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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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.
Geared & Alternative Strategies – Fixed-Rate Bond Exposure
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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 ACTIVE COMPOSITE BOND FUND (HEDGE FUND)
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.
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.