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Copia signs distribution agreement with Mutual Limited

Copia Investment Partners has announced an Australian distribution partnership with Mutual Limited, an independently owned Melbourne-based cash, credit and fixed income investment manager with $2.5 billion in assets under management. Under the agreement, Copia will distribute Mutual Limited’s Mutual Cash, Mutual Income, Mutual Credit and Mutual High Yield Funds.

Mutual Limited was established in 2010 with its primary focus on credit and fixed interest (government, bank, corporate, structured and debt origination). The product offerings range from very conservative through to higher yield, catering for diversified investor return profiles. All products aim to deliver capital stability with varying levels of income through investing across a suite of defensive assets.

Sam Baillieu, Chief Executive Officer of Copia said “We’re delighted to partner with a highly credentialed investment manager like Mutual Limited which has built a solid track record and trusted reputation over its 11-plus year history. In the current rising rate environment where investors may be repositioning their portfolios toward greater floating rate exposure and shorter interest rate duration, we believe Mutual Limited has a compelling and relevant suite of solutions to cater for different investor profiles.”

The partnership with Copia reflects the higher growth ambitions of Mutual Limited which over recent years has expanded its product offering and enhanced capability via key executive recruitment. Mutual Limited remains independently and majority owned by its founding directors and executives.

Wayne Buckingham, Managing Director of Mutual Limited said “We believe this is the right time to expand the distribution of our product offering and we believe Copia is the right partner to help us achieve this objective. Our purpose as a defensive asset manager is to offer investors a safe and predictable outcome, to provide regular income and stability in capital. We are proud of our track record working with our investors to provide defensive investment solutions that are liquid when required, as was the case through the Covid pandemic.”

The Mutual Cash, Mutual Income and Mutual Credit Funds are all rated ‘Recommended’ by Zenith. The Mutual High Yield Fund is rated 4 stars by SQM with representation across multiple platforms.

Copia now has seven investment partners: OC Funds Management (Australian small companies), Vertium Asset Management (Australian equity income), Chester Asset Management (high conviction Australian mid-cap), ECP Asset Management (high conviction growth Australian equities), Artisan Partners (global small and mid-cap equities), TT International (global equity environmental impact) and Mutual Limited (cash, credit and fixed income).

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This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) and Mutual Limited (“Mutual”) ABN 42 010 338 324, AFSL 230347), the Responsible Entity and issuer of the Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund and Mutual High Yield Fund. This document provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary. The information in this document does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to in this document, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia Investment Partners Limited publishes information in this document that is, to the best of its knowledge, current at the time and Copia is not liable for any direct or indirect losses attributable to omissions from the document, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions. © 2022 Copia Investment Partners Ltd.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned PRM0013AU June 2021; PRM8256AU August 2021; PRM0015AU June 2021) referred to in this piece constitute “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the suitability of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider, the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct a Product Assessment. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is suitable for a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to an investment product. SQM Research receives a fee from the Fund Manager for the research and rating of a managed investment scheme.


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