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Global High Grade Bonds

A Global Extension of your Defensive Bond Allocation

Access a global bond investment that allows you to diversify your portfolio by investing in wider securities through offshore markets. The CC JCB Global Bond Fund provides you with access to global high grade bond securities with geographical exposure primarily to developed countries (referenced by the Bloomberg Barclays G7 Index).

CC JCB Global Bond Fund

Overview

The CC JCB Global Bond Fund (the Fund) provides access to global high grade securities with geographical exposure primarily to developed countries via a US denominated investment. 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.

The Fund offers both currency hedged (Class A) and unhedged (Class B) classes. The currency hedged class aims to mitigate the effect of a currency risk on your investment returns, as the Underlying Fund’s* base currency is USD.

  • Class A (Hedged) – aims to outperform the Bloomberg Barclays Global G7 Total Return Index Value Hedged in AUD and with better risk-adjusted returns (after fees) on a rolling three-year basis.
  • Class B (Unhedged) – aims to outperform the Bloomberg Barclays Global G7 Total Return Index Value Hedged in USD converted to AUD and with better risk-adjusted returns (after fees) on a rolling three-year basis.

The Fund may suit investors seeking additional diversification by accessing global markets and stable income through an investment that is highly defensive.

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Benefits of Global Bond Investing

Diversification across countries

Monetary policy and other significant macroeconomic fundamentals key to bond investing can vary between countries which means returns can also differ.  Diversification across countries can help to reduce overall portfolio risk.

Active management through a highly skilled investment manager

As a highly skilled and active investor of global sovereign bonds, JCB actively assesses global markets and adjusts the Underlying Fund* to mitigate downside risk.

Defend and protect in a late cycle environment

An investment in the Fund can complement domestic share market exposures by improving risk-adjusted returns, particularly in the late cycle global environment that we find ourselves in today.

Fund Details

*CC JCB Active International Bonds Segregated Portfolio (‘Underlying Fund’) is a sub-fund of CC Global Access SPC incorporated as a Cayman Islands exempted segregated portfolio company. CC Global Access SPC has delegated management of the Underlying Fund to JamiesonCooteBonds Pty Ltd ACN 165 890 282 AFSL 459018 (‘JCB’).

**Includes the net effect of GST and RITC. Refer to the Product Disclosure Statement for further information on fees and costs.

Research Ratings

The following information is only available to professional advisers. By clicking the Agree button below, you confirm that you are a professional adviser.

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RISKS

Refer to the Product Disclosure Statement for more information on risks. The key risks for the Fund include:

  • Investment risk – amounts distributed to unitholders may fluctuate.
  • Interest rate risk – the risk of rising rates on capital gains if bonds are realised prior to maturity.
  • Credit ratings risk – a rating downgrade could reduce the value of a security in which the Fund invests into.

Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’) is the Responsible Entity and issuer of units in the CC JCB Dynamic Alpha Fund ARSN 637 628 918 (‘the Fund’). The appointed Investment Manager is JamiesonCooteBonds Pty Ltd ACN 165 890 282 AFSL 459018 (‘JCB’). This information is provided by JCB and JamiesonCoote Asset Management Pty Ltd ACN 169 778 189 AR No 1282427 (’JCAM’).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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