A simplified way to invest abroad.
Broaden your investment opportunities.
In 2018, the Central Bank reduced the premium for the purchase of Investment Dollars from 12.5% to 5%. As a result, Caymanian are now able to externalize their investments for a 5% premium and 1 ½% stamp duty, or 1.3% per annum, assuming a five-year investment horizon.
For persons interested in further diversifying their investment portfolios, improving returns on their assets and holding foreign currency assets, Global Invest offers:
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A free, seamless and efficient approach to Central Bank approval and purchase of Investment Dollars
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Access to RF’s international broker relationships
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Wide range of international investment opportunities
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Dedicated investment professionals to assist in the selection of suitable international investments
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Expertly managed, diversified portfolios to suit all client risk profiles
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Managed multi-currency portfolio
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Quarterly reporting
RF Global INVEST Investment Strategies*
Global Invest Strategies: Asset Allocation
| Asset Allocations | Wealth Conservation | Income | Balanced Growth | Market Growth | Opportunistic Growth |
|---|---|---|---|---|---|
| Equity | 30% | 45% | 61% | 76% | 88% |
| Fixed Income | 70% | 55% | 39% | 24% | 12% |
Global Invest Strategies: 2018 Actual Returns YTD vs Benchmark
| Asset Allocations | Wealth Conservation | Income | Balanced Growth | Market Growth | Opportunistic Growth |
|---|---|---|---|---|---|
| Actual Return | 2.07% | 3.00% | 4.13% | 4.73% | 5.40% |
| Benchmark* | -1.59% | -1.20% | -0.80% | -0.42% | -0.11% |
| Out-Performance | 3.65% | 4.20% | 4.93% | 5.15% | 5.51% |
Global Invest Strategies: Benchmark Returns**
| Expected Return | 4.89% | 5.68% | 6.53% | 7.32% | 7.96% |
*Investments are not subject to US withholding tax
**Based on weighted 5 Year CAGR of Benchmark: Equity - MSCI All Country World Index; Fixed Income - S&P 500 Investment Grade Corporate Bond Index
