Investors Mutual Limited Explained

Investors Mutual
Type:Private company
Industry:Mutual fund
Founder:Anton Tagliaferro
Hq Location City:Sydney
Hq Location Country:Australia
Num Employees:30+
Num Employees Year:2015

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]

Notes and References

  1. Web site: BRW Rich 200 list 2014: 195. Anton Tagliaferro . Business Review Weekly . 7 February 2015.
  2. Web site: Investors Mutual Limited . Treasury Group Ltd . 7 February 2015 . https://web.archive.org/web/20150223032311/http://www.treasurygroup.com/Boutiques/InvestorsMutualLimited.aspx . 23 February 2015 . dead .
  3. News: The manager, IML . Qv Equities Ltd . 7 February 2015.
  4. News: Natixis buys majority stake in Australia's Investors Mutual. Reuters. 3 October 2017.
  5. Web site: Investors Mutual Wholesale Australian Share . InvestSMART . 7 February 2015.
  6. Web site: Sandhurst IML Industrial Share Fund . Sandhurst Trustees . 7 February 2015.
  7. Web site: QV Equities launches IPO . Wolfram . Peter . 23 July 2015 . Commonwealth Bank . 7 February 2015 . https://web.archive.org/web/20160303214920/https://www.mywealth.commbank.com.au/investing/qv-equities-launches-ipo-news20140718 . 3 March 2016 . dead .