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.

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 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.

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 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 % p.a.  (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.

Open to 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 an 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 or recommendations to any particular investor or potential investors in relation to holding, purchasing or selling units in the CC JCB Active Bond Fund ARSN 610 434 896, CC JCB Global Bond Fund ARSN 631 235 553, CC JCB Dynamic Alpha Fund ARSN 637 628 918, Revolution Private Debt Fund II and / or the Revolution Wholesale Private Debt Fund II (collectively, the ‘Funds’). The information does not take into account an individual’s investment objectives, circumstances or needs. Potential investors should make their own independent assessment of the information contained on this webpage and this website, in general, and seek their own independent professional advice in relation to the information and any action taken on the basis of the information. Nothing contained on this webpage and this website, in general, is or shall be relied upon as a promise or representation, whether as to the past or the future. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire, sell or continue to hold units in the Funds should only be made after considering the information contained in a current Product Disclosure Statement / Information Memorandum (whichever is applicable) and the Target Market Determination (if applicable) for each respective Fund. Applications to invest will only be accepted if made on an application form. Potential investors should be aware that investing in the Funds involves risks and it is possible that they may not get back the amount originally invested. The key risks, in general, of investing in the Funds includes, but are not limited to, investment manager risk, market risk, liquidity risk, withdrawal risk, counterparty risk, credit risk and investment risk. For further information on the risks of investing in the Funds, please refer to their respective Product Disclosure Statement / Information Memorandum (whichever is applicable). The Responsible Entity / Trustee (whichever is applicable) is Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’). Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 distributes the Funds and is the holding company of CIML.

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