Chaired by Melda Donnelly and co-founded by portfolio managers Darren Harvey and Christopher Joye, Coolabah Capital Investments Pty Ltd ACN 153 327 872 (CCI) is an active institutional fixed-income fund manager based in Australia that is responsible for managing Smarter Money Investments’ (SMI) portfolios and other bespoke institutional mandates collectively worth over $1.4 billion. In 2016 SMI was a finalist for Money Management/Lonsec’s “emerging fund manager of the year”award.

CCI’s investment philosophy focuses on delivering improvements in risk-adjusted excess returns, or “alpha”, that are independent of interest rate duration risk,  credit risk and liquidity risk. Since the inception of CCI’s first active credit portfolio in February 2012 it has outperformed key alternatives on a raw and risk-adjusted basis. CCI’s core portfolio, the Smarter Money (Active Cash) Fund, has been awarded a coveted 5 Star rating from Morningstar based on its 3-year and 5-year risk-adjusted returns.* CCI’s wholly-owned subsidiary, Coolabah Capital Institutional Investments Pty Ltd ACN 153 327 872, holds AFSL Licence No 482238.  Smarter Money Investments

5star_seal_overallrating-1MMLON2.png

SMAC rating

sdec5

sdec9

shdec4

The Coolabah is a native Australian tree (different sub-species are also referred to as “Cooliabah”) that features in the de facto national anthem, Waltzing Maltida, wherein “a jolly swagman camped by a billabong under the shade of a coolibah tree“. The Coolabah tree is a durable, salt-tolerant tree known to live for hundreds of years and offer shade for Australian fauna. The wood is heavy and white ant (termite) resistant, and was used by European settlers for early Australian construction and fencing. According to one account,  “aboriginal use of Coolibahs was quite diverse…roots were used for emergency water supply, the inner bark was used against snake bite and the bark was harvested”.

Shelter, longevity, durability, and catastrophe insurance are valuable attributes that we hope this namesake imports to Coolabah’s business.

* As at March 2017 the Smarter Money Fund (Platform Inv.) received a five-star Morningstar Rating, based on its assessed 3 year and 5 year risk-adjusted performance within the Morningstar Peer Group – Australian Short Term Fixed Interest – Investment Trust. Morningstar Rating Definition: The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision. Morningstar Disclaimer: Copyright 2017 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at . You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”).