Domestic High Grade 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.

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.

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Fund Details

The most defensive type of bond allocation

High grade 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.

Performance

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This information is provided by the Investment Manager, JamiesonCooteBonds Pty Ltd ACN 165 890 282 AFSL 459018 (‘JCB’). Channel Investment Management Limited (‘Channel’) ACN 163 234 240 AFSL 439007 is the Responsible Entity and issuer of units in the CC JCB Active Bond Fund ARSN 610 435 302 (‘the Fund’). 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.

The Lonsec Rating (assigned as follows: APIR CHN0005AU – May 2018)presented in this document is published by Lonsec Research Pty Ltd ABN 11 151658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Jamieson Coote products, and you should seek independent financial advice before investing in this product(s).The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings 

The Zenith Investment Partners (“Zenith”) Australian Financial ServicesLicense No. 226872 rating (assigned 31 May 2018) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the fullZenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines 

Not a Mercer Endorsement. Speak to your financial advisor regarding your situation, and please read the Mercer Important Notices attached.

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