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ESG & Responsible Investing

At Mutual, we recognise the importance of ESG.

In the world of funds management, Environmental, Social, and Governance (ESG) factors have become increasingly vital. As investors seek not only financial returns but also positive impacts on society and the environment, integrating ESG considerations into investment strategies has become paramount. At Mutual, we recognise the importance of ESG.

Our Aim

Our aim is clear: to deliver sustainable and predictable investment benefits to all stakeholders while striving to be leaders in the fixed interest investment space. We have a minimum ESG criteria for both the portfolio and individual investments within the Funds, and assess these at least monthly and at the Investment Committee Level to ensure these standards are maintained and that ESG considerations are always known and monitored.

Our Commitment

The Principles for Responsible Investment (PRI) are a set of voluntary and aspirational principles aimed at integrating ESG factors into investment practices for a more sustainable financial system. As a proud signatory to the PRI, we are committed to adopting and implementing the principles, providing annual reports on our progress.

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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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