investment management

mutual trust managed investment fund

Clients of Mutual Trust are invited to participate in the Mutual Trust Managed Investment Fund. This fund is registered by ASIC and is designed to give our clients access to the benefits of specialised fund managers whose products are not normally available to retail investors. Investors also enjoy the benefits of accessing a number of different management styles.

This fund’s approach to investing into the Australian share market focuses on protecting your assets in tougher market conditions whilst enjoying the rewards of stronger markets. The Mutual Trust Managed Investment Fund is a popular investment for clients who prefer to have their funds expertly managed and administered by our team.

mutual trust cash fund

Traditionally, clients of Mutual Trust have been keen investors in cash and cash-related financial products. In 2004, the Mutual Trust Cash Fund was established to take advantage of the combined balance of cash investments held by our clients. The Mutual Trust Cash Fund offers clients ready access to their cash whilst enjoying the benefits of high yielding cash investments.