Bermuda BMA - Investment Fund Returns

Bermuda Monetary Authority Investment Fund Regulatory Returns

BMA Registration Status: Active & Current
Registration 54321 | Class B - Investment Fund | Next Renewal: March 31, 2026
Registered Fund

Fund NAV

$285.0M

142 investors

Net Return (YTD)

+12.5%

year to date

AML/ATF Compliance

100%

KYC compliant

Board Directors

3

independent majority

BMA Fund Registration Details

Fund Information

Registration Number:54321
Fund Name:OBP Global Fund Ltd
Registration Type:
Class B - Investment Fund
Date Registered:April 1, 2020

Investment Manager License

License Number:IM-789456
License Class:Investment Manager License
Entity:OBP Investment Management (Bermuda) Ltd
Date Issued:March 15, 2020

BMA Investment Fund Returns

ReferenceReturn NameFrequencyDescriptionLast FiledNext DueStatus
SAR
Statutory Annual ReturnAnnualAnnual fund statistics and financial informationJune 30, 2025June 30, 2026
Filed
AFS
Audited Financial StatementsAnnualAnnual audited accounts to BMA and investorsJune 30, 2025June 30, 2026
Filed
VAL
NAV ReportingQuarterlyQuarterly NAV and performance reportingOctober 15, 2025January 15, 2026
Filed
AML-R
AML/ATF Compliance ReportAnnualAnnual AML/ATF compliance reportMay 31, 2025May 31, 2026
Filed
CIMA
Country-by-Country ReportingAnnualOECD BEPS CbC reportingDecember 31, 2024December 31, 2025
Pending

Fund Performance Metrics

Total NAV$285.0M
Net Return (YTD)+12.5%
Subscriptions (YTD)$42.0M
Redemptions (YTD)$18.5M
Management Fee$2.10M
Performance Fee$1.85M

AML/ATF Compliance

MLROEmma Williams
KYC Compliance
100%
Sanctions Screening
Daily
PEP Screening
Ongoing
Last AML AuditMarch 2025
STRs Filed (YTD)0

Board of Directors

Independent directors required for Class B funds

NameRoleNationalityDate AppointedStatus
John HamiltonIndependent DirectorBermudianApril 2020
Active
Sarah ThompsonIndependent DirectorBermudianApril 2020
Active
David ChenNominee DirectorBritishJune 2020
Active

Registered Service Providers

RoleProviderSinceStatus
Fund Administrator
Apex Fund Services (Bermuda) LtdApril 2020
Active
Auditor
Ernst & Young LtdApril 2020
Active
Custodian
Northern Trust (Bermuda) LtdApril 2020
Active
Legal Counsel
Appleby (Bermuda) LimitedApril 2020
Active

BMA Regulatory Framework

Investment Funds Act 2006
Governs the registration, regulation, and supervision of investment funds in Bermuda. Class B funds require minimum capital, independent directors, and annual audits.
Investment Business Act 2003
Licensing requirements for investment managers and advisers conducting business in or from Bermuda. Requires fitness and propriety assessments.
Proceeds of Crime (Anti-Money Laundering and Anti-Terrorist Financing) Act
AML/ATF requirements including customer due diligence, suspicious activity reporting, and compliance with FATF standards. Annual compliance reports required.
Economic Substance Requirements
Funds and investment managers must demonstrate adequate economic substance in Bermuda including core income-generating activities, adequate expenditure, and physical presence.
Key Contacts
  • BMA Supervision: Investment Funds
  • Portal: BMA Online Portal
  • Last BMA Contact: September 2024
  • Auditor: Ernst & Young Ltd
Upcoming Deadlines
  • Q4 2025 NAV Report: January 15, 2026
  • Annual SAR: June 30, 2026
  • Audited Accounts: June 30, 2026
  • CbC Reporting: December 31, 2025