Product Disclosure Statements (PDS):

Investors Mutual Australian Share Fund
Investors Mutual Equity Income Fund
Investors Mutual All Industrials Share Fund
Investors Mutual Concentrated Australian Share Fund
Investors Mutual Future Leaders Fund
Investors Mutual Australian Smaller Companies Fund
Investors Mutual Small Cap Fund
Investors Mutual Private Portfolio Fund
Investors Mutual Concentrated Australian Share Fund – Active ETF

Summary of notable changes

• The RG97 transaction costs have been updated for all Funds.
• Business address details for IML are updated
• APIR IML1283AU – in accordance with recent updates to the AQUA Rules governing the naming convention of the quoted classes of units, the fund name is now Investors Mutual Concentrated Australian Share Fund – Active ETF

The registered address for Investors Mutual Limited the responsible entity and investment manager for the IML Funds has changed. New address details below 

Investors Mutual Limited 

Suite 15.01, Level 15, 39 Martin Place,  

Sydney NSW 2000 

The postal address remains unchanged. See the Contact Us page for details.

Application Form
Additional Investment Form
Switch Form
Redemption Form

If mailing your form, please note that the previous version of the PDF form will be accepted for a grace period up until 30 August 2024.

Effective from 30 April 2024, Bell Gully’s Registered Office in New Zealand as stated in the IML PDSs and Investment Guides has changed to:

Deloitte Centre
Level 5, 1 Queen Street,
Auckland 1010
New Zealand