On this page you can find the key documents for all IML funds.  Please contact us if you can’t find what you’re looking for.

Product disclosure documents

Please note the Investment Guide forms part of the Product Disclosure Statement (PDS) for all Funds excluding the Investors Mutual Private Portfolio Fund and the Concentrated Australian Share Fund (Quoted Managed Fund).

Target market determinations

Forms

Marc Whittaker, Tuan Luu, Lucas Goode, Simon Conn and finalist badges for Financial Newswire awards
IML named as dual finalist for Financial Newswire/SQM’s Fund Manager ...
Featuring Marc Whittaker, Tuan Luu, Lucas Goode & Simon Conn
IML's Private Portfolio Fund and Australian Smaller Companies Fund have bee...
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Curved rockface
The energy transition – invest in the shovels, not the holes
By Lucas Goode
Find out how Lucas Goode intends to play the Australian energy transition: ...
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Hugh Giddy and Jason Guthrie in front of sound wave
Large cap update – FY 2024
Featuring Hugh Giddy
Hugh Giddy discusses the 2024 financial year performance of IML’s large c...
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Simon Conn and Jason Guthrie on IML podcast
Small cap update – FY 2024
Featuring Simon Conn
In our latest podcast episode, Simon Conn discusses the performance of IML ...
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Aerial shot of waves crashing on rocks
Five quality stocks with strong earnings and dividend prospects
By Michael O'Neill
In an uncertain economic climate, Michael O'Neill thinks it’s a good time...
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Listen to IML on Navigating the Noise
Featuring the IML Investment Team
Listen to the IML team on Navigating the Noise, a podcast by Natixis Invest...
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Is this small cap in the fast lane to the ASX 300?
Featuring Lucas Goode
In our latest podcast episode, discover why Generation Development Group is...
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Inflation uncertainty makes retirement planning harder  
By Michael O'Neill
IML's Michael O'Neill shares why retirement planning and sustainable invest...
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Jason Guthrie & Bruce Du
Why has ResMed rocketed up and is the ride over?
Featuring Bruce Du
In our latest podcast episode, discover insights on ResMed's stock analysis...
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Louise Watson and Daniel Moore
Look beyond market darlings for AI winners
Featuring Daniel Moore
AI has easily been the hottest topic in investing this year. While IML's Da...
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IML May Webinars Q1 2024
Webinar series: A stock pickers market – quality & value still on...
Featuring Daniel Moore, Hugh Giddy, Marc Whittaker and Lucas Goode
The IML investment team will feature in two upcoming webinars, […]
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