SMI is a subsidiary of 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 valuation techniques and relentless due diligence. CCI runs circa $3bn in AUM for mainly institutional clients.
Smarter Money Investments Pty Ltd (SMI) is a subsidiary of Coolabah Capital Investments (CCI), which is a leading independent, active fixed-income manager established in 2011 with circa $3bn in AUM 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 14 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. In 2019 CCI was nominated as a finalist for the “Best Emerging Manager” at the Australian Alternative Investment Awards. 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. These products are rated by Lonsec, Mercer, Australia Ratings, and Atchison, with specific ratings and reports available on request.
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 #001277030 of EQT Responsible Entity Services Ltd that holds Australian Financial Services Licence No. 223271.