Betashares Active AustraliaN Hybrids Fund
BetaShares Active AustraliaN Hybrids Fund
Coolabah Capital is the Investment Manager of the BetaShares Active Australian Hybrids Fund (ASX: HBRD). This fund is designed to provide investors with a convenient alternative to direct ownership of hybrids by offering access to a professionally managed, diversified portfolio of hybrid securities.
The fund is an actively managed portfolio of hybrid securities, bonds and cash, and true to Coolabah’s philosophy, has the ability to allocate more of the portfolio to lower risk securities if the hybrids market is assessed to be overvalued or to present a heightened risk of capital loss.
With a core portfolio allocation, HBRD provides attractive, tax-efficient income with a relatively high level of capital stability and diversification benefits. It can be used to complement or substitute an existing direct hybrids portfolio, offering greater portfolio diversification and risk management.
The issuer of this product is BetaShares Capital Ltd. Further information and offer documents can be found on their website.
Strategy: Actively Managed Hybrid Securities
Inception Date: 13 Nov 2017
Index: Solactive Australian Hybrid Securities Index
Issuer: BetaShares Capital
Registry: Link Market Services
Administrator: RBC Investor Services
Custodian: RBC Investor Services
Minimum Investment: None
Additional Investment: None
Buy/Sell Spread: On Market