Investment Strategy:
The Butterfield International Balanced Fund is built on a disciplined, diversified approach to long-term investing. Its strategy is designed to balance growth and stability through a thoughtful mix of global assets:
Equities (60%)
Invested in global industry leaders with strong fundamentals and long-term growth potential. This portion aims to capture both value and growth opportunities across major markets.
Bonds (40%)
Allocated to high-quality, investment-grade issuers (AAA to A-rated) across a range of industries. This helps provide income stability and reduce overall portfolio volatility.
Cash Allocation
During periods of market stress or uncertainty, the Fund may temporarily hold cash or cash equivalents to help preserve capital and maintain flexibility.
Benefits and Features
Broad Diversification
The Fund invests across global markets—including money market instruments, Eurobonds, domestic government bonds, and world equities—helping reduce risk while aiming to maximize returns.
Long-Term Growth Focus
Designed for consistent accumulation and capital appreciation over a minimum investment horizon of five years.
Cost-Efficient Management
No additional transaction fees for dividend or income collection. All operating, brokerage, and out-of-pocket expenses are covered by the Fund.
Accessible Entry Points
Initial investment: USD 5,000
Subsequent investments: USD 1,000
Weekly trading: Valuations published every Tuesday; dealing occurs each Wednesday
Risk/Return Profile
Moderate risk with moderate return potential—balanced to navigate changing market conditions.
Subsequent investments: USD 1,000
Weekly trading: Valuations published every Tuesday; dealing occurs each Wednesday
Risk/Return Profile
Moderate risk with moderate return potential—balanced to navigate changing market conditions.
Income Distribution
Not applicable
Expense Ratio
Refer to the latest Fund Fact Sheet for the current Total Expense Ratio (TER)
Important Information
International Balanced Fund: USD Class
Butterfield Funds Transaction Form - Cayman
International Balanced Fund Prospectus
Ready to Invest?
Getting started is simple. Our simplified application will guide you through the initial process and once your application is received one of our team members will reach out to discuss further.
