Future Leaders Fund

Fund overview

The Investors Mutual Future Leaders Fund provides exposure to an actively managed portfolio of quality shares outside the Top 50, listed on the ASX. The Fund will aim to provide attractive investment opportunities for investors seeking medium to long term capital growth with income. The Fund applies IML’s conservative value based investment philosophy with a long term focus and aims to deliver consistent returns to clients.



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Fund Facts

  • Portfolio Managers:
    Simon Conn & Marc Whittaker
  • Benchmark:
    S&P/ASX 300 Accumulation Index (ex. S&P/ASX50, ex LPT)
  • Inception:
    1 May 2002
  • ARSN:
    093 182 828
  • APIR:
  • Distribution Frequency:
    Generally semi-annually
  • Performance fee:
    15.375% (15% inclusive of the net effect of GST) of the change in value of the Redemption Price that exceeds the change in the value of the Fund’s Benchmark.
  • Management fee:
    0.993% p.a. of the net assets of the fund (includes GST)

Investment Objective

The Fund aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the S&P/ASX 300 Accumulation Index (ex. S&P/ASX50, ex LPT) on a rolling four year basis.

Investment Strategy

The Fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by our investment team as being undervalued.

Net Performance

Unit Prices

Distribution Information

Period Ending Distribution
December 2021 3.0 cpu
June 2021 0.69 cpu
December 2020 1.0 cpu
June 2020 0.3 cpu
December 2019 3.5 cpu
June 2019 4.3 cpu
December 2018 3.5 cpu
June 2018 9.1 cpu
December 2017 3.5 cpu
June 2017 7.3 cpu
December 2016 3.5 cpu
June 2016 9.2 cpu
December 2015 6.0 cpu
June 2015 10.2 cpu
December 2014 2.5 cpu
June 2014 7.4 cpu

For more information please refer to our Distributions page

Past performance is not indicative of future performance as a result past distributions are not indicative of future distributions.

Ratings and Awards

Researcher Rating
Morningstar Silver
Lonsec Contact IML for the most recent rating
Zenith Recommended


mstar silver   Zenith Recommended

For the most recent research house ratings report please contact your state manager.

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