Mutual Cash Fund
The Mutual Cash Fund is a portfolio of the best Australian major bank term deposits with small cash holdings.
To outperform the Bloomberg AusBond Bank Bill Index and other similar cash management trusts
The Fund provides an actively managed portfolio of the best performing term deposits, offered by the big 4 banks, with small cash and NCD holdings to provide liquidity.
The Fund aims to provide positive outcomes for investors. It’s main focus is to capitalise on the competition between the big 4 banks to target capital security and net returns that outperform the Bloomberg AusBond Bank Bill Index and cash alternatives.
Security
The Fund only invests in authorised investments.
Diversification
The Fund will invest in a diversified range of issuers and maturities.
Income
Income is accrued on a daily basis and, paid quarterly (September, December, March and June) by reinvestment in additional units or payment in cash.
Access & liquidity
Redemptions are usually paid within 5 business days.
Income reinvestment
Income can be reinvested automatically.
Exposure to investment opportunities
Access to investment opportunities that individual investors may not be able to otherwise access.
Professional management
Access to a highly experienced investment management team with a proven track record in managing higher yielding fixed income portfolios.
Cash/ defensive 100%
Mutual Limited value transparency and integrity. We specialise in managing funds for investors that are either conservative, prudentially supervised or who operate subject to regulated investment regimes.
We act as Responsible Entity and Investment Manager for registered managed investment schemes we have established, specialising in cash, enhanced cash, credit and enhanced credit.
Wayne has over 20 years domestic and international market experience. Expertise in public funds, markets related dealing and private wealth creation. Previously he was a Director at ANZ – Private Wealth.
Brian has over 25 years investment experience. Specialisation in fixed interest portfolio management for government and not-for-profit organisations. Previously he was an Associate Director at ANZ.
Tyson has completed a Bachelor of Business and Commerce majoring in Accounting, Finance and Macroeconomics in 2012. Tyson has seven years’ experience in investments and funds management.
All figures as at 31 March 2022
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Tags
Published by Copia Investment Partners Ltd
FIXED INTERESTINVESTOR EDUCATION
SHARESINVESTOR EDUCATION
INVESTMENT THEMESSHARES
Published by Copia Investment Partners Ltd
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