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IML has been named by Morningstar Australia as a 2024 finalist for Fund Manager of the Year – Domestic Equities – Small Caps (for the Investors Mutual Small Cap and Investors Mutual Future Leaders Funds).

Acknowledging the finalist announcement Senior Portfolio Manager Simon Conn said

“This is a fantastic accolade for our small-mid cap team and we are very grateful to Morningstar for the nomination. It is humbling to again be nominated, and to receive recognition of our disciplined ‘quality and value’ approach to investing. The strong gains recorded by many small caps, and heightened level of takeovers in the small and mid cap sector over 2023, was of no surprise to us given the attractive valuations on offer in this sector of the market. We believe the current small cap market continues to offer investors many attractively priced opportunities.”

The nomination includes the Investors Mutual Small Cap Fund and Investors Mutual Future Leaders Fund.

Good luck to IML’s small and mid cap team – and all the finalists!

Find out more about IML’s small and mid cap funds.

Morningstar Awards 2024 (c). Morningstar, Inc. All Rights Reserved. Investors Mutual Small Cap and Investors Mutual Future Leaders as 2024 Finalist for Fund Manager of the Year – Domestic Equities – Small Caps, Australia

Jason Guthrie & Bruce Du
Michael, Tuan, Lucas, Simon of IML with Money Management finalist badges
Louise Watson and Daniel Moore
IML May Webinars Q1 2024

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