All of our Funds are managed by an experienced, in house financial management team who are guided by CircleVision®, a commitment to provide the highest level of service to our clients by providing personalized financial planning that looks in every direction, every day. They constantly monitor the securities environment, and are committed to delivering superior time proven principles of fundamental investing.
Benefits:- You have access to our qualified team of investment professionals, who make secure investments, constantly monitoring Fund performance and are fully supported by our experienced research department.
- Our Funds provide for diversified portfolios each designed with a specific objective in mind. These portfolios can be customized to meet your unique needs and reflect current market and socio-economic conditions.
- You can take advantage of our low minimum investment of $1,000 and can add to the Fund in regular installments of $500.
Balance Fund: The Balance Fund is a mutual fund that offers investors the opportunity to invest in a diversified balanced portfolio of equity and fixed income securities to preserve capital value and produce long term income and capital appreciation. The Fund is ideal for investors seeking to achieve returns from a balanced mix of equities and fixed income assets, to achieve long-term goals such as paying for college or retirement.
Money Market: The Money Market Fund is a professionally managed mutual fund which seeks to achieve safety of principal and liquidity, while providing returns that are highly competitive with local bank deposit rates. This solid performer to date has offered a 5% annualized rate of return. The Fund is ideal for conservative
investors who do not want to be exposed to excessive risk.
Bond Fund: This Fund is designed to achieve long-term capital growth with relative security of capital. Its flexible investment strategy enables the Fund to seek income opportunities that maximize returns as market conditions change. The Fund is best suited for investors who require a relatively secure investment with low volatility, and who may desire income on a regular basis.
Growth Fund: The Growth Fund is designed for investors seeking long-term appreciation from a diversified, actively managed portfolio of equity securities. Investing in this Fund can attain long-term goals more
readily and at lower risk than single asset class investments. The Fund is ideal for investors who can accept the volatility of the equity markets for the opportunity of higher potential returns.
Words of Advice: Before investing in any Fund, be sure to read the Offering Memorandum to make certain the investment objectives, risks and return of the Fund are in line with your personal investment goals. The investment objectives and investment limitations prescribed in each Prospectus are fully adhered to and the assets of the Funds are entrusted to a custodian - the Bank of The Bahamas Trust Limited.
Independent auditors review the Funds’ performance and provide statements on an annual basis, helping to ensure that investors’ funds are secure. While past performance is no guarantee of future results for any Fund, these Funds have been designed to minimize risk. If you have questions about any CFAL Fund, or any of our specialised investment opportunities, please contact our investment professionals.
