Future Leaders Fund
The Investors Mutual Future Leaders Fund provides exposure to an actively managed portfolio of quality shares outside the Top 50, 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.
IML's Small and Mid Cap Funds
Simon provides an introduction to the IML Small Cap Funds and how they differentiate from each other
Morningstar reviews the IML Future Leaders Fund
Morningstar Australasia's Senior Analyst Michael Malseed reviews the IML Future Leaders Fund and discusses why it has received a Morningstar Bronze rating
Simon Conn & Marc Whittaker
S&P/ASX 300 Accumulation Index (ex. S&P/ASX50, ex LPT)
1 May 2002
093 182 828
15.375% (15% inclusive of the net effect of GST) of the change in value of the Redemption Price that exceeds the change in the value of the Fund’s 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 (ex. S&P/ASX50, ex LPT) on a rolling four year basis.
The Fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by our investment team as being undervalued.
For more information please refer to our Distributions page
Past performance is not indicative of future performance as a result past distributions are not indicative of future distributions.
Ratings and Awards
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