Jamieson Coote Bonds

What Jamieson Coote Bonds does

JamiesonCooteBonds Pty Ltd (trading as Jamieson Coote Bonds, or JCB) is a privately held Australian specialist investment manager founded in Melbourne in 2013 by Charles Jamieson (CIO) and Angus Coote. The firm holds AFSL 459018 and is the appointed investment manager for three wholesale-only fixed-income strategies: the CC JCB Active Bond Fund (domestic Australian government, semi-government and supranational bonds rated AAA or AA, benchmarked to the Bloomberg AusBond Treasury 0+ Year Index); the CC JCB Dynamic Alpha Fund (a global absolute-return sovereign bond mandate across G7 nations and selected highly rated countries); and the CC JCB Global Bond Fund (international government bonds with hedged and unhedged share classes, inception 25 February 2019). The investment process combines active duration management via interest-rate futures and duration overlay with bottom-up sector and security selection across 15-25 holdings per portfolio, supported by macro, relative-value and ESG inputs.

The firm is wholesale-only under section 761G of the Corporations Act, with a minimum investment of A$100,000 per fund. Channel Investment Management Limited (CIML) is the Responsible Entity and issuer of fund units, while Channel Capital provides investment infrastructure (middle/back office, risk, compliance, finance, marketing) and a nine-person regional sales team covering all Australian states and territories. The funds are also available through 18+ Australian wrap platforms including BT Panorama, Colonial FirstWrap, HUB24, Netwealth, Macquarie Wrap and MLC Wrap; Apex Fund Services acts as unit registry.

Revenue is generated exclusively from management fees on Class A units, calculated as a percentage of NAV, reflected in daily unit prices and paid monthly in arrears (fee level is not publicly disclosed). The core investment team comprises five professionals: Charles Jamieson (CIO, ex-Co-Head of FICC at Bank of America Merrill Lynch), Paul Chin (CEO, Head of Investment Strategy & ESG, ex-Vanguard Senior Investment Strategist), Christopher Manuell (Senior Portfolio Manager, three decades across Merrill Lynch, Société Générale and RBC), Vijay Murik PhD (Portfolio Manager, joined August 2025, ex-Vanguard, AOFM and Australian Treasury) and Mahika Bhardwaj (Quantitative Analyst). An advisory board includes Mark Burgess, former CEO of the Australian Government Future Fund. The firm is a signatory to the UN Principles for Responsible Investment and holds current Lonsec 'Recommended' (Sept 2025) and Zenith Investment Partners ratings (2026).

Name

Jamieson Coote Bonds

Legal name

JamiesonCooteBonds Pty Ltd

Website

https://jamiesoncootebonds.com.au

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Jamieson Coote Bonds is a privately held Melbourne-based specialist manager founded in 2013 that runs three wholesale-only Australian and global high-grade government bond strategies (CC JCB Active Bond, Dynamic Alpha and Global Bond Funds) for professional investors, family offices and financial advisers via Channel Capital distribution and 18+ Australian wrap platforms.

Ownership category

akta.pro rank

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management Fees: Management fees charged as a percentage of the net asset value of the Fund (Class A units), reflected in the daily unit price and payable monthly in arrears. The Base Fee is expressed as a percentage of the net asset value of the Fund relating to the Class A Units, with net effect of GST and RITC included.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Jamieson Coote Bonds (JCB) is a privately owned specialist high grade bond manager that actively manages three portfolios of domestic and global government bonds — the CC JCB Active Bond Fund (Australian government and semi-government bonds), CC JCB Dynamic Alpha Fund (global absolute return sovereign bonds across G7 nations), and CC JCB Global Bond Fund (international government bonds). The firm combines proprietary active duration management with bottom-up sector and security selection, targeting wholesale and institutional investors with a minimum investment of A$100,000.

Product overview

Jamieson Coote Bonds is a specialist high grade bond manager offering three actively managed government bond portfolios: CC JCB Active Bond Fund (domestic Australian government bonds with AAA/AA ratings), CC JCB Dynamic Alpha Fund (global absolute return strategy across G7 nations), and CC JCB Global Bond Fund (international government bonds with hedged/unhedged options). The firm focuses exclusively on high grade sovereign debt, providing portfolio defence and liquidity across market cycles.

Differentiator

Problem solved

Functional benefit

Products and services

• CC JCB Active Bond Fund A domestic high grade bond fund providing exposure to Australian Government, semi-Government and supranational bonds rated AAA or AA, with active duration management. The fund aims to outperform the Bloomberg AusBond Treasury 0+Year Index over rolling three year periods. Available to wholesale investors with a minimum investment of A$100,000.
• CC JCB Dynamic Alpha Fund An absolute return global sovereign bond fund allocating across G7 nations and selected highly rated countries, designed to deliver stable and consistent returns uncorrelated to traditional fixed income market benchmarks and risk assets. Available to wholesale investors with a minimum investment of A$100,000.
• CC JCB Global Bond Fund A global bond fund offering exposure to international government bonds with hedged and unhedged class options, providing diversified fixed income returns across major sovereign debt markets.

Quantifiable outcome

• 100% of portfolio exposures rated BBB or above, with 95% rated AA+ or above

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• Channel Capital Pty LtdcoreStrategic or Co-development PartnerChannel Capital Pty Ltd (ACN 162 591 568) is the holding company of Channel Investment Management Limited and provides complete investment management infrastructure services for JCB including middle-and back office, risk management and compliance, client services, company secretarial and finance, together with marketing and distribution services.
• Apex Fund Services (Unit Registry)coreOthersApex Fund Services handles the unit registry for JCB's investment funds. Investors send completed application forms and required identification documents to Apex as outlined in the Application Form. Contact: [email protected] or T: 1300 133 451.
• United Nations Principles for Responsible Investment (PRI)coreStrategic or Co-development PartnerJCB is a signatory to the UN PRI, demonstrating commitment to integrating ESG into investment management processes and driving ongoing continuous improvement in their ESG approach. The firm collaborates with issuers, other investors, and capital market participants on ESG matters through the PRI network.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Western Asset Management: Global active fixed income manager with deep expertise in government and credit markets. Comparable investment philosophy around active duration and sector positioning, though at much greater scale and product breadth.
• BlackRock: Global asset manager with active fixed income capabilities alongside its dominant iShares passive franchise. Comparable in offering active bond strategies, though at much greater scale and with broader product breadth.
• Vanguard: Global asset manager with both passive and active fixed income offerings. Notable as Paul Chin and Vijay Murik both held prior roles at Vanguard, and its Australian active bond funds compete for similar wholesale allocations.
• First Sentier Investors: Australian-domiciled active asset manager with global fixed income capabilities. Comparable as a domestic active manager with institutional focus and global bond strategies, though at larger scale than JCB.
• Perpetual Limited: Australian wealth and asset manager with active fixed income capabilities. Comparable as an Australian-domiciled active manager serving institutional and wholesale clients, though with broader multi-asset product offerings.
• PIMCO: Global active fixed income leader with one of the largest active bond franchises. Overlaps with JCB on active duration management and security selection across global sovereigns, though PIMCO operates at vastly larger scale with broader product breadth.

Direct peers

• Ausbil Investment Management: Australian boutique active asset manager with fixed income capabilities. Comparable as an Australian boutique active manager targeting institutional and wholesale clients, though Ausbil's primary focus is equities.
• Yarra Capital Management: Australian active fixed income and equity manager. Comparable as an Australian active fixed income specialist with similar institutional client base and duration-managed strategies.
• Kapstream Capital: Australian boutique active fixed income manager specializing in absolute return bond strategies. Directly comparable as an Australian boutique active bond manager targeting wholesale and institutional clients with similar duration-managed strategies.
• Realm Investment Management: Australian boutique active credit and fixed income manager. Directly comparable as a specialist Australian active bond manager with similar wholesale/institutional client focus and duration-driven strategies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC6UoUhjQtDIy8x11tc-iJHg
• LinkedInlinkedin.com/company/jamieson-coote-bonds

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jamieson Coote Bonds