Coolabah Floating-Rate High Yield PIE Fund

Investment Manager

Coolabah Capital Investments (Retail) Pty Limited

Investment Policy and Objectives

The Fund aims to provide investors with exposure to a portfolio of investment-grade Australian floating-rate notes with enhanced yields.

Investment Strategy

The Fund focusses on generating higher income than other traditional fixed income investments by investing in a portfolio of investment-grade Australian floating-rate notes and enhancing the yields (or interest-rate) through the use of gearing (or leverage). 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 AusBond Credit FRN 0+ Yr Index hedged to NZD

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