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Pooling of Funds
We bring investors together to combine their resources, increasing their collective power to access diverse investment opportunities.
Professional Management
Our team of seasoned experts diligently manages your investments, leveraging our knowledge to make informed decisions and optimize your returns.
Diversification
We spread your investments across various assets, reducing risk and enhancing the potential for steady, long-term growth.
Daily Valuation
We provide you with daily updates on the fund's net asset value (NAV), ensuring transparency and real-time tracking of your investments.
Returns
Potentially attain attractive returns on your investments, thanks to our strategic approach and commitment to optimizing your wealth growth.
Three Fund Options, Designed With You In Mind
At the BOSL Global Investment Fund, we understand that every investor is unique, with distinct financial goals, risk tolerance, and aspirations. That's why we've meticulously designed three specialized mutual fund options, each with its own strategy and purpose, all with you in mind
01
Global Growth Fund
The Global Growth Fund is tailored to enhance returns over the long term. Ideal for investors with a horizon focused on growth opportunities, it offers a diversified portfolio of equities carefully selected to unlock your wealth's potential.
Investment Horizon: Long
Risk Tolerance: Moderate to High
Focus: Capital Appreciation
Investment Horizon: Across companies but strong bias towards stocks
02
Global Balanced Fund
Balancing the art of wealth creation and preservation, our Global Balanced Fund caters to those seeking both income and capital appreciation. Crafted for investors with a long-term perspective, it combines a mix of bonds and equities to provide a stable foundation for your financial future.
Investment Horizon: Long
Risk Tolerance: Moderate to High
Focus: Capital Appreciation
Investment Horizon: Across companies but strong bias towards stocks
03
Global Income Fund
In a world where income and capital preservation are paramount, the Global Income Fund thrives. This fund is designed for those who prioritize income generation while safeguarding their capital. Here, we offer "Share Accumulation Dividends" to provide you with more fund shares in place of cash dividends, ensuring your wealth grows steadily.
Investment Horizon: Long
Risk Tolerance: Moderate to High
Focus: Capital Appreciation
Investment Horizon: Across companies but strong bias towards stocks
Attributes of the Mutual Fund
Fund Structure
Open Ended Fund
Currency
Denominated in USD
Subscriptions / Redemptions
Subscriptions and Redemptions Accepted Daily
Choose the Share Series Tailored to Your Needs
Each fund offers three distinct Series: "Retail," "Institution", and "Pension". Some companies may invest in the "Institution" series shares within the Growth Fund for operational purposes while also acquiring "Pension" series shares for their employees. "Retail" series shares relate to individuals purchasing shares for themselves.
Retail (Series A)
- Available to retail Investors
- Minimum Investment: USD 200
- Maximum Investment: None
- Sales Fee – Maximum of 2.5%
- Deferred Charge: None
- Redemption Charge: 1%
Institution (Series B)
- Available to high-net worth and institutional Investors
- Minimum Investment: USD 100,000
- Maximum Investment: None
- Sales Charge: YES
- Deferred Charge: 1.5%
- Redemption Charge: YES
Employer Pensions (Series R)
- Available to Pension and Retirement plans and products
- Minimum Investment: None
- Maximum Investment: None
- Sales Charge: YES
- Deferred Charge: None
- Redemption Charge: None
Our Results in Numbers
Empower Your Financial Success with the Insights of Global Experts by Your Side
Our managers handle over $1 billion in portfolios, showcasing their expertise in managing substantial investments
Our team's diverse financial backgrounds provide a comprehensive understanding of global markets.
We customize strategies to match your unique financial goals for optimized returns.
Our global perspective identifies opportunities worldwide to benefit your portfolio.
Our experts excel in risk management, ensuring a secure foundation for your investments.
We maintain transparent communication with regular updates on portfolio performance.
Our managers stay updated with continuous research and learning to make informed decisions.
We take full responsibility for investment decisions, aligning our success with yours.
Get in Touch Today
Our Team of Experts are Ready to Get You Started on the Next Steps of Your Financial Journey.
