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CC Funds has been a trusted name in the financial services industry for over 10 years and today has an aggregate Assets Under Management of over €160m spread over various distinct funds. Their best-performing fund, the CC Global Balanced Income Fund, is a powerful and balanced investment fund to grow your wealth over the medium to long term.
The fund has held its position in the top quartile over a five-year period among all global funds in its category. The net asset value of the fund has doubled over the past five years. With a multi-asset approach, it invests in global equities and bonds across diverse sectors such as communications, information technology and financials among others, with key holdings such as Amazon Inc, Salesforce Inc and Uber Technologies Inc.
This product is classified as a medium-risk investment, with a risk rating of 4 out of 7.
The fund has been a consistent performer, doubling its Net Asset Value over the past five years. This track record reflects the fund’s ability to navigate fast-changing markets while delivering steady growth.
Here’s the performance of the fund.
These figures highlight the fund’s resilience and its capacity to capitalise on global investment opportunities.
For a limited time period, investors can get up to €1,000 reinvested into their portfolio, based on the amount invested!
Here’s how it works. If you invest €100,000 in this fund between February and March, 50% of the 2% commission fee (€1,000) is discounted and reinvested into your initial investment.
If you invest €50,000 in this fund between February and March, 50% of the 2% commission fee (€500) is discounted and reinvested into your initial investment.
Remember you can start investing from a minimum amount of €5,000, where in that case, €50 will be reinvested into your investment.
The CC Global Balanced Income Fund adopts a diversified, multi-asset strategy by allocating capital to global stocks and bonds with the aim of delivering reliable income and long-term capital appreciation. By selectively targeting equities as well as bonds across various regions, the fund seeks to moderate market volatility while taking advantage of growth opportunities.
This actively managed fund is designed to seek out the most promising opportunities, adapt to changing market conditions, and help you pursue enhanced returns with confidence.
We manage risk through a diversified portfolio of blue-chip equities, and income generating investments such as local and international bonds.
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This is a marketing communication. Terms & Conditions Apply. Offer Valid till 31/03/2025.
The annualised return is the average annual growth of the fund and is determined as of 31 January 2025 on the return of the accumulator class of shares of the fund over the preceding 5- 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. 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 https://www.ccfunds.com.mt/funds/global-balanced-income-fund-acc/ 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.
Disclaimer
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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