Information relating to financial year end 2023 is now available. If you have any questions, please contact our Client Services Team: P: 1800 442 129 or +61 3 9602 3199 E: clientservices@copiapartners.com.au Application and redemption processing on hold Applications and redemptions will not be processed until the distributions have been finalised The hold applies to any applications and redemptions placed after 2pm AEST on Friday, 30 June You can continue to submit applicatio

Mutual Limited today announced that the Mutual Wholesale Income strategy has been added to FirstChoice’s Investment and Super & Pension platform menus effective 22 May 2023. The strategy gains exposure to the Mutual Income Fund, which seeks to provide a reliable income stream and a high level of capital preservation by investing in a portfolio of Australian bank senior and subordinated floating rate notes, with a concentration to the Big 4 banks. The Fund is designed to provi

OC Funds Management is thrilled to announce the nomination of the OC Dynamic Equity Fund for the Money Management Fund Manager of the Year.

What happens if the US debt ceiling isn't increased or suspended?

We were pleased to be part of a panel discussion at the Lonsec 2023 Symposium, focusing on the merits of active and passive investing.

Mutual Limited CIO Scott Rundell discusses why the RBA hiked unexpectedly and what’s changed in their thinking. Scott also provides his view on whether more rate rises are coming.

Meteorologist. The only job where you can be wrong every day and still keep your job. — Willard Scott Meteorologists or weather people are inherently not trusted. They are extremely public figures that people rely on to make decisions every day about how the coming day/ week will prevail. It can be a tough gig. However similar to the analogy of weather people, as fund managers sometimes it can be challenging getting caught in the day to day weather patterns of the market. It

On the latest Talk Ya Book, Chris Judd welcomes back Scott Rundell from Mutual Limited.

Imagine being an executive at a car manufacturer with hundreds of millions of dollars in inventory when consumer demand is accelerating, but there is no way to fill orders due to an inability to get chips that might only cost $50. This is what was experienced during the pandemic. Automakers lowered their production estimates in the lockdown environment and canceled their semiconductor orders. Then car demand recovered, and automakers needed those cancelled orders. This “just-

The collapse of Silicon Valley Bank (‘SVB’) in the US and contagion effects represents ground zero for this saga and story of woe.

“There is a degree of caution as the RBA moves too hard, too fast” Mutual Limited CIO Scott Rundell answers the top questions financial advisers are likely to receive from clients concerned about interest rates rises. As the RBA hikes rates, Bank Bill Swap Rates (BBSW, a reference rate) move higher, often ahead of the RBA moves. All securities held in Mutual’s funds (except the Mutual Cash and Term Deposit Fund - MCTDF) are floating rate notes, whose coupons are set as a fi

Global inflation is running hot and Australian households have not been spared the pain. As at the end of December, consumer prices (‘CPI’)

“This is the most aggressive rate hike cycle in history” Mutual Limited CIO Scott Rundell answers the top questions financial advisers are likely to receive from clients concerned about interest rates rises, such as how investments may be impacted and where to from here? Scott also discusses why Mutual Limited Funds may be well positioned in this environment.

Having lived through a period of over-consumption are we now facing a consumption hangover? As the dust settles on another festive season the mind very quickly moves to the year ahead. Any portfolio manager will tell you that one’s portfolio is never far from the front of their mind. Even during this seasonally quieter period for company updates and broader news flow we at Chester approach 2023 with a healthy level of anxiety. As investors it is the sense of unease about the

In the latest episode of the Inside the Rope podcast, Rob Tucker joins Koda Capital Adviser & Partner David Clark for an in-depth chat about the Chester High Conviction Fund, as well as Rob’s outlook on current markets. Click here to listen.

Last month the world witnessed Lionel Messi lead Argentina to a famous World Cup victory in an air-conditioned stadium in the desert...