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Investors Mutual
Company typePrivate company
IndustryMutual fund
FoundedMay 1998 (1998-05)
FounderAnton Tagliaferro
Headquarters
Sydney
,
Australia
Key people
  • Anton Tagliaferro, Hugh Giddy, Simon Conn
Owner
Number of employees
30+ (2015)
Websiteiml.com.au

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. Archived from the original on 23 February 2015. 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. ^ Wolfram, Peter (23 July 2015). "QV Equities launches IPO". Commonwealth Bank. Archived from the original on 3 March 2016. Retrieved 7 February 2015.
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