Get up to €1,000 reinvested in our top performing fund
In today’s dynamic markets, securing your future means making smart investment decisions at the right time. The CC Global Balanced Fund offers an opportunity to grow your wealth, with a limited time offer of getting up to €1,000, based on the amount invested reinvested into your fund!
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.
A balanced approach
The CC Global Balanced Income Fund follows a multi-asset approach, investing in global equities and bonds to provide the opportunity of long-term value creation. It carefully selects equities with growth potential and corporate bonds across diverse regions, reducing market volatility while capturing opportunities.
Returns speak for themselves
The CC Global Balanced Income 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. The fund has reached a reliable track record and the performance figures below.
1-Year Rolling Total Return: 9.34%
5-Year Annualized Total Return: 5%
Invest today for up to €1,000 reinvestment!
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.
Disclaimer
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.CC Blog