Investors Mutual Limited

Investors Mutual Limited (IML) is an Australian asset management limited company, established by Anton Tagliaferro[1] in May 1998. The firm specializes in Australian equities and serves both retail and institutional investors through a conservative value-based investment style with a long-term perspective.[2] As at December 2019, the company had over $9 billion in funds under management[3] and its flagship and largest fund is the $2.6 billion IML Australian Share Fund.

History

In October 2017, Natixis Global Asset Management acquired 50% of IML.[4]

Funds

In June 1998, IML launched the Australian Share Fund.[5]

In December 1999, IML formed a partnership with a subsidiary of Bendigo Bank, Sandhurst Trustees Limited:[6]

On 22 August 2014, IML established QV Equities Limited ASX code: QVE), a listed investment company.[7]

References

  1. BRW Rich 200 list 2014: 195. Anton Tagliaferro Business Review Weekly, retrieved 7 February 2015^
  2. Investors Mutual Limited Treasury Group Ltd, retrieved 7 February 2015^
  3. The manager, IML Qv Equities Ltd, retrieved 7 February 2015^
  4. Natixis buys majority stake in Australia's Investors Mutual Reuters, 3 October 2017^
  5. Investors Mutual Wholesale Australian Share InvestSMART, retrieved 7 February 2015^
  6. Sandhurst IML Industrial Share Fund Sandhurst Trustees, retrieved 7 February 2015^
  7. Peter Wolfram. QV Equities launches IPO Commonwealth Bank, 23 July 2015, retrieved 7 February 2015^