Investment Programs
CBIS Global currently offers four euro-denominated Funds.
Quarterly Fund Data
Download the most recent quarter-end fund information, including total return, top 10 portfolio holdings and portfolio statistics, here (PDF Link).
European Short-Term Government Bond Fund
Investment Management: ARCA, Milan, Italy
Objective: Seeks income-producing instruments backed by European governments
Investment Minimum: €50,000
Global Bond Fund
Investment Management: Schroder Investment Management, Ltd., London, England
Objective: Seeks sustainable income with modest capital appreciation. Focuses
primarily on investment-grade sovereign, supranational, corporate and
mortgage debt securities, including securitizations
Investment Minimum: €50,000
European Equity Fund
Investment Management: Degroof Fund Management Company SA, Brussels, Belgium
Objective: Seeks capital appreciation through investment in European equities with
market capitalization greater than 65 million euros. Focuses
exclusively on developed European markets
Investment Minimum: €50,000
Global Equity Fund
Investment Management: Martin Currie Investment Management, Edinburgh, Scotland
Objective: Seeks capital appreciation through investment in equity securities of medium- to large-capitalization companies worldwide. Focuses primarily on companies with a market cap greater than 350 million euros in major developed markets.
Investment Minimum: €50,000
