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Floating Rate Notes: Defensive anchors in fixed income

For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end may have costly consequences. Fixed income investors don’t need to try their luck at catching.

Our cash and fixed income funds are designed to suit a range of investor return and risk objectives.

Cash

Low risk, targets 0.50% p.a.* above Bank Bills

Income

Low to medium risk, targets 1.20% p.a.* above Bank Bills

Credit

Low to medium risk, targets 2.20% p.a.* above Bank Bills

High Yield

Medium risk, targets 4.50% p.a.* above Bank Bills

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Keep up to date with our funds and get the latest insights from the team.

Image by Jason Dent

No more lock up:
Term deposits
without the term

The Mutual Cash Fund invests in a pool of Big 4 bank deposits providing at call access.

Bonds Vs Equities:
Stacking up your risk

One of the most compelling ways to understand your investment risk is to measure where you stand in a company’s capital structure if it enters troubled waters.

Copia Investment Partners is proud to be the exclusive distributor of Mutual Limited, providing distribution, client servicing and marketing support.

*Performance targets for the Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund and the Mutual High Yield Fund are expressed per annum and after fees.

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