How to invest
Our conservative, yet confident, style of investing has delivered attractive returns and income for our clients, with lower volatility than the broader sharemarket, since we first started in 1998. We have nine actively managed funds that are open to investors, as well as well as QV Equities, a Listed Investment Company managed by IML which is traded on the Australian Stock Exchange.
Before you start
If you are interested in investing in one of our funds, we recommend you speak to your financial adviser who can guide you as to whether an investment suits your financial and personal needs.
Our funds are available on most leading platforms. Please 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.
Read the Disclosure Documents
If you are interested in investing directly with us it is important that you carefully read the relevant Product Disclosure Statement (PDS), Target Market Determination, 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.
Complete the Application Form
Please note this form is applicable to all IML Funds.
You will require the following information to complete the form:
- Your tax file number (or ABN, ACN, ARCN)
- Residential address details
- Postal address details
- Identification documents (eg Driver’s Licence or Passport)
- If applying on behalf of a trust, details of the trustee
Please follow the instruction on the online application portal. You will be sent a link and PIN to enable you to complete your application at any time.
Advisers submitting an application on behalf of a client
- You can start the application process online, however your client (the end investor) will need to complete the appropriate declarations and then sign and submit the application to complete the process.
- On page 1 of the online form you can select if your client will complete the process: online or print, sign and post.
If you are having difficulties using the online application portal, please contact us for help.
Apply via mail
You can also print off and fill out the PDF application form and send it in via mail.
Please complete the FATCA form if you fall under the Foreign Account Tax Compliance Act
If you choose this method you will also need to send us the necessary supporting documents as outlined in Step 3.
Send your documents
Please note this step only applies to investors applying via mail.
Print and provide all relevant identification documents, and certify as indicated in the form. We cannot accept applications without these documents.
Please send the completed form, and identification documents, to:
Investors Mutual Ltd
C/- Citi Unit Registry Australia
GPO Box 764
Melbourne VIC 3001
Transfer the Funds
Only payment by direct credit is accepted. Payment should be credited to the following account:
Account Name: IML AS RE – APPLICATIONS ACCOUNT <Investor name>
Account Number: 209 802 007
We have a range of helpful FAQs for you to review should you need help.
How to invest in a Quoted Managed Fund
Before making a decision whether to invest or not to invest in a Quoted Managed Fund, you should first read carefully through the Fund’s Product Disclosure Statement, Target Market Determination and IML’s Financial Services Guide.
You may also wish to consult your financial adviser or broker before making a decision. The Responsible Entity for the Fund cannot provide you with personal financial advice about whether to invest or not to invest in the Fund.
You can purchase units in a quoted managed fund on the ASX as you would any listed security – through your broker, financial adviser, or your online brokerage account or platform.
Currently the Concentrated Australian Share Fund (Quoted Managed Fund) is the only IML fund available with a quoted class of units.
|Fund Name||ASX ticker||Product Disclosure Statement||Target Market Determination|
|Concentrated Australian Share Fund (Quoted Managed Fund)||IMLC|
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