Share Series

From long-term wealth creation to steady income, our specialized mutual funds provide the flexibility and expertise you need to reach your unique financial milestones.

How it works

Your share series is how the Fund matches eligibility and cost structures to different investor types-so you can invest in the same fund objective, in a way that fits your profile.

Series A -
Retail investors

Designed for everyday investors who want to start investing with an accessible minimum.

Minimum initial: USD 200
Minimum additional: USD 50

Series I -
Companies

Designed for institutions and larger portfolios.

Minimum initial: USD 100,000
Minimum additional: USD 10,000

Series R -
Pension Funds

Available only to eligible employer-sponsored pension plans and retirement-related investment products. The Prospectus lists no minimum investment amount for this series.

Retirement Calculator

Personal Details

Name

Age

Retirement age

Life expectancy

Other existing investments for retirement ($) ⓘInclude any savings, pension funds, or other investments you already have set aside for retirement. Leave as $0 if you are starting fresh.

Expense Details

Current monthly expense ($) ⓘEnter your average total monthly spending today - rent or mortgage, groceries, utilities, transport, and other regular costs. This is the lifestyle you want to maintain in retirement.

Inflation rate 2% ⓘInflation is the rate at which prices rise over time, reducing the purchasing power of money. The Eastern Caribbean average has been approximately 3-4% per year. We have set 3% as your default - you can adjust this if you expect prices to rise faster or slower.

0% 15%

Expected expense growth rate 2% ⓘThis estimates how your personal spending may increase over time beyond general inflation - for example, rising healthcare costs or lifestyle changes in later life. A conservative estimate is 2%. If you plan to spend less in retirement, you can lower this.

0% 15%

Expected Returns

Expected investment return till retirement 8% ⓘThis is the annual return you expect from your investments before you retire. BOSL Growth Fund has delivered approximately 14.77% over the past 12 months. A conservative estimate for a diversified portfolio is 6-8%. If you are unsure, click "Use suggested values" above.

1% 15%

Expected rate of return post retirement 4% ⓘOnce retired, most investors shift to lower-risk, income-generating funds to protect their capital. BOSL Income Fund has returned approximately 4.50% over the past 12 months. A conservative estimate for this phase is 4-6%.

1% 15%

Disclaimer:

The results generated by the BOSL GIF Retirement calculator are for illustrative purposes only and do not represent actual returns or a guarantee of future performance. The calculator is based on assumed rates of return and does not take into account market volatility, fund-specific risks, fees, charges, or taxation, all of which may affect actual investment outcomes. This tool does not constitute an offer, solicitation, recommendation, or advice to invest in any collective investment scheme. Investment decisions should be made based on the relevant Offering Document (available on this website) and after consideration of your financial situation and risk tolerance. Investments in mutual funds are subject to market risk, including the possible loss of principal. Past performance is not indicative of future results. Prospective investors are encouraged to seek professional advice from Licensed Representatives prior to investing. BOSL GIF makes no representation or warranty as to the accuracy or completeness of the results generated by this tool.

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Complete the form and click Calculate to see your retirement projection.

Important to know

Redemption requests below the minimum subsequent subscription amount (currently USD 50) may be refused.

Minimum holding cannot be less than USD 200

Series can have different expense structures. See the Prospectus.

Compare the Funds

View the Prospectus