FAQs

The BOSL Global Investment Fund is a mutual fund offering which provides investors with the opportunity to diversify their portfolios through three distinct funds: Global Growth Fund, Global Balanced Fund, and Global Income Fund.

The fund aims to maximize returns over the long term, offering investors the potential for capital appreciation, income generation, and preservation of capital. It provides a diversified investment approach to suit various financial goals.

• Global Growth Fund focuses on maximizing returns through a diversified portfolio of equities.
• Global Balanced Fund aims for long-term capital appreciation and income maximization through a mix of bonds and equities.
• Global Income Fund seeks to maximize income while preserving capital, with the option for "Share Accumulation Dividends.

The fund is open to individual investors, corporations, and institutions. It is available to both local and regional investors who are citizens of the Caribbean.

The fees associated to the fund are as follows:
Retail

• Available to retail Investors
• Minimum Investment: USD 200
• Maximum Investment: None
• Sales Charge: Max 1.25%

Institutional

• Available to high-net worth and institutional Investors
• Minimum Investment: USD 100,000
• Maximum Investment: None
• Sales Charge: Max 1.25%

Employer Pensions

• Available to Pension and Retirement plans and products
• Minimum Investment: None
• Maximum Investment: None
• Sales Charge: Max 1.25%

You can invest in the fund by contacting of Fund Managers who will work closely with you to guide you on the sub-fund that will work best for you and the process of investing in the fund. Our Fund Managers can be reached at 1 758 724 6838 or info@boslglobalinvestmentfund.com.

Yes, investors will receive daily updates on the Net Asset Value (NAV) of the fund they have invested in, providing real-time insights into their investment position.

• Diversification of investment portfolio
• Professional fund management
• Daily valuation for informed decision-making
• Liquidity, allowing investors to access their money when needed

While initially launched in Saint Lucia, the fund is open to regional and international investors, providing an opportunity for a diverse range of investors to participate.

For detailed information and to get started, contact our dedicated investment team:

Licensed Brokers

BOSL Investment Banking Services
Willie Volney Drive,
Massade,
Gros Islet

Email: boslinvestments@bankofsaintlucia.com

Telephone: 1 758 457 7256 / 457 7243

First Citizens Investment Services
John Compton Hwy,
Castries

Email: invest@firstcitizensslu.com

Telephone: 1 758 458 6375