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Security with          Performance

Established in 2009, Mutual Limited is a cash, credit and fixed income investment manager based in Australia and independently owned.

 

Mutual Limited is an active investment manager, with an investment approach that focuses on selecting securities that are considered creditworthy and offer the potential to deliver a reliable and safe return to investors. 


Mutual Limited has a long-term track record of performance and reliability across its investment strategies. We specialise in managing funds for investors that are either conservative, prudentially supervised or who operate subject to regulated investment regimes.

Our guiding principles

Independent

Transparent in pricing

Transparent in agenda

Acting in the investor's best interests

Providing defensive asset investment solutions

Our Journey
Partnership with Copia
Our purpose as a defensive asset manager is to offer investors a safe and predictable outcome, provide regular income and stability in capital.
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Wayne Buckingham, Managing Director

Partnership with Copia

 

We are proud to partner with Copia Investment Partners, an independent multi-boutique investment management group.

 

Copia provides resources and infrastructure to support our team, including distribution and marketing services, enabling us to focus on delivering our investors superior long-term solutions.

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Level 17, 447 Collins Street, Melbourne, VIC, 3000​

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Mutual Limited (AFSL No. 230347) is the issuer of interests in the Mutual Limited Funds.

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This information is provided for general comparison purposes only and is intended to assist investors and their advisers in evaluating financial products.  It does not constitute personal financial advice; any advice provided is of a general nature. Before investing in any products or services mentioned, please review the relevant Product Disclosure Statements (PDSs) and Target Market Determinations (TMDs) and seek professional financial advice to ensure suitability for your objectives, financial situation, or needs. Past performance is not necessarily indicative of future performance.  PDSs and TMDs for each fund are available at mutualltd.com.au.

The Mutual Limited Funds have been rated by external rating agencies, for further information relating to these agencies see here.

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© 2025 Mutual Limited | In partnership with Copia

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