FG Financial Diversified Fund is a balanced fund whose objective is to provide above-average income and
opportunities for long-term growth of capital. Balanced funds are generally "middle of the road"
investments that seek to provide a combination of growth, income and conservation of capital by investing in a mix of stocks,
bonds, and/or fixed income securities.
The Diversified Fund invests primarily in a combination of Bahamian equities (listed and non-listed), mortgages, and
fixed income securities. The Fund may also invest in term deposits and in publicly traded or privately issued preference shares.
Investment Risk and Return
The Diversified Fund caters to investors with a moderate risk profile. The positioning of a balanced fund allows for
investors to reap the benefits of an upturn in the equities market while not suffering the full impact during
Our Diversified Fund returns are benchmarked against the
Bahamian Dollar Prime Rate
plus 25 basis points.