How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
<span class="text-size-xxsmall">The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.</span>
Themes & Issues
Society
High scoring ESG companies
Included
Armaments
Fully avoided
Fossil fuels
Fully avoided
Pornography
Fully avoided
Tobacco
Fully avoided
Gambling
Partially avoided
Environment
High scoring ESG companies
Included
Armaments
Fully avoided
Fossil fuels
Fully avoided
Pornography
Fully avoided
Tobacco
Fully avoided
Gambling
Partially avoided
<span class="text-size-xxsmall">For RIAA’s definitions of the themes included and issues avoided, please view this guide. Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.</span>
Overview
Description
The Smarter Money Fund (SMF) harnesses CCI’s management team of over 30 executives to actively exploit mispricings in cash and bond markets to generate daily liquidity returns that exceed a target of the RBA cash rate plus 1% to 2% p.a. after all fees, with a weighted average A+ credit rating and near-zero interest rate duration risk.
Coolabah Capital Investments will disclose full portfolio holdings on a six-monthly basis with a maximum 90-day lag to the RIAA RI certification team to demonstrate compliance with the product specifications.
As an active trader of liquid investment grade fixed income in Australia, Coolabah Capital Investments is eligible to forgo public disclosure of holdings as such disclosures would impact CCI’s competitive position.
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Themes & Issues
1
themes included
4
issues fully avoided
0
issues mostly avoided
1
issues partially avoided
Product Targets
Wholesale
Retail
Institutional
Certified Since
2022
Last date certified
November 9, 2023
Primary RI Strategy
ESG Integration
Secondary RI Strategy
Negative Screening