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Fund manager

Coolabah

Coolabah Capital Investments

Australian active-credit specialist with composite bond, floating-rate and long-short credit PIE funds for NZ investors.

Funds tracked
4
Headquarters
Sydney
Coolabah websiteRead the Coolabah review →

Peer managers

Other NZ managers in International FI

Scheme governance

Audit, trustee, history

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

4 funds
Coolabah Active Composite Bond PIE Fund
Fee
0.76%
Risk
4/7
PIE · capped at PIR (max 28%)conservative
Coolabah Global Floating-Rate High Yield PIE Fund
Fee
1.00%
Risk
2/7
PIE · capped at PIR (max 28%)balanced
Coolabah Long-Short Credit PIE Fund
Fee
1.76%
Risk
3/7
PIE · capped at PIR (max 28%)balanced
Coolabah Short Term Income PIE Fund
Fee
0.67%
Risk
2/7
PIE · capped at PIR (max 28%)conservative

Questions about Coolabah

How many managed funds does Coolabah offer in New Zealand?▾

Coolabah runs 4 retail managed funds available to New Zealand investors, across 1 asset class: International Fixed Interest. Counts are taken from the FMA Disclose register.

What does Coolabah charge?▾

Annual fund charges across Coolabah's 4 funds with published data range from 0.67% to 1.76% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Coolabah a licensed fund manager in New Zealand?▾

Coolabah operates in New Zealand as Coolabah Capital Investments. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Coolabah's funds PIEs?▾

4 of Coolabah's 4 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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