"RF simplifies investing abroad with Global Invest, an investment management service that broadens clients’ investment options to overseas markets."
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:
- 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
