Highly defensive assets in an unpredictable world

Investment Types

As investors seek strategies to protect portfolios from market volatility, exposure to highly defensive assets such as fixed income can help to provide regular income, portfolio diversification and capital preservation. Fixed income assets such as high grade bonds and private debt also exhibit low to negative correlations relative to higher risk assets, which helps to further balance risk.

CC JCB Active Bond Fund

An active portfolio comprising Australian Government, semi-Government and supranational bonds that are AAA or AA rated securities issued in Australian dollars.

The Fund aims to outperform the Bloomberg AusBond Treasury 0+Year Index over rolling three year periods.

Investment Highlights

A simple fund structure comprising around 15-25 bond securities with active duration management.

Rated Recommended by Zenith, Recommended by Lonsec and Mercer rated.

Open to all Australian investors.

Can form part of a domestic disaggregated fixed income allocation.

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CC JCB Global Bond Fund

An actively managed portfolio that provides access to global high grade securities with geographical exposure primarily to developed G7 defined countries.

The Fund offers both currency hedged (Class A) and unhedged (Class B) classes.

Investment Highlights

Provides diversification across counties.

Can complement domestic risk asset exposures by helping to improve risk-adjusted returns.

Active management via a highly skilled investment manager.

Open to all Australian investors.

Can form part of a global disaggregated fixed income allocation.

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CC JCB Dynamic Alpha Fund

An absolute return fixed income fund that aims to deliver stable and consistent returns over time irrespective of share and bond market movements.

The Fund aims to outperform the RBA Cash Rate by 2.5 per cent per annum (after fees) over rolling three-year periods by only investing in global high grade government issued assets in G7 nations and Australia.

Investment Highlights

Alpha generation – unencumbered by benchmark relative constraints providing a lower volatility offering with no credit exposure.

Liquidity – daily priced providing liquidity through all market conditions.

Diversification benefits – uncorrelated to traditional markets.

Proven track record – the investment team applies the same investment and risk management approach that also drives the domestic and global strategy products to generate total returns.

Open to all Australian investors.

Can complement traditional fixed income exposures with superior liquidity.

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Revolution Private Debt Strategy

Targets a return of the RBA cash rate plus 4% to 5% p.a. (net of fees and expenses).

Investment focus is the most compelling relative value opportunities across Australian and New Zealand real estate debt, ABS, private company debt and LBO debt.

Investment Highlights

Designed to deliver superior risk-adjusted returns and capital preservation.

Provides and inflation hedge as investments are floating rate.

Predictable income stream through contractual loan agreements.

Low correlation to major assets classes.

Revolution Private Debt Fund II and Revolution Wholesale Private Debt Fund II are open for investment.

The strategy can form part of a defensive alternative fixed income allocation.

For institutional and wholesale investors only.

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This is general information only and is not intended to provide advice to any particular investor, nor take into account an individual’s investment objectives, circumstances or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire or continue to hold units in the funds should only be made after considering the information contained in the current Product Disclosure Statement (PDS). Applications to invest will only be accepted if made on an application form. The Responsible Entity of the CC JCB Active Bond Fund and the CC JCB Global Bond Fund is Channel Investment Management Limited ACN 163 234 240 AFSL 439007.”

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