Investment Manager
Coolabah Capital Investments (Retail) Pty Limited
Investment Policy and Objectives
The Fund aims to provide investors with exposure to a global floating-rate portfolio of investment-grade bonds and hybrid securities with enhanced yields.
Investment Strategy
The Fund focusses on generating higher income than other traditional fixed income investments by investing in a floating-rate portfolio of investment-grade bonds and hybrid securities predominately issued by global banks, insurers and governments 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.
Further Information
Fund updates for previous quarters are available on the Disclose Register. Choose ‘Search for an offer’ and search for ‘Coolabah Investment Funds’ as the Offer name at https://disclose-register.companiesoffice.govt.nz.
