Investors Mutual Limited (IML) was established by Anton Tagliaferro in May 1998. An Australian equities specialist, IML has grown steadily since then to more than $4 billion in funds under management as at February 2013. Investors Mutual has a conservative investment style with a long-term focus, and aims to deliver consistent returns for clients. IML achieves this through the disciplined application of a fundamental and value-based approach to investing. IML is owned by Anton Tagliaferro, the IML investment team and Treasury Group. For more information on Treasury Group, please visit: www.treasurygroup.com.
In June 1998, IML launched two wholesale funds; the Australian Share Fund and Australian Smaller Companies Fund. Several years later, in May 2002, IML introduced two further wholesale funds; the Industrial Share Fund and Future Leaders Fund.
In December 1999, IML formed an alliance with Bendigo Bank subsidiary, Sandhurst Trustees Limited. The retail Sandhurst Industrial Share Fund and Sanhurst Future Leaders Fund, offered to investors by Sandhurst Trustees, is managed exclusively by IML under a long-term investment management agreement. For more information, please visit www.sandhursttrustees.com.au
In November 2004, IML launched the Value & Income Fund, a diversified equity fund. The international component of this fund is managed by Global Value Investors (GVI) a special international equities manager established in 2004 by its key investment staff, Treasury Group and IML.
May 2006 saw the launch of the Sandhurst Professional Series of Funds, giving non-platfrom investors with a $25,000 minimum investment amount access to the IML Funds. The funds included are the Australian Share Fund, Industrial Share Fund, Future Leaders Fund and the GVI Global Industrial Share Fund.
In February 2007, the new IML Small Cap Fund was launched to give investors a more conservative investment vehicle to access Small Cap companies in Australian and New Zealand.
In January 2010 Hugh Giddy joined IML as Head of Research and Senior Portfolio Manager. Currently IML has six funds available to invest in through many leading Master Trusts and Wrap Services.