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Governance

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Mutual Limited is an Australian, independently owned Investment Management Company and holds Australian Financial Services Licence No 230347, which permits it to act as a responsible entity for retail managed investment schemes and as a trustee for wholesale schemes.
Mutual has the following registered managed investment schemes, each established by a constitution registered with the Australian Securities & Investments Commission and offered through a product disclosure statement:
 
•    MCTDF (Mutual Cash Fund)
•    MIF (Mutual Income Fund)
•    Mutual Credit Fund
•    Mutual High Yield Fund


Copies of the scheme constitutions are available on request.

Mutual has in-house Risk and to help it to meet its legal and regulatory obligations, and is audited annually KPMG, who audit both Mutual Limited and its registered schemes.  KPMG also complete SIV certification services for our Funds.
 

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Mutual Limited

Level 17 447 Collins Street

Melbourne Vic 3000

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+61 3 8681 1900

+61 413 465 207

 

 mutual@mutualltd.com.au

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.

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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.

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© 2023 Mutual Limited | In partnership with Copia
 

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