Global government 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).
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Performance
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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 currency hedging which aims to mitigate the effect of currency risk on investment returns, as the Underlying Fund’s* base currency is USD.
The Fund 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.
The Fund may suit investors seeking additional diversification by accessing global markets and stable income through an investment that is highly defensive.
Invest nowBenefits of Global government 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.
Prioritise quality
Global sovereign bonds can offer protection against downside risks and may stand to potentially benefit from central bank easing in the interest rate cycle.
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.
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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 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’). 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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