Established in 2009, Mutual Limited is an independently owned cash, credit, and fixed-income investment manager based in Australia.

We're focused on delivering 'security with performance' for conservative investors and the advisers who serve them. We manage funds for investors prudentially supervised or operating under regulated investment regimes - from IFAs and private wealth firms to family offices, licensee research teams and consultants.

As an active defensive asset manager, we focus on creditworthy securities, aiming to provide regular income, capital stability and dependable outcomes through cycles. Our guiding principles are clear: independence, transparent pricing and agendas, acting in investors’ best interests, and providing defensive investment solutions that complement multi-asset portfolios.

Our fund types include: 
▪️Mutual Cash Fund - a low-volatility pool of Big 4 bank deposits + cash, designed for capital security, daily liquidity + returns above the AusBond Bank Bill Index + traditional cash alternatives.

▪️Mutual Income Fund - an enhanced cash strategy investing in ADI senior + Tier 2 debt, targeting a high level of capital preservation plus income + total return above cash over time.

▪️Mutual Credit Fund - a diversified portfolio of fixed interest credit across APRA-regulated entities, structured assets + corporates, with shorter credit duration + mostly floating-rate exposures to help cushion periods of market stress.

▪️Mutual High Yield Fund - an enhanced credit strategy with a core focus on structured credit, seeking higher income by taking carefully managed, predominantly investment-grade credit risk while actively managing duration and liquidity.

If you’re looking to solve for liquidity, income and capital stability in one place, explore how Mutual Limited’s defensive solutions can support your model portfolios, managed accounts and bespoke mandates.

Contact us for a discussion ➡️ https://linktr.ee/mutual_limited

Mutual Limited

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Mutual Limited

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