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The CC Global Balanced Income Fund has once again demonstrated its resilience and strong performance, maintaining its top quartile total return ranking among global funds in its category on a 5 years basis*. Building on the positive momentum from 2023, the fund has delivered a robust performance in the first six months of the year, continuing to attract significant assets under management.
Following a challenging 2022 for global markets, the CC Global Balanced Income Fund bounced back with an impressive return of just over 10% in 2023. This year, the fund has already achieved a 6.5% (annualized 13.3%) return in the first half, sustaining the positive trend from the previous year. Over a five-year rolling period, the fund has consistently performed well, returning over 26% from June 2019 to June 2024, translating to an annualized return of 4.7%.
Jordan Portelli, Investment Manager of the fund, highlighted the fund’s success and strategic management:
“The CC Global Balanced Income fund continues to perform very well from a total return point of view, but most importantly its performance also reflects the prudent management style which also considers mitigating downside risk. We are proud of what we have achieved over the years in this particular fund, and this is reflected with the exponential growth the fund has experienced in terms of AUM with an impressive growth of 103% in assets since January 2022 to date.”
Portelli further noted that while expectations for 2024 are positive, specific uncertainties such as deflationary targets and geopolitical tensions remain market concerns. However, the fund’s multi-asset strategy provides the flexibility needed to navigate these risks effectively, allowing for agile asset allocation.
The increasing popularity of multi-asset strategies among investors highlights the need for flexibility in dynamic market conditions. The CC Global Balanced Income Fund’s active management style and strong performance position it favorably against similar strategies globally. This bodes well for the remainder of the year, as the fund is well-positioned to capitalise on emerging market opportunities.
The funds are available through Calamatta Cuschieri Investment Services and on the Moneybase platform. Prospective Investors may book an appointment with an advisor at Calamatta Cuschieri by accessing here. Alternatively, you may call +356 25 688 688 or visit one of the Calamatta Cuschieri branches in Birkirkara, Mosta, Fgura and Sliema.
Disclaimer
This is a marketing communication. This information does not represent and shall not be construed as investment advice, recommendation, or inducement to buy or sell financial instruments. Retail investors are urged to make their own research before making any investment decisions and should consider whether they fully understand the features of potential investments and the associated risks and should seek the assistance of a financial advisor if in doubt. Please refer to the prospectus of the UCITS and to the Key Information Document, available on www.ccfunds.com.mt or at the address below, before making any final investment decision. The value of your investments may go down as well as up and may be affected by changes in currency.
The annualised return is the average growth of the fund over one year as is calculated net of fees. The performance figures quoted refer to the past and past performance is not a guarantee nor a reliable indicator of future performance.
CC Funds SICAV p.l.c. is licensed as a Collective Investment Scheme by the Malta Financial Services Authority under the Investment Services Act and qualifies as a ‘Maltese’ UCITS. Calamatta Cuschieri Investment Management Limited (“CCIM”) is licensed to conduct Investment Services in Malta by the MFSA under the Investment Services Act. Approved for issue by CCIM, Ewropa Business Centre, Triq Dun Karm, Birkirkara BKR 9034.
*Source: https://citywire.com/selector/fund/calamatta-cuschieri-gl-bal-inc-a-euracc/c546446?periodMonths=60
The information provided on this website is being provided solely for educational and informational purposes and should not be construed as investment advice, advice concerning particular investments or investment decisions, or tax or legal advice. Similarly, any views or opinions expressed on this website are not intended and should not be construed as being investment, tax or legal advice or recommendations. Investment advice should always be based on the particular circumstances of the person to whom it is directed, which circumstances have not been taken into consideration by the persons expressing the views or opinions appearing on this website. Calamatta Cuschieri Investment Services Ltd has not verified and consequently neither warrants the accuracy nor the veracity of any information, views, or opinions appearing on this website. You should always take professional investment advice in connection with, or independently research and verify, any information that you find or views or opinions which you read on our website and wish to rely upon, whether for the purpose of making an investment decision or otherwise. CC does not accept liability for losses suffered by persons as a result of information, views, or opinions appearing on this website.
Calamatta Cuschieri Investment Services Ltd is licensed to conduct investment services business under the Investments Services Act by the MFSA and is also registered as a Tied Insurance Intermediary under the Insurance Distribution Act.
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