Coolabah Capital Investments

Manager Overview

Coolabah Capital Investments (CCI) is a leading active credit alpha manager that is responsible for managing numerous institutional mandates, the Smarter Money Investments' product suite, the Coolabah Active Composite Bond Fund (Hedge Fund) (CXA:FIXD) and the BetaShares Active Australian Hybrid ETF (ASX: HBRD). As at July 2021, CCI manages over $7 billion. CCI's edge is in "alpha" generation in liquid, high-grade credit in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or "beta"). This alpha is a function of the world-class analytical insights rendered by CCI's human capital, which includes over 30 executives with a long-term track-record of delivering prescient macro and quant insights.

Manager's responsible investing approach

Coolabah Capital Investments considers that environmental, social and governance factors are crucial inputs into its investment process and have potentially profound consequences for the performance of its investments. It is engaged with its target companies and relevant regulators and government stakeholders, dynamically evaluating the status of different ESG factors, and seeking to understand their future path. ESG is therefore a core part of both its quantitative and qualitative due diligence and wider investment process. Coolabah Capital Investments is cognisant of several benchmarks for assessing ESG issues and is a signatory of the UN-endorsed Principles for Responsible Investment. It actively monitors the development of such principles and their adoption by rating agencies and regulators.

Coolabah Capital Investments evaluates ESG research prepared by industry-leading external providers such as MSCI, Sustainalytics, S&P and Bloomberg when assessing a company's resilience to long-term, industry-material ESG risks. Insights provided by these providers assist Coolabah Capital Investments in identifying risks and opportunities that may not be captured by conventional financial analysis. Furthermore, Coolabah Capital Investments compiles the MSCI ESG risk rating for each of its exposures and targets a minimum portfolio MSCI ESG rating of "A".

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
Smarter Money Fund (SMAC)Smarter Money Fund (SMAC)	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Smarter Money Higher Income Fund (SMHI)Smarter Money Higher Income Fund (SMHI)	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Smarter Money Long Short Credit Fund (LSCF)Smarter Money Long Short Credit Fund (LSCF)	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

Smarter Money Long Short Credit Fund (LSCF)

Strategy Summary

The Smarter Money Long-Short Credit Fund (LSCF) is an absolute return fixed-income strategy focused on exploiting long and short mispricings in credit markets. It invests primarily in senior and subordinated bonds, hybrids and derivatives. The Fund targets holding the majority of its portfolio in investment-grade quality debt securities. The Fund aims to generate high absolute returns that have low-to-no correlation with equities, fixed-rate bonds and property markets, from relatively low risk and liquid investments.

Key Terms

Status:	Open	Inception Date:	Sep 2017
Strategy:	Credit	Style:	N/A
Geography:	Australia	Domicile:	Australia
Investors:	Wholesale & Retail	Min. Investment:	AU$1000
Mgmt. Fee:	1%	Perf. Fee:	20.5%

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