Republic Income Fund

Collect income while investing
Fund Objective

The investment objective of the Republic Income Fund is to provide high income consistent with the preservation and conservation of capital.


Investment Strategy

The Income Fund primarily invests in government securities and corporate debt securities issued by companies with principal offices in Barbados and the wider Caribbean as well as high yielding stocks, whose shares are listed on the Barbados Stock Exchange and other Caribbean stock exchanges.


Who Should Invest in the Fund?
  • Investors with low risk tolerance
  • Investors who are conservative
  • Investors who require an inflow of income
  • Investors looking for higher net returns than traditional savings
  • Pension investors close to retirement
Features
Price of Units The price (Net Asset Value) of the fund is calculated weekly based on the net asset value of all securities in the portfolio.
Investments requirements Minimum Initial Investment BDS$2,000; Minimum Subsequent Additions of BDS$500.
Income The Income Fund may pay dividends twice a year
Liquidity if it becomes necessary, you may redeem your investment at any time. Click to download the Redemption Form.
Fee There is a sales charge of 2% on the amount being invested
Benefits
Returns

Fixed Income Securities traditionally provide higher investment returns than conventional savings accounts. The Fund therefore provides you with an alternative for accessing potentially higher returns on your funds than a conventional savings account. The historic performance of the Fund and outlook of the Investment Manager, are contained in the Investment Manager’s Quarterly Newsletters which can be viewed here.

Accessibility Information on your investment may be obtained at any branch of Republic Bank as well as through RepublicOnline.
Professional Management

Republic Bank (Barbados) Limited (RBBB) is known for its reputable team of highly experienced investment professionals, who will be managing your investments for you.

Diversification With a mixture of fixed Income securities and equities in Barbados and the other Caribbean markets, you benefit from the reduced risk of a diversified portfolio.
Accessibility Republic Bank’s extensive branch network makes it easy for you to access your investment in the Republic Income Fund at any time. You can also use RepublicOnline to view your funds.
Flexibility Choose a payment option that is most suited to your needs: (Salary Deduction, Automatic transfers, Cash or Cheques.
Information Quarterly newsletters are available online.

What you will need
Before visiting our branches, ensure you have the following:
Two (2) forms of Identification
Proof of Address
Proof of Income
Income Fund Application


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