Coolabah Capital Investments’ Post

Coolabah’s Long Short Credit Fund returned 11.9% net of fees over the 12 months to 30 June 2024, and ranked in the top 2 strategies in Morningstar’s 106 product “Unconstrained Fixed Income” universe. The Long Short Credit Fund has also been awarded a 5 Star quantitative rating from Morningstar. FE fundinfo likewise ranked Coolabah's Long Short Credit Fund in the top 2 of 106 strategies in its Diversified Credit sector in FY24. The Long Short Credit Fund is a floating-rate strategy that is rated Recommended by Zenith and Lonsec (see disclaimer links below), and as at 30 June 2024 had a 7.4% gross running yield, an average A+ credit rating, an average AA MSCI ESG rating, and historic annualised daily return volatility of 3.3%. See the latest LSCF performance report here https://lnkd.in/gZkiaXae. And read more about the LSCF product and disclaimers here https://lnkd.in/gNsFfasi Want to get long duration? With interest rate cuts on the cards for many central banks, some investors are considering fixing their interest rate exposures by allocating to fixed-rate rather than floating-rate bonds. Coolabah manages Australia’s best performing fixed-rate bond strategy benchmarked against the Composite Bond Index. Over the last 5 years, Coolabah’s Active Composite Bond Fund (Hedge Fund ETF: FIXD) ranks No.1 amongst 91 products in FE fundinfo’s Fixed Int – Australian Bond universe. FIXD returned 8.2% after fees over the 12 months to 30 June 2024 compared to the Composite Bond Index’s 3.7% return - that is, FIXD beat the index by 4.5% after fees (see the latest performance report here https://lnkd.in/gJp-MiHq). FIXD is rated Recommended by Zenith and Lonsec (see disclaimer links below). FIXD has an average A+ credit rating and carries the same 5.1 year fixed-rate duration exposure as the Composite Bond Index. Read more about the FIXD product and disclaimers here https://lnkd.in/gRi4-TR Disclaimer: Past performance does not assure future returns. All investments carry risks, including that the value of investments may vary, future returns may differ from past returns, and that your capital is not guaranteed. This information has been prepared by Coolabah Capital Investments Pty Ltd (ACN 153 327 872). It is general information only and is not intended to provide you with financial advice. You should not rely on any information herein in making any investment decisions. Warwick Boys Ying Yi Ann C. Gary Walsh Kyle Macintyre Andrew Reidy Darcy Graham Callum Evans Mary Murphy Matthew Lamb Tully R. Andrew Chambers Wes Campbell Megan Jenner, CFA Nina Redfern