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For more than 35 years Calamos Investments has been committed to excellence in investment management and client services.
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The key Investor Information Document (KIID) aims to provide investors with a transparent and concise overview for investors.
The Fund may be suitable as a core fixed-income investment in many portfolios.
The Fund invests primarily in a diversified portfolio of U.S. dollar-denominated investment-grade debt securities that have a dollar-weighted average portfolio maturity between three to 10 years.
The debt securities that the Fund may invest in include, among others, obligations of U.S. state, and local governments, their agencies and instrumentalities; mortgage- and asset-backed securities; corporate debt securities; and other securities believed to have debt-like characteristics. The Fund may invest up to 10% (20% hold) in below-investment grade securities, which are sometimes referred to as high-yield or “junk” bonds.
The fund seeks high current income without undue risk to principal.
As a Co-Chief Investment Officer, Matt Freund is responsible for oversight of investment team resources, investment processes, performance and risk.
As Head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities. He is also a member of the Calamos
Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment
process. Matt joined Calamos in 2016 and has 27 years of industry experience.
Prior to joining Calamos, he was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA’s mutual Funds,
including the USAA High Income Fund (3/8/99 - 31/10/16), USAA Short-Term Bond Fund (1/5/02 - 31/10/16), USAA Intermediate-Term Bond Fund (1/5/02 - 31/10/16) and
USSA Income Fund (1/7/12 - 31/10/16), and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets.
During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual Funds. Earlier in his career, Matt served as a senior
investment analyst for MetLife in the Capital Markets Group. He received a B.A. in Accounting from Franklin & Marshall College and an M.B.A. from Indiana
The performance data quoted represents past performance and is no guarantee of future results. Current performance may
be higher or lower than the performance data quoted. The return and principal value of an investment will fluctuate, so that
an investor’s shares, when redeemed, may be worth more or less than their original cost.The Fund is newly-organized and has a
limited performance history. *The information provided above reflects the historical performance results of a Previously Managed Fund which Mr.
Freund was primarily responsible for the day-to-day portfolio management from May 2002 to October 2016 (the “Relevant Period”). During the
Relevant Period, Mr. Freund exercised final decision making over all material aspects concerning the investment objective, policies, strategies and
security selection decisions of the Previously Managed Fund. Although the Fund is managed by the same portfolio manager and utilizes a similar
investment process, the performance of the Fund may differ significantly from the performance presented above. There may be differences in
performance/portfolio composition between the Previously Managed Fund and UCITS due to UCITS restrictions.
Calamos Global Intermediate-Term Bond Fund is a sub-Fund
of Calamos Global Funds PLC, an investment company
with variable capital incorporated with limited liability in
Ireland (registered number 444463), and is authorised and
regulated by the Irish Financial Regulator as an Undertaking
for Collective Investment in Transferable Securities
(“UCITS”). Calamos Investments LLP, is authorised and
regulated by the Financial Conduct Authority, and is the
distributor of the Calamos Global Funds PLC.
Important Information. Portfolios are managed according
to their respective strategies which may differ significantly
in terms of security holdings, industry weightings, and
asset allocation from those of the benchmark(s). Portfolio
performance, characteristics and volatility may differ from
the benchmark(s) shown. Average annual total return
measures net investment income and capital gain or loss
from portfolio investments as an annualised average. All
performance shown assumes reinvestment of dividends
and capital gains distributions. The Fund also offers classes
A, I, X and Z shares, the performance of which may vary.
Performance shown is net of fees.
Sources for performance data: Calamos Advisors LLC and
The Fund is offered solely to non-U.S. investors under the
terms and conditions of the Fund’s current prospectus. The
prospectus contains important infor mation about the Fund
and should be read carefully before investing. A copy of the
full prospectus and Key Investor Information Document (KIID)
for the Fund may be obtained by visiting www.calamos.com/
global, or through the Fund’s Transfer Agent, RBC.
Bloomberg Barclays U.S. Aggregate Bond Index consists
of Treasurys, government related, corporate, mortgagebacked,
asset-backed and commercial mortgage securities.
Unmanaged index returns assume reinvestment of any and
all distributions and, unlike Fund returns, do not reflect fees,
expenses or sales charges. Investors cannot invest directly
in an index.
An investment cannot be made directly in an index.
Investing in securities products involves risk, including
possible loss of principal.
Diversification does not guarantee a profit or prevent a loss.
High double digit returns are attributable, in part, to
unusually favorable market conditions and may not be
repeated or consistently achieved in the future.
Based on a hypothetical investment of USD 10,000 on 1/7/2012. The performance result are shown net of advisory fees and reflect the deduction of
transaction costs. The performance data shown represents past performance and is no guarantee of future results. Data as of 31/10/2016.
This UCITS recently launched and portfolio characteristics are currently not available
©2014 Calamos Investments LLC. All Rights Reserved. Calamos®, and Calamos Investments®
are registered trademarks of Calamos Investments LLC. Calamos Investments LLC, formerly
known as Calamos Holdings LLC.
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