Domestic government Bonds
A Truly Defensive Allocation
Liquidity and credit quality of fixed income play a very important part in effectively mitigating risk in diversified investment portfolios. The CC JCB Active Bond Fund (APIR: CHN0005AU) provides exposure to Australian Government, semi-Government and supranational bonds – through a daily priced and liquid investment. These bonds are backed by the Government/Sovereign and are the highest quality and liquid securities in the Australian debt market.
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Performance
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CC JCB Active Bond Fund
Overview
The CC JCB Active Bond Fund (the Fund) aims to outperform the Bloomberg AusBond Treasury 0+Year Index over rolling three year periods through an active portfolio comprising Australian Government, semi-Government and supranational bonds that are AAA or AA rated securities issued in Australian dollars. Unlike many other complex fixed income financial products, the Fund structure is simple – it comprises 15-25 bond securities with active duration management. No derivatives are used for leverage, only for portfolio hedging purposes.
Income and liquidity when you need it most
Government bonds are a defensive asset class that can help to diversify risk within a balanced portfolio. High grade bonds are explicitly backed by the Government/Sovereign and have a AAA or AA rating by agencies such as Standard & Poors and Moody’s. As such, high grade bonds have a low probability of default versus other fixed income securities (e.g. corporate/unsecured bonds), providing investors with - higher levels of protection. Commonwealth Government Securities are considered one of the most liquid investments in the Australian debt market.
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Performance
View PerformanceRISKS
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 Active Bond Fund ARSN 610 435 302, CC JCB Global Bond Fund ARSN 631 235 553 and the CC JCB Dynamic Alpha Fund ARSN 637 628 918 (collectively ‘the Funds’). The appointed Investment Manager is JamiesonCooteBonds Pty Ltd ACN 165 890 282 AFSL 459018 (‘JCB’). This information is provided by JCB. 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
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