CC Global Balanced Income Fund delivers 9.34% return In one year

Investors offered €1,000 reinvestment opportunity for a limited time

The CC Global Balanced Income Fund, a top-performing fund managed by Calamatta Cuschieri Investment Management has delivered a robust total return of 9.34% over one year, net of all fees.

Building on this success, the fund is now offering a limited-time reinvestment opportunity of up to €1,000, based on the amount invested, for new investments made during February and March 2025.

“This fund is a reliable option for medium-to-long-term wealth growth and this initiative reflects our firm’s commitment to creating accessible opportunities for individuals seeking to achieve their financial goals,” states Jordan Portelli, co-Portfolio Manager of the CC Global Balanced Income Fund.

The CC Global Balanced Income Fund is a UCITS fund that adopts a diversified, multi-asset strategy by allocating capital to global stocks and bonds to deliver reliable income and long-term capital appreciation. By selectively targeting opportunities within equities and bonds across various regions, the fund seeks to moderate market volatility while taking advantage of growth opportunities.

Delving deeper into the successful numbers registered during 2024, Mr Portelli added “2024 was a successful year for CC Funds’ top-performing fund, as it retained a top-quartile ranking* over five years among global funds in its category and remarkably doubled its net asset value over the past five years.”

“The fund’s track record at the end of 2024 speaks for itself, as it stacked up a rolling total return of 9.34% over 1 year and an annualised rate of 5% over 5 years, a respectable performance for a medium-risk product with a risk rating of 4 out of 7,” he added.

“The fund’s net asset value continued its growth over the past years as its active approach is reflected in its performance track record. With our fine-tuned investment strategy, we have successfully captured market opportunities and created long-term value for customers,” he added.

Mr Portelli attributed the fund’s consistent performance to the team of professionals actively pushing boundaries and monitoring global opportunities.

“Our team of investment professionals actively monitor global markets and adjust the portfolio accordingly to seize as many opportunities as swiftly as possible, while ensuring a balanced and risk-mitigated approach. By balancing a diversified mix of bonds and equities, we strive to ensure the CC Global Balanced Income Fund maximises returns and profitability for its investors while minimising risk.”

Customers investing in the CC Global Balanced Income Fund during February and March will benefit from a limited-time offer, where customers earn up to €1,000, based on the invested amount, reinvested back into their portfolio – a perfect opportunity for customers who want to start growing their money from as little as €5,000.

Investors interested in this offer can book an appointment online with a CC financial advisor, call on +356 25 688 688 or simply visit one of the Calamatta Cuschieri Moneybase branches in Birkirkara, Mosta, Fgura and Sliema. More information can be found in the terms & conditions on https://www.ccfunds.com.mt.

While terms and conditions apply, this offer is valid until the 31^st of March 2025.

*Source – https://citywire.com/selector/fund/calamatta-cuschieri-global-balanced-income-fund/c546446?periodMonths=60