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Lonsec recognises strong performance: All Mutual Limited Funds Rated "Recommended"


We’re excited to share that in its latest review, Lonsec has rated all Mutual Limited funds as “Recommended.”  


The Mutual Income Fund, Mutual Credit Fund, and Mutual High Yield Fund each received ratings upgrades, joining the Mutual Cash Fund, which retained its Recommended rating. 


Key Findings 


Lonsec highlighted that all three upgraded funds “exhibited strong performance whilst achieving internal objectives and outperformance relative to the Lonsec peer group.” 


In its report on the Mutual Income Fund, Lonsec noted, “The catalyst is the increased conviction in the team’s resourcing and process given its narrow investable universe of securities issued by Australian ADIs, and its ability to achieve the investment objectives consistently.” 


Managing Director Wayne Buckingham commented: 

"We are honoured by Lonsec's recognition of our funds' consistent performance and disciplined investment approach. These ratings reflect our team's dedication to delivering stable, high-performing investment options across the cash, credit, and fixed-income sectors." 


About Mutual Limited 


Founded in 2009, Mutual Limited is a proudly independent Australian investment manager specialising in cash, credit, and fixed income.

 

With a proven track record of performance and trustworthiness, Mutual is committed to serving investors, prudentially supervised entities, and those operating under regulated investment frameworks, providing the stability and expertise that discerning investors seek in today’s dynamic markets.


More Information


For more information or to obtain a copy of the reports, please contact the Copia Distribution Team.




DISCLAIMER

The rating issued October 2024 - APIR PRM0010AU, October 2024 - APIR PRM8256AU, October 2024 - APIR PRM8798AU, October 2024 - PRM0015AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (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. © 2024 Lonsec. All rights reserved.

 
 
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Mutual Cash Fund MCTDF

Mutual Income Fund

Mutual Credit Fund

Mutual High Yield Fund

Level 17, 447 Collins Street, Melbourne, Vic 3000

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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.

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.

© 2023 Mutual Limited | In partnership with Copia
 

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