Products
Long Only Strategies
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Smarter Money Fund
Assisted Investor Class · RetailTargets the RBA cash rate plus 1.0% to 2.0% pa after fees with an average A credit rating and low interest rate duration risk
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Smarter Money Fund
Base Fee Class · RetailTargets the RBA cash rate plus 1.0% to 2.0% pa after fees with an average A credit rating and low interest rate duration risk
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Coolabah Short Term Income Fund
Assisted Investor Class · RetailTargets the RBA cash rate plus 1.5% to 3.0% pa after fees with an average A credit rating and low interest rate duration risk
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Coolabah Short Term Income Fund
Base Fee Class · RetailTargets the RBA cash rate plus 1.5% to 3.0% pa after fees with an average A credit rating and low interest rate duration risk
Geared & Alternative Strategies - Floating Rate Bond Exposure
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Coolabah Floating-Rate High Yield Fund
Assisted Investor Class · RetailA portfolio of investment-grade Australian floating-rate notes with enhanced yields
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Coolabah Active Global Bond Fund
Assisted Investor Class · RetailTargets returns in excess of the Bloomberg Global Aggregate Corporate Index (hedged to AUD) after management costs, by 1.0% to 2.0% per annum over rolling 3 year periods.
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Coolabah Global Floating-Rate High Yield Fund
Assisted Investor Class · RetailA global floating-rate portfolio of investment-grade bonds and hybrid securities with enhanced yields.
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Smarter Money Long - Short Credit Fund
Direct Investor Class · RetailTargets the RBA cash rate plus 4% to 6% pa after fees with an average A credit rating and low interest rate duration risk
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Coolabah Long-Short Opportunities Fund
Institutional Class A · RetailTargets the RBA cash rate plus 8% pa after fees with an average A credit rating and low interest rate duration risk
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Coolabah Active Sovereign Bond Fund
Zero Duration Class · RetailA portfolio of high quality government bonds that targets returns of 3-5% above the RBA Overnight Cash Rate after fees + offers floating interest rate exposure.
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Coolabah Active Composite Bond Complex ETF
RetailTargets returns that exceed the Bloomberg AusBond Composite 0+ Yr Index by 1.0% to 2.0% per annum after fees
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Coolabah Active Sovereign Bond Fund
Long Duration Class · RetailA portfolio of high quality government bonds targeting returns of 3-5% above Bloomberg AusBond Treasury 0+ Yr Index after fees and offers fixed-rate exposure.
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Coolabah Global Carbon Leaders Fund
Assisted Investor Class · RetailAn actively managed investment grade bond strategy that seeks positive environmental outcomes by investing a portion of the portfolio in green, sustainable, or sustainability-linked bonds and bonds of Carbon Leaders.
Foreign Currency Strategies
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Coolabah Short Term Income Fund
USD Investor Class · RetailTargets the US Federal Funds Target Range plus 1.5% to 3.0% pa after fees with an average A credit rating and low interest rate duration risk.
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Smarter Money Long - Short Credit Fund
USD Investor Class · RetailTargets the US Federal Funds Target Range plus 4% to 6% pa after fees with an average A credit rating and low interest rate duration risk.