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Global Invest

 

A simplified way to invest abroad.

Broaden your investment opportunities. 

In 2018, the Central Bank reduced the premium for the purchase of Investment Dollars from 12.5% to 5%. As a result, Bahamians are now able to externalize their investments for a 5% premium and 1 ½% stamp duty, or 1.3% per annum, assuming a five-year investment horizon.

For persons interested in further diversifying their investment portfolios, improving returns on their assets and holding foreign currency assets, Global Invest offers:

  • A free, seamless and efficient approach to Central Bank approval and purchase of Investment Dollars

  • Access to RF’s international broker relationships

  • Wide range of international investment opportunities

  • Dedicated investment professionals to assist in the selection of suitable international investments

  • Expertly managed, diversified portfolios to suit all client risk profiles

  • Managed multi-currency portfolio

  • Quarterly reporting

RF Global INVEST Investment Strategies*

Global Invest Strategies: Asset Allocation

Asset Allocations Wealth Conservation Income Balanced Growth Market Growth Opportunistic Growth
Equity 30% 45% 61% 76% 88%
Fixed Income 70% 55% 39% 24% 12%

Global Invest Strategies: 2018 Actual Returns YTD vs Benchmark

Asset Allocations Wealth Conservation Income Balanced Growth Market Growth Opportunistic Growth
Actual Return 2.07% 3.00% 4.13% 4.73% 5.40%
Benchmark* -1.59% -1.20% -0.80% -0.42% -0.11%
Out-Performance 3.65% 4.20% 4.93% 5.15% 5.51%

Global Invest Strategies: Benchmark Returns**

Expected Return 4.89% 5.68% 6.53% 7.32% 7.96%

*Investments are not subject to US withholding tax

**Based on weighted 5 Year CAGR of Benchmark: Equity - MSCI All Country World Index; Fixed Income - S&P 500 Investment Grade Corporate Bond Index

Contact

David Slatter

Vice President & Group Head of Investments

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 Global Invest

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