The $43 Billion Gap

APRA’s phase-out of bank hybrids is reshaping the income investing landscape. Here’s how to stay ahead.

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Our cash and fixed income funds are designed to suit a range of investor return and risk objectives.

Cash

Low risk, targets 0.50% p.a.* above Bank Bills

Monthly news and performance straight to your inbox

Keep up to date with our funds and get the latest insights from the team.

No more lock up:
Term deposits
without the term

The Mutual Cash Fund invests in a pool of Big 4 bank deposits providing at call access.

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Bonds Vs Equities:
Stacking up your risk

One of the most compelling ways to understand your investment risk is to measure where you stand in a company’s capital structure if it enters troubled waters.

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Mutual Limited is a finalist for the 2025 Zenith Fund Awards: Australian Fixed Interest

We’re honoured to be named a finalist in the 2025 Zenith Fund Awards, in the Australian Fixed Interest category. This recognition...

Sep 31 min read

Yield Without Whiplash

Scott Rundell, CIO of Mutual Limited, addresses the income challenge faced by retirees, noting the volatility of bank stocks despite...

Aug 41 min read

Floating over the chaos: Why FRNs may be the quiet achiever of the capital markets

Amid the resurgence of market volatility from US President Trump’s tariff threats, broader policy uncertainty, and elevated equity market...

Jun 203 min read

Monthly Fund Reports for May 2025

After an extremely volatile April, the month of May proved somewhat tame by comparison. While tariff uncertainty persists, risk appetite for the main part was constructive. There were the occasional tariff spot fires, such as Trump announcing a 50% tariff on European goods, but they were promptly paused pending further negotiations.

Jun 121 min read

Liquid Alternatives to Private Credit

Mani from Copia sits down with Wayne Buckingham, Managing Director of Mutual Limited, to discuss the rising interest in credit and...

Feb 251 min read

Copia Investment Partners is proud to be the exclusive distributor of Mutual Limited, providing distribution, client servicing and marketing support.

*Performance targets for the Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund and the Mutual High Yield Fund are expressed per annum and after fees.