Coolabah Short Term Income PIE Fund

The Coolabah Short Term Income PIE Fund is a zero duration, short-term fixed-interest investment solution that targets returns that outperform the RBNZ cash rate by 1.5% – 3.0% per annum after all fees and before tax, over rolling 12 month periods.

This strategy gains exposure to an actively managed portfolio of Australian cash securities and investment-grade floating-rate notes with a target dollar-weighted average credit rating in the “A” band hedged to NZ dollars. It does not invest in fixed-rate bonds (unless interest rate risk is swapped out) or equities.

The portfolio managers add value through active asset-selection with materially lower volatility and interest rate duration risk than traditional fixed interest funds.

Read More about Coolabah
Investment Manager

Coolabah Capital Investments Ltd

Investment Policy and Objectives

The Fund targets investment returns, after fees and before taxes, of 1.5% to 3.0% per annum above the overnight interbank cash rate as published by the Reserve Bank of New Zealand, over a rolling 12 month period.

Investment Strategy The Fund provides exposure to an actively managed, diversified portfolio that aims to take advantage of investment opportunities within the Australian cash and fixed-income markets.
Benchmark The Fund targets a return in excess of the OCR of 1.5% to 3.0% p.a

How to invest

  • To invest via your financial adviser – The Coolabah Short Term Income PIE Fund and Coolabah Long-Short Credit PIE Fund are available on the FNZ and MMC platforms. Speak with your financial adviser about gaining access.
  • Complete an application form and return it to us, Implemented Investment Solutions.