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‘Resilience’ has greater resonance in the current uncertain environment we live in. When unforeseen market events occur, investors with resilient and high quality assets will have the best possible shock absorbers to help protect them from downside risk.
Investment markets continue to be tested in this highly uncertain environment. Markets will likely remain volatile, with a number of potentially significant counter trend rallies. Continued threats of a global economic recession and corporate debt defaults, along with the prospect of sustained low interest rates are creating further uncertainty for investors.
In times like these, asset quality and liquidity matter more than ever.
High grade sovereign bonds have historically defended and protected when needed during previous sustained bear markets and we believe they will continue to be a genuine store of wealth in highly uncertain times.
Adding high grade bonds to a balanced portfolio alongside other riskier assets can help offset risk and assist to get the balance right between risk and return.
They can help investors create a portfolio that satisfies the demands of a true fixed income investment, including the provision of liquidity, low volatility, and negative correlation with equities. This can be a powerful combination that builds much needed resilience into portfolios to help withstand the enduring market uncertainty. However, despite the low risk profile of high-grade bonds when compared to other asset classes, all investments carry risk. Please refer to the PDS for key risks.
Provides exposure to a highly defensive allocation across the G7 Governments.
Offers both currency hedged and unhedged classes and the flexibility to switch between $AUD hedged (to $USD), and $AUD unhedged, at no additional cost.
*Inception date is 25 February 2019. Performance is for the CC JCB Global Bond Fund, Class A (Hedged) and Class B (Unhedged), and is based on month end unit prices before tax in Australian Dollars. 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.
Provides exposure to Australian Government, semi-Government and supranational bonds – (AAA or AA rated securities).
Aims to outperform the Bloomberg AusBond Treasury 0+Yr Index over rolling 3 year periods, after fees.
**Performance is for the CC JCB Active Bond Fund (APIR: CHN0005AU), also referred to as Class A units, and is based on month end unit prices before tax in Australian Dollars. 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.
Jamieson Coote Bonds (JCB) was formed in mid-2013 with the aim of producing superior risk-adjusted returns by giving investors access to a true defensive portfolio allocation to sovereign bonds. JCB has long advocated the role of fixed income in asset allocation as a way to protect and diversify portfolios.
It is important to understand that not all fixed income securities are created equal.
Investors need to be informed of how liquid and defensive their fixed income exposures are as it can have a substantial impact on performance, especially in times of market stress. Despite the higher volatility environment, JCB remains well positioned to service investor redemption requests without penalising our investors with increased sell spreads.
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Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’) is the Responsible Entity and issuer of units in the CC JCB Global Bond Fund ARSN 631 235 553 ('the JCB Global Fund') and the CC JCB Active Bond Fund ARSN 610 435 302 (together ‘the Funds’). The JCB Global Fund invests into the CC JCB Active International Bonds Segregated Portfolio (‘Underlying Fund’), which is a sub-fund of CC Global Access SPC incorporated as a Cayman Islands exempted segregated portfolio company. The Investment Manager of the Underlying Fund is JamiesonCooteBonds Pty Ltd ACN 165 890 282 AFSL 459018 ('JCB'). Neither CIML nor 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 has been prepared for the purposes of providing general information without taking into account any 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. The Responsible Entity has issued a product disclosure statement (‘PDS’) for each the Funds which contains important information and is available here. For further information and before investing, please read the PDS and any updated information.