For a better experience on Royal Fidelity, update your browser

More Resources

"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...


Paulette E. Lozaique

Manager, Investment Advisory Services

Tishrea Gray

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 More Resources

Please fill the form and we will contact you soon
* Denotes Required Inputs
  • AML Foods Limited AML  + 3.17
  • Arawak Port Development Ltd APD  + 17.43
  • Bahamas First Holding Limited BFH  + 1.79
  • Bahamas Property Fund BPF  + 6.00
  • Bahamas Waste BWL  + 6.75
  • Bank of Bahamas BOB  + 1.67
  • Benchmark BBL  + 1.62
  • Cable Bahamas CAB  + 2.76
  • Colina Holdings Class Preference CHLA  + 1.00
  • Colina Holdings Ltd. CHL  + 6.16
  • Commonwealth Bank Ltd. CBL  + 3.83
  • Commonwealth Brewery CBB  + 5.32
  • Consolidated Water BDR CWCB  + 2.51
  • Doctors Hospital DHS  + 4.90
  • Emera EMAB  + 9.73
  • Famguard FAM  + 8.44
  • Fidelity Bank FBB  + 14.50
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 8.97
  • FirstCaribbean CIB  + 11.26
  • Focol FCL  + 3.80
  • Focol Class B Perpetual Preference FCLB  + 0.90
  • J S Johnson JSJ  + 15.20
  • Prime Income Fund MF  + 7.08
  • RF International Alternative Strategies Fund MF  + 10.23
  • 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

Royal Fidelity Live Chat

_ +

Royal Fidelity Live Chat