MONEY MANAGEMENT

MONEY MANAGEMENT

ONLINE BUSINESS CARDS MONEY MANAGEMENT ACTIVE FIXED INCOME MANAGER

Luke Bouris

Smarter Money Investments

luke.bouris@smitrust.com.au

+61 414 549 400

MAP: Smarter Money Investments

Smarter Money Investments Pty Ltd (SMI) is a leading independent, active fixed-income manager established in 2011 by Christopher Joye, Darren Harvey and their team of portfolio managers and analysts, which sub-manage all of SMI’s funds via Coolabah Capital Investments Pty Ltd. In 2016 SMI was a finalist for /Lonsec’s “emerging fund manager of the year” award. SMI’s first active short-term fixed-interest solution, called the Smarter Money Fund (Active Cash strategy) (SMAC), was launched in February 2012 and has consistently outperformed peers and alternatives with a 5 Star Morningstar risk-adjusted return rating for its 3 year and 5 year performance. SMI’s second active credit solution, called the Smarter Money Higher Income (SMHI) strategy, was publicly launched on 1 October 2014 and has likewise delivered superior returns. SMI’s third strategy, called the Long Short Credit Fund, was launched on 1 September 2017, and is an absolute return, fixed-income hedge targeting returns of 7% to 9% pa with low volatility