Access high floating-rate yields

Consider Coolabah’s Long-Short Opportunities Fund (ETL9059AU)
Currently yielding 6.8% p.a. (before fees and tax)
Av. AA- portfolio credit rating
Actively managed portfolio of bonds and hybrids issued by global banks and insurers with enhanced yields
Uses leverage to enhance return potential.
Please read the PDS to better understand the risks, and note that past performance does not assure future returns

Currently yielding

6.8% p.a.

before fees as of 31-Aug-2026

The Coolabah Long-Short Opportunities Fund is currently offering a running yield of approximately 6.8% p.a. before fees, while providing daily liquidity. The Fund is an absolute-return strategy that seeks to generate attractive income alongside capital gains from active security selection across fixed-income and credit markets.

The Fund invests primarily in cash, bonds and hybrid securities, with the flexibility to invest across Australian and global markets and selectively in listed equities issued by banking groups. Coolabah’s investment team applies fundamental and quantitative analysis to identify and actively exploit mispricings, with the ability to take both long and short positions and use leverage to enhance returns.

Over the last 12 months to 31 August 2026, the Fund has returned 6.12% net of fees, compared to the RBA cash rate’s 3.96%. Over the last 3 years to to 31 August 2026, the Fund has returned 8.46% p.a. net of fees, compared to the RBA cash rate’s 4.11% p.a. Since its inception in May 2020, the Fund has returned 6.65% p.a. net of fees, compared to the RBA cash rate’s 2.53% p.a.

Ratings

The Fund is rated ‘Recommended’ by Lonsec.

Please contact us for a copy of the report.

Important Information

Disclaimer

Returns are shown as of 31 August 2026 and are after management fees and costs. Yields are shown as of 31 August 2026 and are before management fees and costs, unless otherwise displayed. Both returns and yields can change daily and 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. The funds have a different risk profiles to the other comparisons, including, amongst other things, that they invest in bonds, not hybrids or equities, and that they can use leverage, which means that both gains and losses may be amplified. To understand the Fund’s risks better, please refer to the respective Product Disclosure Statement (PDS) and Target Market Determination (TMD).

Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298 AFSL 240975, is the responsible entity for the Coolabah Global Floating-Rate High Yield Complex ETF. Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT).

This information has been prepared by Coolabah Capital Investments (Retail) Pty Limited, a wholly owned subsidiary of Coolabah Capital Investments Pty Ltd. It is general information only and is not intended to provide you with financial advice. You should not rely on any information herein in making any investment decisions. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The PDS and TMD for the funds should be considered before deciding whether to acquire or hold units in it. A PDS and TMD for these products can be obtained by visiting www.coolabahcapital.com. Neither Coolabah Capital Investments (Retail) Pty Limited, Equity Trustees Limited nor its respective shareholders, directors and associated businesses assume any liability to investors in connection with any investment in the funds, or guarantees the performance of any obligations to investors, the performance of the funds or any particular rate of return. The repayment of capital is not guaranteed. Investments in the funds are not deposits or liabilities of any of the above-mentioned parties, nor of any Authorised Deposit-taking Institution. The funds are subject to investment risks, which could include delays in repayment and/or loss of income and capital invested. Past performance is not an indicator of nor assures any future returns or risks. Coolabah Capital Investments (Retail) Pty Limited (ACN 153 555 867) is an authorised representative (#000414337) of Coolabah Capital Institutional Investments Pty Ltd (AFSL 482238).

From 5 October 2021, a TMD is required to be made available under the Design & Distribution Obligations. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the TMD for this financial product may need to be reviewed.

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