- Consider Coolabah’s Global Floating-Rate High Yield Complex ETF (CBOE: YLDX)
- Yielding 6.7% pa with an av. A+ credit rating
- Floating-rate portfolio of bonds and hybrids issued by global banks and insurers with enhanced yields
- Please read the PDS to better understand the risks
The Intellectual Edge: Making Every Basis Point Count...
Coolabah Capital Investments is a leading global active fixed-income manager with over $19 billion in funds under management.
Coolabah’s edge is in alpha generation in liquid, high-grade global credit and sovereign securities in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or beta). This alpha is a function of the world-class analytical insights rendered by Coolabah’s human capital, which includes 63 executives with a long-term track-record of delivering prescient macro and quant insights.
Funds & Strategies
Gross Running Yields (p.a.)
31 July 2026
Source: Coolabah Capital Investments. Disclaimer: A running yield is a forward-looking measure of the income currently expected to be generated by the portfolio based on the coupons payable on the bonds held by the Fund as at the relevant date, before management fees, performance fees (if applicable) and fund expenses. It is not a forecast or guarantee of future income, is not indicative of total return, and will change as the portfolio’s composition and market conditions change. It may be different on the day you invest. All investments carry risks, including that the value of investments may vary, future returns may differ from past returns, and that your capital is not guaranteed. To understand the associated risks better, please refer to the Product Disclosure Statement.
CBOE Listed
YLDX
Global floating-rate portfolio of investment grade bonds and hybrids.
Gross Running Yield (p.a.)
6.7%
as of 31 July 2026
- Floating-Rate Exposure
- Monthly Distributions
- Investment Grade
- Global Diversification
APIR
ETL5010AU
A portfolio of investment-grade Australian floating-rate notes with enhanced yields.
Gross Running Yield (p.a.)
7.1%
as of 31 July 2026
- Floating-Rate Exposure
- Av. A to AA credit rating
- Investment Grade
- Quarterly Distributions
APIR
SLT2562AU
Targets the RBA cash rate plus 4% to 6% pa after fees with an average A credit rating and low interest rate duration risk.
Gross Running Yield (p.a.)
6.2%
- Floating-Rate Exposure
- Av. A to AA credit rating
- Daily Withdrawal Rights
- Quarterly Distributions
ASX Listed
HBRD
A floating rate hedged credit income instruments including senior and subordinated bonds, hybrids and securitised credit.
Gross Running Yield (p.a.)
6.0%
as of 31 July 2026
- Floating-Rate Exposure
- Av. A to AA Credit Rating
- Exchange Traded
- Monthly Distributions
CBOE Listed
FIXD
Targets returns that exceed the Bloomberg AusBond Composite 0+ Yr Index by 1.0% to 2.0% per annum after fees.
Gross Running Yield (p.a.)
5.8%
as of 31 July 2026
- Fixed-Rate Exposure
- Av. A to AA Credit Rating
- Exchange Traded
- Quarterly Distributions
CBOE Listed
GFXD
Targets returns that exceed the Bloomberg Global Aggregate Corporate Index (hedged to AUD) by 1% to 2% p.a. after fees.
Gross Running Yield (p.a.)
6.4%
- Fixed-Rate Exposure
- Av. A to AA Credit Rating
- Exchange Traded
- Quarterly Distributions
APIR
ETL9561AU
A portfolio of high quality government bonds that targets returns of 3-5% above the RBA Overnight Cash Rate after fees.
- Govt Exposure
- AAA credit rating
- Daily Withdrawal Rights
- Quarterly Distributions
APIR
SLT0052AU
A portfolio of high quality government bonds that targets returns of 3-5% above the RBA Overnight Cash Rate after fees.
Gross Running Yield (p.a)
5.1%
as of 31 July 2026
- Floating-Rate Exposure
- Av. A To AA Credit Rating
- Daily Withdrawal Rights
- Quarterly Distributions
CBOE Listed
CBNX
An actively managed portfolio of green, sustainable, or sustainability-linked bonds and bonds of ‘Carbon Leaders’.
Gross Running Yield (p.a.)
6.7%
as of 31 July 2026
- Floating-Rate Exposure
- Environmental Focus
- Exchange Traded
- Monthly Distributions
CBOE Listed
FRNS
Targets the RBA cash rate plus 1.5% to 3.0% pa after fees with an average A credit rating and low interest rate duration risk.
Gross Running Yield (p.a.)
5.1%
as of 31 July 2026
- Floating-Rate Exposure
- Av. A to AA Credit Rating
- Exchange Traded
- Quarterly Distributions
APIR
SLT0052AU
Targets the RBA cash rate plus 1.0% to 2.0% pa after fees with an average A credit rating and low interest rate duration risk.
Gross Running Yield (p.a)
5.0%
as of 31 July 2026
- Floating-Rate Exposure
- Av. A To AA Credit Rating
- Daily Withdrawal Rights
- Quarterly Distributions
APIR
ETL9059AU
Targets the RBA cash rate plus 8% pa after fees with an average A credit rating and low interest rate duration risk.
Gross Running Yield (p.a)
6.9%
as of 31 July 2026
- Floating-Rate Exposure
- Av. A To AA Credit Rating
- Daily Withdrawal Rights
- Quarterly Distributions
Our Firm
in Funds Under Management
in Funds Under Management
Full-time executives
Portfolio Managers & Traders
Analysts
Risk Executives
Global & regional fixed-income strategies
Long-only, long-short, zero duration, and long duration strategies
Offices in London, Miami, Sydney, Melbourne & Auckland
- Global & regional fixed-income strategies
- Long-only, long-short, zero duration, and long duration strategies
- Offices in London, Miami, Sydney, Melbourne & Auckland
Our History
Coolabah Capital Investments is founded
Short-Term Income Fund is launched
CCI's team exceeds 10 executives
Long Short Credit Fund is launched. Melbourne office opens.
Team exceeds 20 executives
Coolabah opens London office
Team exceeds 30 executives
Pacific Coolabah Global Active Credit Fund is launched in Europe. CBOE: FRNS launches in Australia.
Coolabah opens Auckland office, 40 executives.
Global Floating Rate High Yield Complex ETF (YLDX) is launched. FUM passes $15bn
Pacific Coolabah Credit Alpha Fund is launched in Europe
FUM passes $19bn
Smarter Money Fund is launched
Angela Bennett's family office acquires 25% stake in CCI. FUM exceeds $200m
Active Composite Bond is strategy launched
Full capital structure ETF (ASX: HBRD) launched for BetaShares
Pinnacle acquires Bennett's 25% stake in Coolabah. FUM hits $2.9bn
Coolabah Active Composite Bond Complex ETF (CBOE: FIXD) is launched
Floating-Rate High Yield Fund is launched
Active Sovereign Bond Fund is launched. FUM exceeds $9bn
Active Global Bond Fund is launched
Coolabah opens Miami office
Coolabah Global Carbon Leaders Complex ETF (CBOE: CBNX) is launched
About Us
Coolabah Capital Investments is an independent active fixed-income manager founded in 2011 and Chaired by experienced super fund director Melda Donnelly.
Coolabah is 62% owned by its investment team and 38% owned by the $229 billion boutique specialist investor, Pinnacle Investment Management.
Pinnacle’s mission is to establish, grow and maintain a diverse stable of world-class investment managers. It holds equity interests in numerous specialist investment managers, including Coolabah, and provides them with a comprehensive range of high quality and cost effective infrastructure and other support services.
Partners, Projects & Passions




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Scam Alert:
Please note that it has come to our attention that scammers are impersonating representatives of Coolabah Capital Investments on WhatsApp and other platforms. These impersonators contact members of the public by private message, and by adding individuals to fake investment WhatsApp groups, where they circulate false stock tips and promote financial products claiming to deliver unrealistically high returns.
Please be aware that these individuals and groups have no affiliation with Coolabah Capital Investments. No representative of Coolabah will ever contact you via WhatsApp to provide stock tips, promote investment opportunities, invite you to join an investment group, or ask you to open a trading account or transfer money. We urge all members of the public to exercise caution by dismissing, blocking, and reporting any financial offers received via this channel.
If you have received suspicious messages, or are unsure about the legitimacy of any contact claiming to be from Coolabah Capital Investments, we recommend you contact us directly on 1300 901 711 or at info @ coolabahcapital.com.
We have reported this scam to the ACCC’s Scamwatch. We encourage anyone who has been targeted to do the same at https://www.scamwatch.gov.au/report-a-scam.
If you have provided money or personal information to the scammers, please contact your bank or financial institution immediately.