Performance figures for Future Leaders Fund

Fund returns are calculated net of management fees, assuming all distributions are reinvested with no allowance for tax

Net Performance as at
  1mth 3mth 6mth 1yr 2yrs 3yrs 5yrs Since inception
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*The benchmark for this Fund is the S&P/ASX 300 Accumulation Index (ex. S&P/ASX50, ex LPT).


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Net performance chart

Growth of AUD $10,000 as at 30 Sep 2017

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Disclaimer: This graph represents the dollar value of your investment if you had invested the dollar amount selected by you in the above window given your chosen time horizon versus the benchmark for the Fund with the same dollar value invested and time horizon. The fund dollar value is based upon performance for the fund, which has been calculated using the exit price, net of management fees and assuming the reinvestment of distributions. No allowance has been made for tax.


Income chart: cumulative income return
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Disclaimer: This graph represents the dollar value of income received each year if you had invested the dollar amount selected by you in the above window and provides an accumulative dollar amount of all income received given your chosen time horizon.

Investors Mutual Limited does not guarantee the performance of any Fund, repayment of capital or any particular rate of return. Performance returns are calculated using the exit price, net of management fees and assuming the reinvestment of distributions. No allowance is made for tax. Past performance is not indicative of future performance. Returns can be volatile, reflecting rises and falls in the value of the underlying investments. Investors should seek independent advice as to the suitability of the Fund to their investment needs. This is general information only and does not take into account your objectives, financial situation or needs.

Investors Mutual Limited (AFSL No. 229988) is the Responsible Entity for the Fund. Potential investors and investors should consider the Product Disclosure Statement (PDS) and Investment Guide (IG) before deciding whether to invest or continue to invest in the Fund. Applications can only be made on the form accompanying the PDS and IG dated 1 August 2014. The PDS and IG is available on this website.