For a better experience on RF Group, update your browser

Mutual Fund Library

All you need to know about mutual funds

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

Make an informed decision about your financial future by checking out these helpful resources

History of Mutual Funds

Types of Mutual Funds

Regulations & Structure of Mutual Funds

How Mutual Funds Work

Documents Needed From You & Provided by the Fund

Ready to get started? Contact us today!

Contact

Graham Marshall

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 (246) 435 1955

Request A Free Consultation For Mutual Fund Library

Please fill the form and we will contact you soon
* Denotes Required Inputs
  • ABV Investments Incorporated ABV  + 0.05
  • Banks Holdings Limited BHL  + 4.85
  • Barbados Dairy Industries Limited BDI  + 3.00
  • Barbados Farms Limited BFL  + 0.68
  • BICO Limited BCO  + 3.11
  • Cave Shepherd and Company Limited CSP  + 4.04
  • Emera Deposit Receipt EMABDR  + 22.78
  • Eppley Caribbean Property Fund SCC - Dev Fund CPFD  + 0.16
  • Eppley Caribbean Property Fund SCC - Value Fund CPFV  + 0.58
  • FirstCaribbean International Bank FCI  + 1.80
  • Goddard Enterprises Limited GEL  + 2.10
  • Insurance Corporation of Barbados Limited ICBL  + 2.00
  • One Caribbean Media Limited OCM  + 2.20
  • ROYAL FIDELITY PREMIUM INCOME FUND MF  + 1.64
  • ROYAL FIDELITY SELECT BALANCED FUND MF  + 5.57
  • ROYAL FIDELITY STRATEGIC GROWTH FUND MF  + 1.02
  • West India Biscuit Company Limited WIB  + 31.25