We’re excited to share that in its latest review, Lonsec has rated all Mutual Limited funds as “Recommended.”
The Mutual Income Fund, Mutual Credit Fund, and Mutual High Yield Fund each received ratings upgrades, joining the Mutual Cash Fund, which retained its Recommended rating.
Key Findings
Lonsec highlighted that all three upgraded funds “exhibited strong performance whilst achieving internal objectives and outperformance relative to the Lonsec peer group.”
In its report on the Mutual Income Fund, Lonsec noted, “The catalyst is the increased conviction in the team’s resourcing and process given its narrow investable universe of securities issued by Australian ADIs, and its ability to achieve the investment objectives consistently.”
Managing Director Wayne Buckingham commented:
"We are honoured by Lonsec's recognition of our funds' consistent performance and disciplined investment approach. These ratings reflect our team's dedication to delivering stable, high-performing investment options across the cash, credit, and fixed-income sectors."
About Mutual Limited
Founded in 2009, Mutual Limited is a proudly independent Australian investment manager specialising in cash, credit, and fixed income.
With a proven track record of performance and trustworthiness, Mutual is committed to serving investors, prudentially supervised entities, and those operating under regulated investment frameworks, providing the stability and expertise that discerning investors seek in today’s dynamic markets.
More Information
For more information or to obtain a copy of the reports, please contact the Copia Distribution Team.
DISCLAIMER
The rating issued October 2024 - APIR PRM0010AU, October 2024 - APIR PRM8256AU, October 2024 - APIR PRM8798AU, October 2024 - PRM0015AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
