Since inception CCI’s products have outperformed benchmark peer proxies despite holding significantly higher average portfolio weights to cash. See here for the latest retail performance reports.
In the 12 months to April 2019, the Coolabah Active Composite Bond Strategy Returned 10.24% before fees, which is a gross excess return of 2.37% above the AusBond Composite Bond Index. This strategy ranked No.1 in Mercer’s Australian Fixed Income (Active) universe in the March 2019 quarter and in the top two strategies over the 12 months to March 2019.
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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.