Investors Mutual Limited

Investors Mutual
Type	Private company
Industry	Mutual fund
Founded	May 1998
Founder	Anton Tagliaferro
Headquarters	Sydney, Australia
Key people	Anton Tagliaferro, Hugh Giddy, Simon Conn;
Owner	Anton Tagliaferro; Natixis Global Asset Management; IML investment team;
Number of employees	30+ (2015)
Website	iml.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

"BRW Rich 200 list 2014: 195. Anton Tagliaferro". Business Review Weekly. Retrieved 7 February 2015.
"Investors Mutual Limited". Treasury Group Ltd. Archived from the original on 23 February 2015. Retrieved 7 February 2015.
"The manager, IML". Qv Equities Ltd. Retrieved 7 February 2015.
"Natixis buys majority stake in Australia's Investors Mutual". Reuters. 3 October 2017.
"Investors Mutual Wholesale Australian Share". InvestSMART. Retrieved 7 February 2015.
"Sandhurst IML Industrial Share Fund". Sandhurst Trustees. Retrieved 7 February 2015.
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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[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.