Performance

CCI offers a range of zero-duration and long-duration active credit solutions. For example, over the 12 months to July 2019 the wholesale Coolabah Active Composite Bond Strategy returned 14.3% before fees, which represented a gross excess return of 3.9% above the AusBond Composite Bond Index. This strategy ranked in the top two strategies over the 12 months to July 2019 in Mercer’s Australian Fixed Income (Active) universe. (It is an institutional solution that is not available to retail investors with institutional fee terms confidential.)

CCI also manages a number of retail solutions, including the Smarter Money (Active Cash) Fund, the Smarter Money Higher Income Fund, the Smarter Money Long Short Fund, and the BetaShares Active Australian Hybrids Fund (ASX: HBRD). You can read the latest retail performance reports here for Smarter Money Investments’ products and here for HBRD. More information can be made available on request by emailing info@coolabahcapital.com.


Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. Past performance is not a reliable indicator of future performance. All investments carry the risk of loss. This information is general only, is not personal financial advice, and is not an offer or a recommendation (expressed or implied) to take up any investments or investment services. It does not take into account any person’s financial objectives, situation or needs. The information has been prepared by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII) authorising it to provide services to wholesale clients. To the extent permitted by law, no liability is accepted for loss or damage as a result of any reliance on this information.