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SMI delegates investment management to Coolabah Capital Investments (CCI), which has a proven track-record of delivering superior risk-adjusted returns in fixed income through bottom-up & top-down quantitative pricing and relentless qualitative due diligence. CCI runs over $2.3bn for mainly institutional clients.

Smarter Money Investments Pty Ltd (SMI) delegates all investment management responsibilities to Coolabah Capital Investments (CCI), which is a leading independent, active fixed-income manager established in 2011 with more than $2.3bn in FUM for mainly institutional clients. 

CCI's comparative advantages are in active cash management, active bond selection, top-down and bottom-up quantitative asset pricing and related research, qualitative due diligence, and minimising credit and interest rate duration risks.

CCI believes that there is a significant role for liquid active cash and low duration fixed-interest (credit) to play in both individual and institutional portfolios. This is particularly true in a world where interest rates are near record lows and duration risks have elevated to all-time highs.

CC's four portfolio managers have decades of fixed-interest trading and research experience and are augmented by an institutional-sized research capability comprising eight analysts that focus on quant research, credit research, and intensive qualitative due diligence. The team's investment philosophy fuses both bottom-up and top-down quantitative valuation methods with intensive qualitative due diligence.

CCI currently runs 10 different fixed-income strategies for mainly institutional customers. In 2016 SMI was a finalist for Money Management/Lonsec’s “emerging fund manager of the year” award. SMI's first active short-term fixed-interest solution, called the Smarter Money Fund (Active Cash strategy) (SMAC), was launched in February 2012. SMI's second active credit solution, called the Smarter Money Higher Income (SMHI) strategy, was publicly launched on 1 October 2014. SMI's third strategy, called the Long Short Credit Fund, was launched on 1 September 2017, and is an absolute return, fixed-income hedge fund.

 

Note: Past performance does not assure future returns. Returns are shown after all fund fees. 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 Smarter Money Investments Pty Ltd. 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. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The Product Disclosure Statement (PDS) for the funds should be considered before deciding whether to acquire or hold units in it. A PDS for these products can be obtained by visiting www.smitrust.com.au. Neither SMI nor its respective shareholders, directors and associated businesses assume any liability to investors in connection with any investment in the funds, or guarantees the performance of any obligations to investors, the performance of the funds or any particular rate of return. The repayment of capital is not guaranteed. Investments in the funds are not deposits or liabilities of any of the abovementioned parties, nor of any Authorised Deposit-taking Institution. The funds are subject to investment risks, which could include delays in repayment and/or loss of income and capital invested. Past performance is not an indicator of nor assures any future returns or risks. Smarter Money Investments Pty Limited (ACN 153 555 867) is authorised representative #000414337 of Coolabah Capital Institutional Investments Pty Ltd, which holds Australian Financial Services Licence No. 482238 and authorised representative #414337 of ExchangeIQ Advisory Group Pty Limited that holds Australian Financial Services Licence No. 255016.

Lonsec Disclaimer: The Lonsec Rating (assigned April 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Smarter Monday Investments product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website.