Concentrated Australian Share Fund
The Investors Mutual Concentrated Australian Share Fund provides exposure to an actively managed, concentrated portfolio of quality shares listed on the ASX. The Fund will aim to provide attractive investment opportunities for investors seeking medium to long term capital growth with income. The Fund applies IML’s conservative value based investment philosophy with a long term focus and aims to deliver consistent returns to clients.
Investors Mutual Concentrated Australian Share Fund
Hugh Giddy provides an introduction to the Investors Mutual Concentrated Australian Share Fund, the companies it invests in, the outcomes of the fund & how it differs from a stereotypical concentrated fund.
S&P/ASX 300 Accumulation Index
1 Sept 2010
145 759 879
10.25% (10% inclusive of the net effect of GST) of investment returns made in excess of 2% above the Benchmark.
0.993% p.a. of the net assets of the fund (includes GST)
The Fund aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the S&P/ASX 300 Accumulation Index on a rolling five year basis.
The Fund will invest in a concentrated portfolio of quality ASX listed Australian and New Zealand shares, where these shares are identified by our investment team as being undervalued.
Past performance is not indicative of future performance as a result past distributions are not indicative of future distributions.For more information please refer to our Distributions page
Ratings and Awards
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