Mutual Trust currently manages two pooled investment funds.  These funds provide access to investments that take advantage of Mutual Trust’s scale and investment methodology.

Cash Fund (MTCF)

Investment Objective
The MTCF aims to provide investors with security and a competitive rate of return through investment in a portfolio of appropriate interest bearing securities.

Investment Approach
The portfolio has a bias to short term bank issued or bank backed securities and will only hold securities that are realisable within 12 months.

Managed Investment Fund (MTMIF)

Investment Objective
The MTMIF aims to provide investors with a return made up of income and capital growth through exposure to equities and other markets.

Investment Approach
The MTMIF invests in a diversified portfolio of boutique investment managers’ funds, which will predominantly hold equity-based investments.