Performance

New Zealand Strategies

Short Term Income PIE Fund

Performance Report

Global Floating-Rate High Yield PIE Fund

Performance Report

Long-Short Credit PIE Fund

Performance Report

Active Composite Bond PIE Fund

Performance Report

Active Global Bond PIE Fund

Performance Report

Coolabah is maniacally focussed on generating credit alpha through exploiting bond mispricings that can provide capital gains, and hence higher total returns, without chasing interest rate risk, credit default risk, and/or illiquidity risk. Read the latest performance reports here…

Disclaimer

Past performance is not indicative of future performance. Returns are shown after all fund fees, unless otherwise stated.

Public Trust is the Supervisor and FundRock NZ Limited (FundRock) is the issuer and manager of the Coolabah Investment Funds (Scheme), including the Coolabah Short Term Income PIE Fund, the Coolabah Floating-Rate High Yield PIE Fund, the Coolabah Long-Short Credit PIE Fund, the Coolabah Active Composite Bond PIE Fund, and the Coolabah Active Global Bond PIE Fund. Coolabah Capital Investments (Retail) Pty Ltd ACN 153 555 867 is the Investment Manager.

This has been prepared by Coolabah Capital Investments (Retail) Pty Ltd ACN 153 555 867 (Coolabah), an authorised representative (#000414337) of Coolabah Capital Institutional Investments Pty Ltd ABN 85 605 806 059 AFSL 482238, to provide you with general information only. In preparing this publication, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Investors are encouraged to seek independent financial advice. The Product Disclosure Statement (PDS) for the Fund should be considered before deciding whether to acquire or hold units in it. A PDS for the Fund can be obtained by visiting www.coolabahcapital.com. Neither Coolabah, FundRock, Public Trust nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. The Fund is subject to investment risks, which could include delays in repayment and/or loss of income and capital invested.

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