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IML’s Equity Income Fund is available to trade via the ASX, after its launch on 1 September 2025 as the Investors Mutual Equity Income Fund – Complex ETF (ASX: EQIN). The new, actively managed ETF aims to deliver Australian retirees and income-focused investors access to steady income generated through a diverse range of sources. It invests in stocks with sustainable and often growing dividends, and employs conservative options strategies to take advantage of share market volatility to enhance income.

The launch comes at a pivotal moment for Australia’s retirement system, which now holds more than $4 trillion in superannuation assets and is projected to be the second largest in the world by 2030. With Australia’s superannuation system transitioning hundreds of billions into the pension phase over the next five years, demand is growing for income-focused strategies like IML’s Equity Income Fund and ETF.

The number one financial concern for most retirees is whether they’ve saved enough to live a comfortable life in retirement. With so many unknowns – from health, to longevity, to returns – it’s very difficult to calculate a figure that allows you to retire with confidence.

EQIN is well suited to help retirees overcome these issues. Its objective is to provide income at least 2% above the ASX 300 Accumulation Index on a rolling 4-year basis, with lower volatility. The ETF is a new class of units in the IML Equity Income Fund. The managed fund (unquoted class) has delivered income of 9.4% pa since inception in 2011 including franking, compared to 5.9% pa for the ASX 300 (including franking) over the same period*.

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Speaking about the newly launched ETF, IML Portfolio Manager, Michael O’Neill said: “It’s becoming harder and harder for people to get consistent income to fund their retirements with interest rates and ASX dividend yields falling (particularly for banks and resources sectors), and bank hybrids being phased out. This fund fills that gap for retirees, giving them consistent income with lower volatility that they can rely on.

Tuan Luu, Portfolio Manager at IML said: “Our process of researching and investing in companies is disciplined in order to achieve sustainable returns with lower volatility. We apply a prudent options overlay to diversify our available sources of income, which is particularly helpful when the market is more volatile.

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*Past performance is not a reliable indicator of future performance. Performance quoted in this material is for the Investors Mutual Equity Income Fund (unquoted class) since inception 1 January 2011 to 31 July 2025. Source IML. Equity Income Fund performance is the performance of the unquoted class of units and may be a useful reference point for the newer quoted class of units in the Fund (Complex ETF). However, you should be aware that the quoted class of units in the Fund is new and has no performance history. The past performance for the unlisted class of units in the Equity Income Fund is NOT the past performance of the Complex ETF. There is no guarantee that the investment objective will be realised or that the Fund will generate positive or excess return.

This publication (the material) has been prepared and distributed by Natixis Investment Managers Australia Pty Limited AFSL 246830 for the IML Funds and may include information provided by third parties, including Investors Mutual Limited (IML) AFSL 229988 the Responsible Entity and Investment Manager for the quoted and unquoted units in the Investors Mutual Equity Income Fund. Although Natixis Investment Managers Australia Pty Limited believe that the material is correct, no warranty of accuracy, reliability or completeness is given, including for information provided by third parties, except for liability under statute which cannot be excluded. This information is general securities information only and does not take into account your personal investment objectives or needs. Applications can only be made by reference to the current Product Disclosure Statement, or through IDPS products that include the Fund. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the information contained in the Product Disclosure Statement in conjunction with the Target Market Determination, available at www.iml.com.au. Past performance is not a reliable indicator of future performance and that no guarantee of performance, the return of capital or a particular rate of return is provided.

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