Coolabah Global Carbon Leaders Institutional - Managed Fund

Fund Objective

The Fund offers an active fixed-income strategy primarily focused on mispricings in liquid, investment-grade bond markets with the aim of seeking positive environmental outcomes by investing a portion of the portfolio in green, sustainable, or sustainability-linked bonds and bonds of Carbon Leaders.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.34%	0.28%	-%	-%	-%	-%	-%	-%
Growth return	-0.24%	0.59%	-%	-%	-%	-%	-%	-%
Income return	-0.1%	-0.31%	-%	-%	-%	-%	-%	-%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return	-0.23%	0.69%	1.72%	4.42%	3.32%	3.98%	-0.59%	1.95%

As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Fixed Interest: 92.61%

Australian Equities: 0.04%

International Equities: -0.16%

Cash: 4.86%

Property & Infrastructure: 0.27%

Alternatives: 2.37%

General Information

Fund Details

Type	Description
Fund Name	Coolabah Global Carbon Leaders Institutional
APIR Code	ETL9447AU
Sector/Asset Class	Diversified Credit
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	1 Dec 2025
Fund Size	n/a
Entry Price	$1.0018 (as at 20 Apr 2026)
Exit Price	$1.0013 (as at 20 Apr 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.24% (as at 24 Nov 2025)
Minimum initial investment	$1,000.00
Minimum additional investments	$1,000.00

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FAQs about the Coolabah Global Carbon Leaders Institutional

What is the objective of the Coolabah Global Carbon Leaders Institutional managed fund?

The objective of the Coolabah Global Carbon Leaders Institutional managed fund is The Fund offers an active fixed-income strategy primarily focused on mispricings in liquid, investment-grade bond markets with the aim of seeking positive environmental outcomes by investing a portion of the portfolio in green, sustainable, or sustainability-linked bonds and bonds of Carbon Leaders.

What is the strategy for the Coolabah Global Carbon Leaders Institutional managed fund?

The strategy of the Coolabah Global Carbon Leaders Institutional managed fund is The Fund offers an active fixed-income strategy primarily focused on mispricings in liquid, investment-grade bond markets with the aim of seeking positive environmental outcomes by investing a portion of the portfolio in green, sustainable, or sustainability-linked bonds and bonds of Carbon Leaders.

What is the APIR code of the Coolabah Global Carbon Leaders Institutional managed fund?

The APIR code of the Coolabah Global Carbon Leaders Institutional managed fund is ETL9447AU.

What was Coolabah Global Carbon Leaders Institutional’s total return last month?

Coolabah Global Carbon Leaders Institutional’s total return last month was -0.34%. This was made up of a growth return of -0.24% and an income return of -0.1%. These returns were calculated as at 31 Mar 2026.

What was Coolabah Global Carbon Leaders Institutional’s total return for the last three months?

Coolabah Global Carbon Leaders Institutional’s total return for the last three months was 0.28%. This was made up of a growth return of 0.59% and an income return of -0.31%%. These returns were calculated as at 31 Mar 2026.

What is Coolabah Global Carbon Leaders Institutional’s one-year total return?

Coolabah Global Carbon Leaders Institutional’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2026.

What is Coolabah Global Carbon Leaders Institutional’s three-year total return?

Coolabah Global Carbon Leaders Institutional’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2026.

What is the asset allocation of the Coolabah Global Carbon Leaders Institutional managed fund?

The asset allocation of the Coolabah Global Carbon Leaders Institutional managed fund is :

Fixed Interest: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Alternatives: 0%

What sector/asset class does the Coolabah Global Carbon Leaders Institutional managed fund belong to?

The Coolabah Global Carbon Leaders Institutional managed fund belongs to the Diversified Credit sector/asset class.

What is the size of the Coolabah Global Carbon Leaders Institutional managed fund?

As at , the size of the Coolabah Global Carbon Leaders Institutional managed fund was $ million.

What is the inception date of the Coolabah Global Carbon Leaders Institutional managed fund?

The Coolabah Global Carbon Leaders Institutional managed fund has an inception date of 1 Dec 2025.

What is the current entry price of the Coolabah Global Carbon Leaders Institutional managed fund?

The current entry price of the Coolabah Global Carbon Leaders Institutional managed fund is $1.0018 per unit and the current exit price is $1.0013 per unit (as at 20 Apr 2026).

What is the current exit price of the Coolabah Global Carbon Leaders Institutional managed fund?

The current exit price of the Coolabah Global Carbon Leaders Institutional managed fund is $1.0013 per unit and the current entry price is $1.0018 per unit (as at 20 Apr 2026).

What is the minimum investment amount for the Coolabah Global Carbon Leaders Institutional managed fund?

The minimum initial investment amount for the Coolabah Global Carbon Leaders Institutional managed fund is $1,000. Minimum additional investment is $1000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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