Investment Manager
Coolabah Capital Investments (Retail) Pty Limited
Investment Policy and Objectives
The Fund aims to provide investors with exposure to a portfolio of investment-grade Australian floating-rate notes with enhanced yields.
Investment Strategy
The Fund focusses on generating higher income than other traditional fixed income investments by investing in a portfolio of investment-grade Australian floating-rate notes and enhancing the yields (or interest-rate) through the use of gearing (or leverage). The Fund currently invests in an underlying fund managed by Coolabah. The Fund targets a position of being fully hedged back to New Zealand dollars.
Benchmark
Bloomberg AusBond Credit FRN 0+ Yr Index hedged to NZD
