CC JCB GLOBAL BOND FUND
The ultimate 'flight to quality' investment strategy
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A defensive allocation to preserve capital
Flexibility to switch between $AUD hedged (to $USD), and $AUD unhedged, at no additional cost
Achieve global diversification through exposure to G7 Governments
A strong tail hedge solution for Australian portfolios
Clients demand high quality assets that are transparent and liquid and even more so in times of heightened market volatility. The CC JCB Global Bond Fund (the Fund) is a strategy that provides global diversification through a highly defensive allocation across the G7 Governments. The Fund offers both currency hedged (Class A) and unhedged (Class B) classes and gives you the flexibility to switch between $AUD hedged (to $USD), and $AUD unhedged, at no additional cost.
The Fund’s investible universe includes global Sovereigns, Semi-Government, Agencies and Supra-Nationals in the core G7 defined countries − Canada, US (North America), France, Germany, Italy (Europe ex-UK Core), UK and Japan, as well as satellite countries.
View performance
Hedged
7.00% pa*
Unhedged
13.85% pa*
INVESTOR AND ADVISER ENQUIRIES
Luke Mandekic
Distribution Director
+61 3 8580 0006
+61 466 772 444
Email Luke
Byron Slessar
Distribution Director
+61 2 8669 3916
+61 400 592 592
Email Byron
* Required Entry
Class A – Hedged to AUD
*Inception date is 25.2.19. Performance is for the CC JCB Global Bond Fund (Hedged) - APIR: CHN4711AU, and is based on month end unit prices before tax in Australian Dollars. Net performance is calculated after management fees and operating costs, excluding taxation. This is historical performance data. It should be noted the value of an investment can rise and fall and past performance is not indicative of future performance.
Class B – Unhedged to AUD
* Inception date is 25.2.19. Performance is for the CC JCB Global Bond Fund (Unhedged) - APIR: CHN1425AU, and is based on month end unit prices before tax in Australian Dollars. Net performance is calculated after management fees and operating costs, excluding taxation. This is historical performance data. It should be noted the value of an investment can rise and fall and past performance is not indicative of future performance.
This information is provided by the Investment Manager, JamiesonCooteBonds Pty Ltd ACN 165 890 282 AFSL 459018 ('JCB'). Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘Channel’) is the Responsible Entity and issuer of units in the CC JCB Global Bond Fund ARSN 631 235 553 ('the Fund'). Neither Channel or JCB, their officers, or employees make any representations or warranties, express or implied as to the accuracy, reliability or completeness of the information contained in this report and nothing contained in this report is or shall be relied upon as a promise or representation, whether as to the past or the future. Past performance is not a reliable indication of future performance. This information is given in summary form and does not purport to be complete. This information should not be considered advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling units in the Fund and does not take into account your particular investment objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information having regard to these matters, any relevant offer document and in particular, you should seek independent financial advice. For further information and before investing, please read the Product Disclosure Statement available on request.
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Jamieson Coote Bonds
Melbourne
Level 23, 101 Collins Street
Melbourne VIC 3000
T: +61 3 8580 0088
