Strategy Funds that fit your goals, with no initial fees
Investing isn’t one-size-fits-all, which is why CCFunds offers three distinct strategy funds – Income, Balanced, and Growth, each tailored to different goals and risk levels. And now is the perfect time to start: for a limited time, you won’t have to pay any initial fees when you invest in any of these funds. It’s your opportunity to take the first step toward your financial goals.
Why invest in CCFunds?
With over 45 years of investment experience, CCFunds is a trusted partner in helping investors grow and protect their money. The three strategy funds are regulated UCITS products, actively managed by experts monitoring changing market conditions, and based on a diversified portfolio to mitigate risk. Every fund is designed for a different investment strategy.
For steady income: Income Strategy Fund
The Income Strategy Fund is designed to generate returns by investing in a diversified selection of income-producing assets. It’s an ideal choice for investors with a medium to long-term outlook with a moderate level of risk tolerance.
With holdings such as the UBS (Lux) Bond Fund – Euro High Yield and the BlackRock Global High Yield Bond Fund, the Income Strategy Fund is considered a low-risk investment, with a risk rating of 2 out of 7.
For ambitious investing: Growth Strategy Fund
The Growth Strategy Fund is built for investors who seek greater long-term capital appreciation and have a higher risk profile.
With holdings such as the Morgan Stanley Investment Fund and the Invesco Pan European Equity Fund, the Growth Strategy Fund is considered a medium-risk investment, with a risk rating of 4 out of 7.
For stability & growth: Balanced Strategy Fund
You might want the best of both worlds. The Balanced Strategy Fund combines equities and bonds through collective investment schemes to offer a well-diversified portfolio and spread out the risk. It aims for steady long-term capital growth with balanced exposure to risk.
With holdings such as the UBS (Lux) Bond Fund – Euro High Yield and the CCFunds High Income Bond Fund, the Balanced Strategy Fund is considered a low to medium-risk investment, with a risk rating of 3 out of 7.
Comparison of Strategy Funds
| Income Strategy Fund | Balanced Strategy Fund | Growth Strategy Fund | |
|---|---|---|---|
| Objective | Consistent income generation | Long-term capital growth | Long-term capital growth |
| Risk rating | 2 out of 7 (low risk) | 3 out of 7 (low to medium risk) | 4 out of 7 (medium risk) |
| Investor profile | Investors seeking regular income with a moderate risk level | Investor seeking stable, long-term capital growth with a balanced risk approach | Investors aiming for higher long-term capital appreciation and willing to accept higher risk |
| Minimum initial investment | €5000 | €5000 | €5000 |
Limited-time offer on CCFunds Strategy Funds
This is the perfect opportunity for you to start investing while benefiting from limited-time offer. If you invest in one or more of these three strategy funds, you won’t have to pay any initial fees, to give you a head-start!
This offer is available until the end of August 2025.
Disclaimer: Terms & conditions apply. Offer valid till 31/08/2025. 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 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.