Pacific Coolabah Global Active Credit Class Z GBP Hedged Accumulation

The fund aims to achieve a return in excess of global corporate bond markets by primarily investing in global investment grade corporate debt securities and government or sovereign bonds, using derivatives where appropriate.

The fund is actively managed and does not track any benchmark, investing in bonds, fixed income instruments, and other debt instruments, including government bonds, local authority bonds, municipal bonds, covered bonds, and bonds issued by government-sponsored enterprises and public international authorities. It may also invest in corporate bonds, contingent convertible bonds, hybrid securities, convertible bonds, preference shares, asset-backed securities, and mortgage-backed securities. The fund may use repurchase agreements, reverse-repurchase agreements, and securities lending transactions, and may invest in equity derivatives for hedging purposes.

Investors should be aware that the fund may use leverage of between 200% and 700% of NAV, and may invest in sub-investment grade bonds up to 15% of NAV. The fund's investment strategy involves active asset allocation between cash and debt securities, and it may invest in collective investment schemes, including ETFs. Additionally, the fund is suitable for investors who can afford to set aside capital for a medium to long-term investment of typically 5 years, as income from investments is not distributed but retained in the fund.

https://www.pacificam.co.uk/core-capabilities/global-active-credit/