BOSL Global
Balanced Fund

A strategic blend of stocks and bonds designed for steady, long-term growth and capital preservation.

Global Balanced.
Built for growth income potential

The GIF caters to all investors: Retail, Institutions, and Pensions Funds.
All investors in the fund share the same Investment objective and investments,
but have different eligibility and expense structures.

A

Retail Investors
(Series A)

Designed for everyday investors
starting from USD 200.

I

Companies
(Series I)

Designed for larger accounts and institutions (USD 100,000 minimum).

R

Pension Funds
(Series R)

Available only through eligible
retirement products/plans

Minimum Holding
Redemption Price
Cut-offs and Payout

Minimum Holding Requirements

To keep your account active, the minimum holding in a Fund cannot be less than USD 200. If your holding falls below the minimum, the Company may require redemption of the entire holding.

Add to my investment
Minimum Holding Requirements

Redemption Price is NAV (Less Fees)

Shares are redeemed at NAV as determined at the next Valuation Day following receipt of the redemption request, less any applicable fees

Check Today's NAV
Redemption Price is NAV (Less Fees)

Cut-offs and Payout Timeline

Redemption requests must be received by 12:00 p.m. on the Valuation Day. Requests after the cut-off process at the next reference valuation date.

Redemption proceeds are dispatched within a maximum of three (3) business days from the relevant Dealing Day. and valid in USD or cheque wire or direct credit net of fees.

Download Redemption Form
Cut-offs and Payout Timeline

Ready to invest. What to do next?

If long-term capital growth is your priority, we'll help you get set up correctly and connect you with the right licensed broker.

 

01

Read the Prospectus

02

Choose your fund

03

Submit application

Why investors trust us

Diverse Financial Expertise
Subscriptions and Redemptions Accepted Daily
Tailored Strategies
Transparent Communication
Effective Risk Management
NAV Published Daily
USD Functional Currency
Licensed CIS in St Lucia
Diverse Financial Expertise
Subscriptions and Redemptions Accepted Daily
Tailored Strategies
Transparent Communication
Effective Risk Management
NAV Published Daily
USD Functional Currency
Licensed CIS in St Lucia

Let's match the right balance
to your goals

If you're not sure where to start, we'll help you understand your options and connect you with the next right step.

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