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Mutual Funds


RF Mutual Funds give finance leaders a disciplined way to deploy operating cash, reserves, and strategic capital into diversified vehicles with professional oversight. Our funds are built for organizations that need to balance return, liquidity, and risk under a governance framework that fits modern treasury policies and audit requirements.

Grow your wealth with an advisor you can trust

Broad market exposure at a fraction of the cost

Offering the widest range of investment funds in the market, we can match any investor to the best local or international fund for their risk tolerance. We offer low, medium and high-risk investment options and the flexibility for investors to scale up or down based on their specific investment goals.

Professional management

Mutual funds offer a ready-made portfolio that is continually monitored and managed with the aim to provide investors with the best return. Our experts do the work so that you can invest with confidence.

Convenience

Mutual funds not only give you an efficient way to diversify your portfolio without having to select individual stocks or bonds, they are also easy to buy and sell, making them an accessible way to invest in a wide range of assets.

Affordability

With the ability to scale exposure quickly and cost‑effectively, mutual funds provide a practical tool for short‑term cash optimization or long‑term strategic allocations.

Access to money

Your money is not locked in, and neither is your investment choice. Switch your money between funds at no additional cost or sell them when you’re ready.

Invest with confidence

Get your money working for your business

Shape your portfolio based on your investment goals. We give you the best advice based on our decades of knowledge and experience. We monitor your investments continually and we are always available for questions. Why not make your money work harder?

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Liquidity you can plan around

An investment option that aligns with your liquidity requirements. Mutual funds provide superior returns while also maintaining a relatively liquid position so capital is available when your business needs it.

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Diversification and risk control

Portfolios are professionally managed to reduce single-name exposure and interest-rate concentration, with clear mandates and ongoing monitoring.

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Transparent reporting

Regular NAV, holdings, and performance reporting support internal controls, board updates, and external audit requests.

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Local expertise + global reach

Access regional market insight alongside diversified exposures, guided by a team that understands the realities of Caribbean-based enterprises.

Optimize corporate liquidity with RF Mutual Funds

Enhance yield on surplus cash while preserving access, transparency, and control.


Wealth builders know that choosing smart investments can help your money to grow over time. Institutional-grade portfolios are managed by smart investors with market experience and knowledge of business goals.

Ready to put your money to work?

Get started with RF Group mutual funds

Discover our other services

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Global Investments for Business

Learn more about RF Bank & Trust global investment services, connecting our clients with a world of opportunities through global offerings from world-leading investment management firms with a range of fund management styles.

 

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Investment Banking & Advisory

RF Bank & Trust is a leading strategic partner for investment banking in the region. Learn more about the services we provide through the life cycle of business, including equity and debt financing, business valuation, public offerings and private placements, transaction structuring, mergers and acquisitions, privatization, and alternative sources of financing.

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Banking Services

RF Bank & Trust is proud to offer business clients a full suite of banking solutions and specialist services.

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Insights about Mutual Funds

RF Brings Relief with Hurricane Hygiene Kit Donation to DRM Authority

1 week ago

RF Bank & Trust (Bahamas) Limited (RF), as part of its annual community impact campaign, has announced a generous donation of 1,650 hurricane hygiene kits to the DRM Authority. The kits include essential toiletries and other personal care items to support sanitation and recovery efforts for Bahamians who need to seek shelter.

RF Strengthens Regional Leadership with Eight Executive Appointments — Seven of Them Women

2 weeks ago

In one of its largest promotional exercises to date, RF Group (RF) has announced eight executive-level appointments across its regional network. The promotions come as RF, a leading investment bank and wealth manager, continues to strengthen service delivery, enhance in-house expertise, and expand its footprint across the Caribbean.

  • AML Foods Limited AML   6.65
  • Arawak Port Development Ltd APD   50.00
  • Bahamas Property Fund BPF   12.00
  • Bahamas First Holding Limited BFH   3.08
  • Bahamas Waste BWL   10.41
  • Bank of Bahamas BOB   6.00
  • Benchmark BBL   2.18
  • Cable Bahamas CAB   3.78
  • Commonwealth Brewery CBB   10.25
  • Colina Holdings Ltd. CHL   15.50
  • Commonwealth Bank Ltd. CBL   4.50
  • Consolidated Water BDR CWCB   6.87
  • Doctors Hospital DHS   5.00
  • Famguard FAM   6.95
  • Fidelity Bank FBB   16.21
  • Finco FIN   16.20
  • FirstCaribbean CIB   16.50
  • Focol FCL   7.00
  • Emera EMAB   12.88
  • J S Johnson JSJ   16.76
  • Focol Class B Perpetual Preference FCLB   1.00
  • Colina Holdings Class Preference CHLA   1.00
  • Fidelity Bank Series A Redeemable Preference FBBA   10.00
  • Secure Balanced Fund MF   11.75
  • Targeted Equity Fund MF   16.43
  • Prime Income Fund MF   8.61
  • RF International Equities Sub Fund MF   16.59
  • RF International High Yield Fund MF   13.47
  • RF International Alternative Strategies Fund MF   12.34