While the information in this website has been prepared with all reasonable care, Investors Mutual Limited (“IML”) accepts no responsibility for any errors or omissions or misstatements however caused. This information is not personal advice. This information has been prepared without taking account of your particular objectives, financial situation or needs.
Investors should be aware that past performance is not indicative of future performance. Returns can be volatile, reflecting rises and falls in the value of underlying investments. Potential investors should seek independent advice as to the suitability of an IML fund to their investment needs.
Investors Mutual Limited is the responsible entity for the IML funds. Applications can only be made on the form in the current product disclosure statement for the relevant fund. The product disclosure statement can be obtained by contacting IML or on this website. Potential investors should consider the product disclosure statement before deciding whether to invest, or continue to invest, in the funds.
The fact that shares in particular company have been mentioned should not be interpreted as a recommendation to buy, sell or hold that stock. The context in which any commentary about a specific security has been prepared is that of a balanced portfolio with an agreed investment strategy.
IML is entitled to be paid an investment management fee and may earn a performance fee (Investors Mutual Small Cap Fund and Investors Mutual Future Leaders Fund only) in return for managing the Investors Mutual funds. Under certain circumstances IML may pay commissions to Dealer Groups based on the volume of business they generate. If these payments are made by IML they are not paid out of the value of your investment or out of the assets of the Fund. For information on fees and commissions please refer to the product disclosure statement for the relevant IML fund available on the product disclosure statement page of this website.
IML employees, authorised representatives and directors are paid a salary. They are not paid any commissions but may be paid a bonus based on the performance of the individual or of IML.