Disclosures and Policies
Continuous Disclosure & Regulatory Notices
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DateDisclosure
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4 May 2020
A Supplementary Product Disclosure Statement has been issued for the Investors Mutual Private Portfolio Fund.
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30 April 2020
The investment strategy of the Investors Mutual Private Portfolio Fund has been changed: The exposure limit for short positions in the Fund has increased to 100%, up from 30% effective from 1 May 2020. More information can be found in this letter for investors.
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11 December 2019
The Investment Guide and Product Disclosure Statements for the following IML Funds have been updated:
Investors Mutual Australian Share Fund PDS
Investors Mutual All Industrials Share Fund PDS
Investors Mutual Future Leaders Fund PDS
Investors Mutual Australian Smaller Companies Fund PDS
Investors Mutual Small Cap Fund PDS
Investors Mutual Equity Income Fund PDS
Investors Mutual Concentrated Australian Share Fund PDS
Please ensure you read the correct documents before investing in the Funds.
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11 December 2019
The Product Disclosure Statement for the Investors Mutual Private Portfolio Fund has been updated.
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11 December 2019
The following forms for IML Funds have been updated:
Please note the previous version of the forms will not be accepted after close of business 10th January 2020.
Please note the previous version of the forms will not be accepted after close of business 10th January 2020.