Significant Investor Visa

Significant Investor Visa (SIV) Applicants continue to invest in low risk Funds

  • Mutual Limited are leading the way for SIV Funds
  • Many SIV Applicants have chosen low-risk funds
  • Mutual specialises in offering low risk products to conservative investors
  • SIVs are not looking for high risk investments for their SIV funds

Mutual Limited is a conservative Melbourne based Fund Manager with over $2.5 billion Funds under Management and Advice.

Key features of the Funds are:

MCTDF (compliant for applications pre 30 June 2015)

  • Cash fund with no mark-to-market
  • 100% term deposits in big 4 banks – ANZ, CBA, NAB, WBC
  • Pricing certainty through term deposits with cash holdings for liquidity
  • Consistently performing at 0.70% above cash
  • Historical returns similar to a 6 month term deposit
  • No derivatives
  • No leverage
  • Extremely low risk of loss – big 4 banks only

MIF

  • Low duration fund with little interest rate risk
  • Exposure to debt of Australian banks only
  • 60% of exposures in big 4 banks – ANZ, CBA, NAB, WBC
  • Debt securities only – no hybrids and no franking
  • Consistently performing at 1.50% above cash
  • 100% record of positive quarterly returns
  • Consistent cash flows above benchmark
  • No derivatives
  • No leverage
  • Credit risk limited to Australian retail banks – we do not buy investment bank securities

Downloads
Click here for the MIF Factsheet (Mandarin) (PDF)

Mutual can be contacted on +613 8681 1900.