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Investment Options

Investment Options

With a wide range of investment options, the plan allows you to design a program matching your individual needs. You may choose to invest among the following portfolios, as long as the total allocation equals 100%.

Prime Income Fund

The fund strives to achieve a rate of return in excess of the current Bahamian Prime Rate by allocating to a balanced portfolio of Bahamian fixed income securities, including Bahamas Government bonds, corporate bonds, and corporate preference shares.

Long Term Return Target: 4%-5% RF
RF

Secure Balanced Fund

The primary objective of the fund is to provide balanced, long-term growth through an asset allocation policy that combines the long-term capital appreciation potential of equities (40%) with short-to-medium term income features of fixed income (60%).

Long Term Return Target: 5%-7% RF
RF

Targeted Equity Fund

The fund buys and holds nearly all the listed equities on the Bahamas International Securities Exchange (BISX) and seeks additional diversification and return from unlisted securities, private placements, equity mutual funds, and fixed income instruments.

Long-term Return Target: 7%-10% RF
RF

International Equities Sub Fund

The fund invests substantially in the RF International Opportunities Fund, which maintains broad investment exposure to European and Asian equities, as well as a diversified portfolio of Exchange Traded Funds (ETFs) consisting of both major and emerging market equities.

Long-term Return Target: 8%-12% RF
RF
 

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  • Bahamas First Holding Limited BFH  + 2.90
  • Bahamas Property Fund BPF  + 5.50
  • Bahamas Waste BWL  + 6.96
  • Bank of Bahamas BOB  + 1.59
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  • Commonwealth Bank Ltd. CBL  + 2.97
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  • Emera EMAB  + 11.08
  • Famguard FAM  + 9.00
  • Fidelity Bank FBB  + 14.00
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 8.35
  • FirstCaribbean CIB  + 9.75
  • Focol FCL  + 3.99
  • Focol Class B Perpetual Preference FCLB  + 1.00
  • J S Johnson JSJ  + 15.50
  • Prime Income Fund MF  + 7.33
  • RF International Alternative Strategies Fund MF  + 9.86
  • RF International Equities Sub Fund MF  + 14.26
  • RF International High Yield Fund MF  + 12.70
  • Secure Balanced Fund MF  + 8.44
  • Targeted Equity Fund MF  + 9.82