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).
Australian Share Fund PDS
Target market determinations
Why Orica is set for explosive(s) growth
Featuring Simon Conn & Daniel Moore
IML portfolio managers Simon Conn and Daniel Moore discuss why […]
THE DIFFERENCE BETWEEN SPECULATING AND INVESTING
By Michael O'Neill
Most people would feel that they understand the difference between [&hellip...
3 reasons investors need to pay more attention to downside
By Daniel Moore
Novak Djokovic is, probably, the GOAT of tennis (Greatest Of […]
Metcash: add to cart?
Featuring Hugh Giddy & Tim Wood
Most investors think of Metcash as a food wholesaler to […]
Charter Hall Retail REIT – Stock of the Month October 2023
Featuring Michael O'Neill & Daniel Moore
IML is cautious on the real estate sector right now, […]
3 small caps in prime place for the next phase of the economic cycle
By Marc Whittaker
Some small caps have been re-rating recently, as investors have […]
Invest for value, not momentum
By Daniel Moore
One of the most basic economic concepts is the relationship […]
Webinar series – Positioning portfolios for the next phase of the eco...
Featuring Simon Conn, Marc Whittaker, Hugh Giddy, Daniel Moore and Tuan Luu
Positioning portfolios for the next phase of the economic cycle […]
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