How to invest

IML's quality and value approach to investing aims to deliver consistent returns for clients over the long-term. Investors can access IML's investment approach via our eight managed funds and QV Equities, a Listed Investment Company managed by IML which is traded on the Australian Stock Exchange.

IMPORTANT NOTE: On 30 November 2020, Investors Mutual Limited (IML), will change our custodian and administrator, including our unit registry service provider, to Citigroup Pty Ltd.  New forms will be issued and from 3pm Friday 27th November the old forms will no longer be accepted. If you require an advance copy of the new forms please Contact Us

Before you start

If you are interested in investing in one of our products we recommend you speak to your financial adviser. Your financial adviser can provide guidance based on your financial needs to determine whether an investment is suitable.

IML's Funds are available on most leading platforms. Please contact contact your state representative for more information. To invest in the Funds directly, please read IML's Financial Services Guide and follow the steps below. Please contact us if you have any questions.

The minimum initial investment in the Funds directly is A$50,000. Additional investments must be for a minimum of A$5,000.

New investors

Step 1: PDS & Investment Guide

If you are interested in investing directly with us it is important that you carefully read the relevant Product Disclosure Statement (PDS) and, where applicable, the IML Investment Guide (all Funds excluding the Investors Mutual Private Portfolio Fund). To ensure you understand how the Fund works and the risks involved, you should consider the information contained in the relevant documents before deciding whether to invest and before lodging an application for units in any of the Funds.    

Please note that this document forms part of the PDS for all Funds (excluding the Investors Mutual Private Portfolio Fund) and needs to be referred to in conjunction with the IML PDS’s.

Product Disclosure Statements

Step 2: Application Forms

Please note this form is applicable to all IML Funds.

To proceed, please complete the application form either electronically or in print in accordance with the instructions in “Completing the Application Form” (page 2) and provide the supporting identification documents required for your application, as required under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 of Australia.

Please complete the FATCA form if you fall under the Foreign Account Tax Compliance Act:

Step 3: Send

Please print and provide all relevant identification documents as indicated duly certified. We cannot accept applications without these documents.

Please send the completed form to:

RBC Investor Services Trust – Registry Operations

GPO Box 4471 Sydney NSW 2001 Australia

Step 4: Payment Options

For payment by cheque:

Cheques should be made payable to:

RBC IS AN IML Apps a/c <Name of Investor> and sent together with the completed application form to:

RBC Investor Services Trust – Registry Operations

GPO Box 4471
Sydney NSW 2001


For payment by direct credit:

Payment should be credited to the following account:

Bank: ANZ Banking Group

BSB: 012/003

Account Name: RBC IS AN IML Apps a/c

<Name of Investor>

Account Number: 837 194 679

Existing investors

Additional Investment

An additional investment may be made at any time. The minimum additional investment amount is $5,000.

For additional investments, complete the Additional Investment Form which is found above. IML will also accept a completed application form or a written instruction. Additional application requests and cleared application monies must be received before 3.00pm (or 4.00pm where applicable) AEST on a Business Day in Sydney, Australia to be processed with the unit price calculated for that Business Day. A buy-sell spread will apply. You can send your additional application request by mail or facsimile to +61 2 8262 5492. 

Additional Forms

Continuous Disclosure & Regulatory Notices

Click here for details.

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