The CC Global Balanced Income 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.
The CC Global Balanced Income Fund follows a multi-asset approach, investing 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 best time to invest, is now
For a limited time period the CC Global Balanced Income Fund comes with a great opportunity to get up to €1,000 reinvested into your initial investment, 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.
Proven track record
The CC Global Balanced Income Fund registered great returns, with a rolling total return of 9.34% over 1 year and an annualised rate of 5% over 5 years.
Active management
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.
Diversification
We manage risk through a diversified portfolio of blue-chip equities, and income generating investments such as local and international bonds.
Maximised return
The fund is run with the utmost efficiency to ensure maximum profitability and long-term capital appreciation through a balanced approach which historically has proved to lower volatility.
Contact us
Alternatively, you can book an appointment by calling us on +356 25 688 688Legal Information
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.