BISX LISTS 2 Sub-funds of the Estrategic Allocation Investment Fund SAC
FOR IMMEDIATE PUBLICATION – Tuesday 19 August 2025
The Bahamas International Securities Exchange (BISX) is pleased to announce that the Estrategic Allocation Investment Fund SAC has successfully completed the BISX Mutual Fund Listing Process for 2 of its sub-funds. These Sub-funds have been listed on the Exchange. The 2 Sub-funds are:
- Estrategic Allocation Investment Class B
- Estrategic Allocation Investment Class C
As a result, all 2 sub-funds’ securities have now been added to the roster of funds listed on the Exchange. The Funds are open-ended mutual funds. The Estrategic Allocation Investment Fund SAC is incorporated as an International Business Company under the laws of the Commonwealth of The Bahamas and registered as a Segregated Accounts Company under the provisions of the Segregated Accounts Companies Act, 2004. This Fund is also licensed as a Smart Fund SFM007 under the SMART Funds Rules pursuant to the Investment Funds Act, 2019.
BISX Chief Operating Officer, Holland Grant, commented on the listing of the Funds. “We are enthused about the rebound in interest in our Fund Listing Facility for the year we have so far added 11 funds to the Exchange. The BISX Fund Listing facility is intended to be a value-add service that helps make the Bahamian Financial Services Industry better positioned to compete in a dynamic and ever-changing global marketplace, and we are pleased that Winterbotham is able to offer it to their clients.”
The Winterbotham Trust Company Limited served as the BISX Sponsor Member that brought the Funds to the Exchange. Exmer Partners Limited is the Investment Manager and The Winterbotham Trust Company Limited has been appointed to serve as the Administrator of the Fund.
NOTE: Attached to this Press Release is the BISX Formal Trading Notice for the 2 Estrategic Sub-Funds. This notice advises the public of the security to be listed on the Exchange and the trading symbols of the listed securities.
For Additional Information Contact:
Elude Michel-Sturrup
BISX
Tel: 242-323-2330
Fax: 242-323-2320
Email: info@bisxbahamas.com