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Invest in a diversified portfolio of bonds and equities. Launched in late 2015, the Global Balanced Income Fund offers investors a multi-asset strategy giving a greater degree of flexibility to the Manager to act according to the prevailing market conditions.
The Global Balanced Income Fund, as at the end of December, ranked in the top quartile according to Citywire on both a 5-year and 3-year basis, meaning it has outperformed over 75% of all other funds globally in the multi-asset sector. The fund in 2023 returned 10.6% Net performance. The fund’s total assets today stand at over €10m.
Why should I consider investing in a Global Balanced SICAV Fund now?
Due to the fast-changing investment environment we live in today, a flexible approach is required to capture investment opportunities. Unconstrained regional and sector allocation allows to identify areas of opportunities, and unconstrained investment philosophy is also applied to the selection of stocks and bonds. By spreading investments across different asset classes and regions, The Global Balanced SICAV Fund aims to reduce risk while capturing growth from various markets. The fund is managed by experienced professionals who actively monitor global markets and adjust the portfolio to mitigate risks and capitalize on potential gains. Their expertise can be invaluable, especially in navigating complex and fast-changing market environments.
Financial Advisory Clients
If you are a financial advisory client, you may contact one of our financial advisors to discuss your specific requirements.
For an appointment, you can simply reply to this email or call us on +356 25 688 688 or alternatively you can visit one of the Calamatta Cuschieri branches Birkirkara | Fgura | Mosta | Sliema
Knowledgeable and experienced investors who make their own investment decisions can be accessed through the Moneybase Invest web platform or mobile apps
The annualised return is the average growth of the fund over one year and is determined as of 31 December 2023 on the return of the accumulator class of shares of the fund over the preceding 5-,3- and 1-year periods.
The performance figures quoted refer to the past and past performance is not a guarantee nor a reliable indicator of future performance. This is a marketing communication. The value of your investment may go down as well as up. Prospective investors should make their own research before making any investment decisions and should consider whether they fully understand 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.
CC Funds SICAV p.l.c. is licensed as a Collective Investment Scheme by the Malta Financial Services Authority (“MFSA”) under the Investment Services Act and qualifies as ‘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.
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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