The Fund provides investors with a convenient alternative to direct ownership of hybrids by offering access to a professionally managed, diversified portfolio of hybrid securities
Invests in an actively managed portfolio of hyb rid securities, bonds and cash.
If the hybrids market is assessed to be overvalued or to present a heightened risk of capital loss, the Fund can allocate more of the portfolio to lower risk securities.
A complement or substitute to an existing direct hybrids portfolio offering greater portfolio diversification and risk management.
A core portfolio allocation providing attractive, tax-efficient income, a relatively high level of capital stability and diversification benefits.
Fund’s investment manager is Coolabah Capital Institutional Investments (“CCI”), one of the largest independent active-fixed income specialists in Australia.