Coolabah Global Carbon Leaders Strategy

The Coolabah’s Global Carbon Leaders Strategy is designed to address the goals of investors wanting a fixed income investment portfolio that seeks to facilitate certain positive environmental outcomes by investing a portion of the portfolio in green, sustainable, or sustainability-linked bonds and bonds of ‘Carbon Leaders’.

It targets approximately 100% of its Net Asset Value (“NAV”) (equivalent to at least twenty-five percent (25%) of the total investments in fixed income securities if it was geared to the maximum permitted level) in green, sustainable or sustainability-linked bonds (“SLB”) or other fixed income securities, which seek to exclusively finance green and sustainable projects or activities (or are linked to positive climate outcomes), and the remaining proportion of up to 300% in bonds issued by ‘Carbon Leaders’, cash, cash-equivalents and related derivatives.

With the aim of not sacrificing return, liquidity and taking undue (credit) risk, the investable universe of the Fund grants investors exposure to the climate transition through investment in green, sustainable and SLBs, and to Carbon Leader bond issuers that are inherently low emitting both now and into the future.

The strategy invests in investment grade fixed-income securities, including without limitation, governmental, corporate and supra national bonds, hybrid securities and asset-backed securities, including residential-backed-mortgages, provided they are designated green, sustainable, sustainability-linked, or meet the Carbon Leader requirements. It may also invest in cash and cash-like securities and related derivatives.

The strategy targets a weighted-average portfolio credit rating within the ‘A’ band and generally seek to maintain the overall duration or interest rate exposure to less than 3 months.

It is permitted to use leverage and short-sell bonds that are not green, sustainable or SLB bonds of issuers that do not qualify as Carbon Leaders.

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Disclaimer

This information is provided for informational purposes only and is intended solely for qualified investors. It does not constitute an offer to sell, or a solicitation of an offer to buy, any security or investment product. Any investment decision should be made only after careful review of the relevant offering documents and consultation with independent legal, tax, accounting, and financial advisers.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The value of investments may rise or fall, and investors may not recover the amount originally invested. Prospective investors should carefully consider all risks and review the applicable offering documents before investing.

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