Investors Mutual Limited (IML) is an Australian

asset management Asset management is a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets (physical objects such as buildings ...

limited company In a limited company, the liability of members or subscribers of the company is limited to what they have invested or guaranteed to the company. Limited companies may be limited by Share (finance), shares or by guarantee. In a company limited by ...

, established by Anton Tagliaferro in May 1998. The firm specializes in Australian equities and serves both retail and institutional investors through a conservative value-based

investment style Investment style refers to different style characteristics of equities, bonds or financial derivatives within a given investment philosophy. Theory would favor a combination of big capitalization, passive and value. Of course one could almost ge ...

with a long-term perspective. As at December 2019, the company had over $9 billion in funds under management and its flagship and largest fund is the $2.6 billion IML Australian Share Fund.

History

In October 2017,

Natixis Global Asset Management Natixis Investment Managers is an American French-based global asset management company that claims USD $1389.7 billion in assets under management as of December 31, 2020. The company has headquarters in Paris and Boston and it is the second bigg ...

acquired 50% of IML.

Funds

In June 1998, IML launched the ''Australian Share Fund''. In December 1999, IML formed a partnership with a subsidiary of

Bendigo Bank Bendigo and Adelaide Bank is an Australian financial institution, operating primarily in retail banking. The company was formed by the merger of Bendigo Bank and Adelaide Bank in November 2007. Before the merger, Bendigo Bank delivered its pr ...

, Sandhurst Trustees Limited: On 22 August 2014, IML established QV Equities Limited

ASX Australian Securities Exchange Ltd or ASX, is an Australian public company that operates Australia's primary securities exchange, the Australian Securities Exchange (sometimes referred to outside of Australia as, or confused within Australia a ...

code: QVE), a listed investment company.

References

{{Reflist, 30em Financial services companies based in Sydney Financial services companies established in 1998 Australian companies established in 1998 Investment companies of Australia Private equity firms of Australia Holding companies of Australia Privately held companies of Australia