Mutual Limited

  • Services:
  • Fund management
  • Address:
  • Level 6
    85 Queen Street
    Melbourne
    Victoria, 3000
  • Phone:
  • +61 3 8681 1900
  • Email:
  • Email this business
www.mutualltd.com.au

Business overview

"Mutual Limited is a conservative Melbourne based Fund Manager with over $1.7bn funds under management and advice. Mutual has established, and is Responsible Entity for, two registered managed investment schemes, MCTDF and MIF. Both funds comply with the Significant Investor Visa investment requirements.

MCTDF and MIF have been specifically designed for retail or wholesale investors and investor directed portfolio schemes (IDPS) and IDPS-like schemes.

MCTDF’s primary objective is to source and actively manage a portfolio of the best Term Deposits on offer by the Major Australian Banks with small Cash and Bank Bill holdings to provide Fund liquidity.

MIF’s primary objective is to source and actively manage a portfolio of the best Term Deposits and Debt Instruments on offer by Australian ADIs with a bias toward those issued by the Major Australian Banks. Mutual manages interest rate duration by investing in assets that reset their base interest rate frequently, i.e. 90-180 days.

Both MCTDF and MIF offer high capital security with low volatility and their returns, managed by our experienced investment specialists, consistently outperform Cash Management Trusts and the UBS Bank Bill Index.

Both Funds have already received investments from SIV Investors."