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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.

Is this the last rate rise?

CIO Scott Rundell provides an update on the recent interest rate increase by the RBA


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Image by Jason Dent
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.

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.

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.

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