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Lonsec Disclaimer

​The rating issued October 2025 APIR PRM0010AU, October 2025 APIR PRM8256AU, October 2025 APIR PRM8798AU, and October 2025 APIR PRM0015AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
 

Zenith Disclaimer
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) ("Zenith") rating (assigned APIR PRM0010AU - June 2025, APIR PRM8256AU – June 2025, APIR PRM8798AU – June 2025 and APIR PRM0015AU – June 2025) referred to in this piece is limited to "General Advice" (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant products). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines 

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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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