Coolabah Capital Investments

Name

Coolabah Capital Investments

Legal name

Coolabah Capital Investments Pty Ltd

Website

https://coolabahcapital.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Active Fixed-Income Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Fixed Income Mutual Funds (FSAAAEAB)

Keywords

• Active fixed-income management
• Credit alpha strategies
• Floating-rate high yield
• Institutional bond mandates
• Fixed-income ETFs

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Funds Under Management (FUM) Fees: CCI generates revenue through management fees charged on over $17 billion in funds under management across institutional mandates, managed funds, and ETFs

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels4 records

Core offering

Coolabah Capital Investments (CCI) is a global active fixed-income manager that delivers active credit alpha across liquid, high-grade global credit and sovereign securities using 50-80 proprietary quantitative models and AI. The firm manages over $17 billion in funds under management through institutional mandates, listed ETFs on ASX and Cboe Australia, retail managed funds (via the wholly-owned Smarter Money Investments subsidiary), and NZ-domiciled PIE funds.

Product overview

Coolabah Capital Investments (CCI) is a leading global active fixed-income manager offering a diversified portfolio of investment products across Australian ETFs, managed funds, and institutional mandates. The core product architecture consists of: (1) actively managed ETFs listed on Cboe Australia and ASX including FIXD (Active Composite Bond), GFXD (Active Global Bond), YLDX (Global Floating Rate High Yield), CBNX (Global Carbon Leaders), and FRNS (Short Term Income), plus the BetaShares HBRD (Australian Hybrids); (2) a suite of managed funds spanning short-term income, floating-rate high yield, long-short credit, sovereign bonds, composite bonds, and global strategies; (3) institutional custom mandates; and (4) the Smarter Money Investments (SMI) sub-brand for retail offerings. CCI's differentiation lies in proprietary quantitative alpha generation using 50-80 models and AI to identify bond mispricings across liquid, high-grade global credit and sovereign securities.

Differentiator

Problem solved

Functional benefit

Brands

• Smarter Money Investments: Wholly-owned subsidiary operating retail fund management under the SMI brand, managing public offer strategies including the Smarter Money Fund and Smarter Money Higher Income Fund

Products and services

• Coolabah Active Composite Bond Complex ETF (CBOE: FIXD) An actively managed ETF providing exposure to composite bonds, transitioning from an institutional-only strategy to a publicly accessible quoted fund on Cboe Australia.
• Coolabah Active Global Bond Complex ETF (ASX: GFXD) An actively managed global bond ETF targeting 1% to 2% annual excess returns over the Bloomberg AusBond Composite 0+ Yr Index through active credit alpha strategies using 50-80 proprietary quant models and AI.
• Coolabah Global Floating-Rate High Yield Complex ETF (CBOE: YLDX) A floating-rate portfolio of bonds and hybrids issued by global banks and insurers yielding 6.6% p.a. before fees with an average A+ credit rating.
• Coolabah Global Carbon Leaders Complex ETF (CBOE: CBNX)

Quantifiable outcome

• Over $17 billion in FUM managed as of November 2025
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Smarter Money Investments Pty Ltd (SMI)coreStrategic or Co-development Partner · 1 September 2011CCI owns 100% of SMI, which represents CCI's SMI-branded public offer strategies. SMI launched its first Smarter Money strategy in February 2012 with $2m, followed by Smarter Money Higher Income strategy in October 2014.
• BetaSharescoreChannel Partner/ Reseller/ DistributorBetaShares manages the BetaShares Australian Hybrids Active ETF (ASX: HBRD) which CCI is responsible for managing. This full capital structure ETF was launched in August 2017.
• Apex Fund Services (previously Mainstream Fund Services)coreImplementation/ SI/ Consulting PartnerRegistry partner for Australian funds handling account related enquiries, statements, and online access. Contact: 1300 133 451, [email protected], GPO Box 4968, Sydney NSW 2001
• FundRock NZcoreImplementation/ SI/ Consulting PartnerRegistry partner for New Zealand PIE Strategies handling account and transaction related queries. Contact: +64 4999 654, [email protected], PO Box 25003, Wellington 6140, New Zealand
• Crusaders RugbyminorOthersCCI sponsors Crusaders Rugby team based in New Zealand
• Alice Robinson (Ski Racing)minorOthersCCI sponsors alpine skier Alice Robinson, a New Zealand athlete who became the most successful women's Alpine ski racer from outside Europe or North America with five World Cup victories
• Easts RugbyminorOthersCCI sponsors Easts Rugby club in Sydney, Australia
• War Lab / ASPIminorStrategic or Co-development PartnerCCI developed War Lab (predictingwar.com) with advanced quantitative models for predicting military conflicts. The research was featured in ASPI's The Strategist publication. Collaboration with experts including John Lee, Oriana Skylar Mastro, Rory Medcalf, and Ross Babbage.
• UK Financial Conduct Authority (FCA)coreOthersCoolabah Capital UK Ltd (CCUKL) is authorised and regulated by the FCA (Reference Number: 933016) as part of MIFIDPRU framework. The firm was authorised in December 2020.

Scale indicators7 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• PIMCO: PIMCO is the world's largest active fixed-income manager with a global credit and sovereign alpha franchise similar to CCI's, including active ETFs, institutional mandates, and wholesale funds. Direct functional analogue though substantially larger and more diversified.
• BlackRock (Fixed Income): BlackRock operates the iShares fixed-income ETF franchise plus massive active fixed-income mandates, overlapping with CCI's institutional mandates, ETFs, and credit alpha strategies. A broad incumbent whose iShares bond range competes with CCI's FIXD, GFXD, and YLDX products.
• Janus Henderson Investors: Janus Henderson is a global active asset manager with significant fixed-income capabilities including credit and global bond strategies, distributed through institutional, wholesale, and ETF channels. Closely comparable active credit and global bond franchise.
• Western Asset Management: Western Asset is a specialist active fixed-income manager focused on global credit and sovereign strategies, with institutional and wholesale distribution. Closely comparable pure-play active fixed-income business model.
• Schroders: Schroders is a global active asset manager with deep fixed-income, credit, and sustainable strategies across institutional, wholesale, and ETF channels. Comparable multi-region active credit capability and ESG/PRI positioning.
• Perpetual Limited (Asset Management): Perpetual is one of Australia's largest active fund managers with fixed-income, credit, and multi-asset strategies distributed to institutional and retail clients. Direct competitor for Australian super fund mandates and a benchmark reference for CCI's AusBond-tracking strategies.

Direct peers

• Plato Investment Management: Plato is an Australian active equity and fixed-income boutique affiliated with Pinnacle Investment Management (CCI's 38% shareholder). Closely comparable as a Pinnacle-affiliated boutique manager targeting Australian institutional clients with quantitative strategies.
• Auscap Asset Management: Auscap is an Australian boutique active long-short equity and credit manager distributed via institutional and wholesale channels. Comparable boutique scale, Pinnacle-adjacent distribution ecosystem, and Australian institutional focus.
• Nikko AM (NZ/Australia): Nikko AM operates active fixed-income and credit strategies across Australia and New Zealand, including NZ PIE structures. Directly comparable regional fixed-income manager with overlapping NZ retail/institutional footprint.
• BetaShares: BetaShares is CCI's distribution partner for the HBRD Australian Hybrids Active ETF and is itself a leading Australian ETF issuer with active fixed-income and credit products. Strategic partner and channel competitor across the Australian listed bond ETF market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coolabah Capital Investments