Bahamas-based Fiscal Expert sees Eurozone Crisis & USA recovery as chance for Barbadian Investors

New Managing Director of Royal Fidelity Merchant Bank and Trust (Barbados), Mr. Archie Cuke, welcomed a full house to the Lloyd Erskine Sandiford Centre when he greeted those gathered for the Royal Fidelity 2012 Investor Forum.

{CLICK FOR BIGGER} Royal Fidelity Group’s Mutual Fund Manager - Joe Euteneuer

Royal Fidelity’s Investment Manager, Jillian Nunes, provided an insightful assessment of the investment market in Barbados together with a review of the performance of the Royal Fidelity Mutual Funds over the past year, including the Strategic Growth Fund, the Premium Income Fund, the Select Balanced Fund and the four issues of TIGRS.

“Despite a challenging local market over the past year, the funds have held their own,” Ms Nunes observed. “We’ve managed to take advantage of some opportunities in the local market as well as reduce the overall duration of our fixed income portfolio, which can only help in an uncertain interest rate environment.”

New Managing Director of Royal Fidelity Merchant Bank and Trust (Barbados) - Archie Cuke

The Royal Fidelity Group’s Mutual Fund Manager, Mr. Joe Euteneuer, in showing the value of the TIGRS A4 portfolio, sees the Greek elections as an indication for the world as to how fast the European Union will recover from recent tests on its fiscal infrastructure {CLICK ON FOLLOWING LINK FOR FULL AUDIO};-

A decade of the EU is better than facing the unknown, apart from Germany lobbying for the EU to remain cohesive mainly due to their lending so many territories funds which they wish to collect on…

The RF Mutual Fund Manager also considered if their currency itself, the Euro, would join the dinosaur, the 8-track player and the dodo bird {CLICK ON FOLLOWING LINK FOR FULL AUDIO};-

The return of the Deutsche Mark would limit Germany’s exports, so the Euro will continue in a modified way.

Euteneuer sees the chaos as a means of allowing local investors to secure profits based on the next five years, he told the capacity audience how TIGRS can do more in the long term {CLICK ON FOLLOWING LINK FOR FULL AUDIO};-

The benefit of incorporating TIGRS into a Registered Retirement Savings Plan means you can claim against it when filing Income Taxes…

The RF expert says nervousness is not an option between now and 2017, there’s always uncertainty yet with TIGRS there are particular guarantees {CLICK ON FOLLOWING LINK FOR FULL AUDIO};-

Royal Fidelity ensures that at least the ROI/Return On Investment is 100% of your Principal after the sixty month period.

Mr Euteneuer introduced Royal Fidelity’s exciting new 100% principal protected TIGRS product and highlighted the key aspects of the new investment opportunity, which will be offered to Barbados investors once approved by the Financial Services Commission {CLICK ON FOLLOWING LINK FOR FULL AUDIO};-

TIGRS A4, which will be the fifth TIGRS product to be introduced in Barbados, will offer investors the opportunity to invest 40% in the US Technology Sector, 30% in the US Financial Sector and 30% in the global equities market.

The Forum concluded with lively discussions between the Royal Fidelity team and Royal Fidelity’s mutual fund shareholders and the public.

“Valuations within the US Technology and Financial sectors are currently substantially discounted to their historical averages,” Euteneuer said. “Basically, they are on sale at the moment. We think this represents an excellent buying opportunity with tremendous upside potential as the US begins to recover from recession.”

TIGRS A4 offers 100% principal protection with the opportunity to invest in Barbadian dollars while benefitting from exposure to the international equity markets.

Royal Fidelity’s Investment Manager - Jillian Nunes

Royal Fidelity is a joint venture company of Royal Bank of Canada (RY on TSX and NYSE) and Fidelity Bank & Trust International Limited. Royal Fidelity provides investment banking services in Barbados and The Bahamas with assets under management and administration in excess of US $1 billion.

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