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

Picture of two men: left to right Jason Guthrie from Natixis Investment Managers and Josh Freiman from IML
This ASX 20 stock is up c. 35% in 2024, is there more to come?
Featuring Josh Freiman
Brambles is an Australian global success story and a high-conviction [&hell...
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Picture of globe with doctor's stethoscope
Prescription for profit: three well-placed healthcare stocks
By Marc Whittaker
We have been saying for some time that we believe […]
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Webinar series: 2025 market & company outlook
Featuring the IML Investment Team
Australian and global markets have been very buoyant over the course of 202...
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SMID cap portfolio update – September quarter 2024
In this podcast, IML small-mid cap portfolio manager, Marc Whittaker, [&hel...
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Large cap portfolio update – September quarter 2024
Featuring Daniel Moore
In this podcast, IML Portfolio Manager, Daniel Moore, chats to […]
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How is the US economy performing and what does it mean for Australia?
Featuring Josh Freiman
The global economy takes its lead from the US and it is an important market...
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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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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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