Disclosures and Policies
Continuous Disclosure & Regulatory Notices
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DateDisclosure
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31 January 2022
Investors Mutual Limited (IML) has issued new Products Disclosure Statements and Investment Guide for all its Funds:
Investors Mutual Australian Share Fund
Investors Mutual Equity Income Fund
Investors Mutual All Industrials Share Fund
Investors Mutual Concentrated Australian Share Fund
Investors Mutual Future Leaders Fund
Investors Mutual Australian Smaller Companies Fund
Investors Mutual Small Cap Fund
Investors Mutual Private Portfolio Fund
Summary of notable changesThe fees and estimated transaction costs have been updated for all Funds.
Marc Whittaker has been included as a Portfolio Manager in the Investors Mutual Private Portfolio Fund PDS.
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29 September 2021
The Target Market Determination documents are now available for all IML Funds:
Investors Mutual Australian Share Fund
Investors Mutual All Industrials Share Fund
Investors Mutual Concentrated Australian Share Fund
Investors Mutual Australian Smaller Companies Fund
Investors Mutual Small Cap Fund
Investors Mutual Future Leaders Fund
Investors Mutual Equity Income Fund
Investors Mutual Private Portfolio Fund -
29 September 2021
The Application Form for all IML Funds has been updated. Please note that effective immediately, the previous version of the form will not be accepted.