| Investment Manager |
Coolabah Capital Investments (Retail) Pty Limited |
|---|---|
| Investment Objective |
The Fund targets investment returns, after fees and before tax, in excess of the Bloomberg Global Aggregate Corporate Index (hedged to NZD) by 1.0% to 2.0% per annum over rolling 3 year periods. |
| Investment Strategy | The Fund offers an actively managed fixed-income strategy focused on mispricings in liquid, investment grade bond markets with the aim of outperforming global fixed income markets. The Fund currently invests in an underlying fund managed by Coolabah. The Fund targets a position of being fully hedged back to New Zealand dollars. |
| Benchmark | Bloomberg Global Aggregate Corporate Index (hedged to NZD) |
