sub Fund MF  + 11.43
  • RF International High Yield Fund MF  + 12.58
  • Secure Balanced Fund MF  + 10.07
  • Targeted Equity Fund MF  + 8.31

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