Attractive predictable income. Disciplined real estate investment.
The Mutual Income Fund is a portfolio of debt instruments issued by the major Australian banks and other Australian Authorised Deposit-taking Institutions (ADIs).
A diversified Australian fixed interest fund designed to align with specific personal and social values, without compromising on long-term returns.
The Fund provides a reliable income stream by investing in high quality fixed income securities.
The Fund aims to achieve positive returns in rising and falling markets as well as above the Fund Benchmark by identifying opportunities that offer attractive risk-adjusted returns.
The Fund has an absolute return focus and aims to provide clients with a regular income stream by investing in a diversified portfolio of primarily, investment grade, Australasian fixed income credit assets.
The Fund invests in capital securities issued by major Australian Banks, and Australian Bonds, providing clients with attractive and regular income distributions whilst providing low capital volatility. (Wholesale investors only)
