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FMA-registered Managed Investment Scheme

Coolabah Investment Funds

Scheme number: SCH13148

Funds tracked
4
Brand manager
Coolabah
Legal issuer
Fundrock NZ Limited
FMA Disclose register · SCH13148 OFR13211 — Coolabah Investment Funds

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

4 funds
Coolabah Active Composite Bond PIE Fund
PIE · capped at PIR (max 28%) conservative
Coolabah Global Floating-Rate High Yield PIE Fund
PIE · capped at PIR (max 28%) balanced
Coolabah Long-Short Credit PIE Fund
PIE · capped at PIR (max 28%) balanced
Coolabah Short Term Income PIE Fund
PIE · capped at PIR (max 28%) conservative

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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