Find higher returns while supporting local
Alongside stocks and bonds, private equity has long been an attractive opportunity for investors. RF Bank & Trust can help you learn about and understand these private equity opportunities, and investors in our RF Strat Equity Fund can also gain the satisfaction that comes from supporting local innovation from the ground up.
Long-term capital appreciation
With a strategy to invest in companies at diverse stages of maturity and size, our financial experts aspire to bring together an exciting mix of prospects. With longstanding experience, they have a sharp eye for mitigating risk.
A range of sectors
The RF Strat Equity Fund is diversified across industries from technology and healthcare to consumer goods, hospitality and beyond. Companies are selected for their innovation and potential, and represent areas throughout The Bahamas.
A higher risk tolerance
With a minimum initial investment of $50,000 and an overall investment risk level higher than publicly traded companies, the RF Strat Equity Fund is designed for experienced investors.
A managed approach
The RF Strat Equity Fund’s advisor requires companies in the fund to meet corporate governance standards and other qualifying criteria, plus require a minimum of $5 million in capital.
Connect with exciting new opportunities
Clients invest in our RF Strat Equity Fund as a way of diversifying their portfolios with and supporting local economic growth.
Companies within the fund are subject to in-depth analysis that includes meetings with the management of companies, which is central to gain a deep understanding of their operations and business models. Our private equity investment specialists use their many years of experience to mitigate risk on behalf of fund investors.
Expert advisors with local connections
Our advisors bring decades of experience both in finance and the local market. Before adding a business to the RF Strat Equity Fund, their process includes learning about the management structure and business growth, as well as other due diligence to help ensure a sound investment.
An established track record
Existing businesses within the RF Strat Equity Fund demonstrate the caliber of companies we approve for investors.
A range of local options
Beyond identifying the best of Nassau, our RF Strat Equity Fund managers also look for companies throughout The Bahamas, to provide a diversity of options and exposures.
Do you know an innovative company right for the RF Strat Equity Fund?
Our investment managers are always open to exploring new companies for the RF Strat Equity Fund. If you are a business owner, connect with our Investment Banking team today to explore what strategy will be best for your goals.
Discover our other services
Mutual Funds
Make your money work harder for you with mutual funds from RF Bank & Trust. Learn more about the different options designed to suit every client’s financial goals and risk tolerance.
Banking services
RF Bank & Trust is proud to offer clients a full suite of banking services and specialist solutions. Find all the services you need in one place, from people you trust.
Global Investments
Learn more about RF Bank & Trust global investment services, connecting our clients with a world of opportunities including offerings from world-leading investment management firms with a range of fund management styles.
Related resources
Browse our library of reports or find a form related to setting up your private wealth account. Your advisor will be happy to point you in the right direction.
