Continuous disclosure
| Date | Disclosure |
| 30 November 2023 | Effective immediately, the Application form for the IML Funds has been updated to include a TMD questionnaire.
If mailing your application form, please note that the previous version of the PDF form will be accepted for a grace period up until 31 December 2023. |
| 26 October 2023 | The Target Market Determination (TMDs) have been updated for all IML Funds: Investors Mutual Australian Share Fund Investors Mutual All Industrials Share Fund Investors Mutual Concentrated Australian Share Fund Investors Mutual Concentrated Australian Share Fund (Quoted Managed Fund) Investors Mutual Australian Smaller Companies Fund Investors Mutual Small Cap Fund Investors Mutual Future Leaders Fund Investors Mutual Equity Income Fund Investors Mutual Private Portfolio Fund Key changes:
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| 1 August 2023 | The following documents have now been issued for the Investors Mutual Concentrated Australian Share Fund (Quoted Managed Fund) (APIR IML1283AU). The Quoted Managed Fund is a new class of units in the Concentrated Australian Share Fund and will trade on the ASX as IMLC. Product Disclosure Statement Target Market Determination |
| 4 July 2023 | The Product Disclosure Statement and Investment Guide for the Investors Mutual Concentrated Australian Share Fund (APIR IML0010AU) have been updated.
Key changes:
Please ensure you read the updated documents before investing in the Fund. |
| 31 March 2023 | Anton Tagliaferro IML Founder and Investment Director has retired as previously advised in September 2022.
Anton’s portfolio management responsibilities have been transitioned over a number of years as part of his succession plan. Final portfolio management responsibilities were handed over to existing IML portfolio managers on 31 March for: Investors Mutual Australian Share Fund |
| 20 December 2022 | The following documents have been issued for the IML Sustainable Future Fund which launched on 20 December 2022. Product Disclosure Statement Target Market Determination The IML Funds Investment Guide is also applicable for this Fund. |
| 20 December 2022 | Forms for the IML Funds have been updated: Application Form Change of Details Form Additional Investment Form Withdrawal Form Switch FormPlease note that the previous version of the forms will be accepted for a grace period up until 31 December 2022. |
| 13 December 2022 | Investors Mutual Limited (IML) has issued new Products Disclosure Statements and Investment Guide for all its Funds:
Investors Mutual Australian Share Fund Summary of notable changes The IML Funds Investment Guide includes new information about the environmental, social & governance considerations for all funds, and additional sustainable investment practices in relation to the IML Sustainable Future Fund. Product Disclosure Statements for all Funds have updated wording to better reflect the environmental, social & governance considerations for the Funds’ investments. The RG97 transaction costs have been updated for all Funds. |
| 13 December 2022 | The Target Market Determination (TMDs) have been updated for all IML Funds: Investors Mutual Australian Share Fund Investors Mutual All Industrials Share Fund Investors Mutual Concentrated Australian Share Fund Investors Mutual Australian Smaller Companies Fund Investors Mutual Small Cap Fund Investors Mutual Future Leaders Fund Investors Mutual Equity Income Fund Investors Mutual Private Portfolio FundThese have been reviewed in line with the mandatory review period and there are no significant changes to the TMDs. |
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