Mutual Income Fund A

PRM0015AU

Mutual Income Fund A PRM0015AU Strategy

Mutual’s investment process is based on using bottom-up fundamental analysis to determine the relative value and appropriateness of the various Australian bank bonds available within the market. The cornerstone of Mutual's investment philosophy is security with performance. The team's research process places its emphasis on mitigating downside risks by attempting to provide investors with a high level of capital preservation and outperforming the Bloomberg Index, while generating excess net cash returns to investors.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Sustainable funds in NZ buck global trends

16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
funds

Listed Investment Companies monthly performance: September 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,079.4038.00-0.42%
CAC 408,241.2485.011.04%
DAX 4024,381.46293.401.22%
Dow JONES (US)48,328.66400.700.84%
FTSE 1009,911.4211.820.12%
HKSE26,922.73226.320.85%
NASDAQ23,366.33101.97-0.43%
Nikkei 22551,063.31220.380.43%
NZX 50 Index13,671.7367.180.49%
S&P 5006,850.343.730.05%
S&P/ASX 2008,799.5036.50-0.41%
SSE Composite Index4,000.142.62-0.07%

Market Movers