InvestmentMarkets Investor Webinar March 2024
With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook in the next year for the Australian income investor? In this session Mutual Limited will provide a guide to fixed income and credit markets, and what drives the returns that investors can expect to receive from holding anything from bank deposits, bonds and floating rate notes. This presentation will cover: 1. A 101 guide to bonds, floating rate notes and mortgage back securities, and how they can be used by investors seeking income; 2. The different between fixed and floating rate bonds; 3. How the economic environment is likely to impact fixed income and credit portfolios in the next year; and 4. Portfolio opportunities with different types of fixed income and credit securities, noting their risk and return profiles
The Mutual Cash Fund (MCTDF) is a low cost managed fund investing in Big 4 bank deposits and cash. Scott Rundell is the Chief Investment Officer at Mutual Limited, he has over 25 years’ of financial markets experience, specialising in fixed income investment strategy, portfolio management, fundamental credit analysis, and relative value analysis.
STATUTORY STATEMENT
The issuer of Mutual Cash Fund and Mutual Income Fund is Mutual Limited, ABN 42 010 338 324, AFSL 230347. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://www.mutualltd.com.au/. Prospective investors should consider the PDS before deciding to acquire the product.
Disclaimer
- • The presentations made during this seminar are for informational and promotional purposes only.
- • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
- • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
- • All securities and financial products involve risks.
- • Past performance of any product is not a reliable indication of future performance.
- • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
- • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
- • These presentations were made as at 19-21 March, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.
