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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