Floating Rate Notes: Defensive anchors in fixed income

For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end may have costly consequences. Fixed income investors don’t need to try their luck at catching.

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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

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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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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

Navigating Uncertainty: Where To From Here?

As we move through the early stages of 2025, I want to highlight a couple of broad themes I think will influence markets through the year.

Feb 46 min read

The End of Bank Hybrids: Filling the $43Billion Gap

Bank hybrids are set to die a slow and lingering death in the wake of APRA deeming the securities no longer fit for regulatory purpose.

Jan 244 min read

Monthly Fund Reports for November

The main event for November was the US Presidential Election outcome. It was a ‘Red Sweep’ for the Republicans, regaining control of the Sen

Dec 19, 20241 min read

Update on the market implications of Trump's re-election as US President

Scott Rundell, CIO of Mutual Limited, provides an update on the market implications of Donald Trump’s re-election as US President. Scott...

Nov 27, 20241 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.