FG Financial Preferred Income Fund is a fixed income fund that aims to provide the highest possible level of
return while still maintaining liquidity and preserving capital, mainly through investments in government bonds,
certificates of deposit, and mortgages. The Fund seeks to provide stable returns to unit
holders in excess of average term deposit rates.
The Preferred Income Fund invests predominantly in government bonds and bank deposits but enhances its yield through
investing in a diversified portfolio of mortgages and preference shares. Its emphasis is on principal protection and constant
Investment Risk and Return
The Preferred Income Fund carries a low level of risk to the investor based primarily on investment in a
combination of short-term financial instruments and government guaranteed securities.
Our Preferred Income Fund is benchmarked against the
Weighted Average Bahamian Dollar Term Deposit Rate