Significant Investor Visa (SIV) – Balancing Investments
July 11, 2017
Balancing Investments for Significant Investor Visa (SIV)
Mutual Limited has successfully completed over $100 million of SIV applications, and offer MIF as a complying Balancing Investment for SIV purposes.
Mutual Limited is a conservative Melbourne based Fund Manager with $2.4bn FUM/A. Importantly, we manage our fund in order to ensure compliance to SIV investment guidelines and can provide investors with a monthly statement certifying the compliance of investments to all SIV guidelines.
Why is a certification important?
It is an investor’s obligation to ensure their Fund Manager invests only in complying investments, and should the Fund Manager invest outside the guidelines any SIV application will be deemed ineligible.
For this reason, Mutual will provide investors with confirmation their funds are invested in accordance to SIV guidelines.
MIF offers high capital security, with low volatility.
Returns consistently outperform cash management trusts and the Bloomberg AusBond Bank Bill Index.
Key features of the fund are:
• Australian bank debt securities only
• Minimum 40% with major banks
• Low volatility
• Short duration
• Targeting 1.50% to 2.00% above benchmarks
• No derivatives
Mutual can be contacted with the following details.
03 8681 1900
*All returns are pre-fees