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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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Mutual Limited

Level 17 447 Collins Street

Melbourne Vic 3000

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+61 3 8681 1900

+61 413 465 207

 

 mutual@mutualltd.com.au

DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully. The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

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Neither Mutual Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments. Mutual Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

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© 2023 Mutual Limited | In partnership with Copia
 

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