Services - Mutual Ltd

Our Investment Management and Advice services include:

Funds Management

• Responsible Entity and Investment Manager for registered managed investment schemes
• AFSL 230347

Investment Management

• Individually tailored investment solutions focussed on enhanced cash and credit strategies
• Specialist provider of regulatory compliant investment solutions for prudentially supervised entities
• Investment mandate construction and management for Family Office and High Net Worth investors seeking capital stable returns

Asset classes include:

• Cash and Term Deposits
• Bonds – Senior and Subordinated of APRA regulated ADIs
• Corporate Bonds
• Structured Credit
• Private Debt Placements
• Equities including listed debt

Direct Bonds

• Mutual provides access for investors to transact bonds directly in their name. Full ownership always remains with the investor.

• Investors have access to independently audited certificates across asset classes

• Clients have access to independently audited certificates for different asset classes, which Mutual can arrange.

• Assets settled in Austraclear include: cash, bank bills, fixed interest securities (government, semi government and corporate bonds) and foreign exchange

Contact Us

Office

Level 12
15 William Street Melbourne VIC 3000

Phone

+61 3 8681 1903
or +61 413 465 207

Email

mutual@mutualltd.com.au

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