Investors Mutual Limited

{{Short description|Australian asset management limited company}}

{{Multiple issues|{{Notability|1=Companies|date=May 2021}}

{{Paid contributions|date=May 2021}}}}

{{Use dmy dates|date=March 2016}}

{{Infobox company

| name = Investors Mutual

| logo = Investors Mutual Limited Logo.svg

| logo_size =

| logo_alt =

| logo_caption =

| logo_padding =

| image =

| image_size =

| image_alt =

| image_caption =

| native_name =

| native_name_lang =

| former_name =

| type = Private company

| industry = Mutual fund

| founded = {{start date|df=yes|1998|05}}

| founder = Anton Tagliaferro

| hq_location =

| hq_location_city = Sydney

| hq_location_country = Australia

| area_served =

| key_people = {{ublist|Anton Tagliaferro, Hugh Giddy, Simon Conn}}

| products =

| brands =

| services =

| owner = {{ublist|Anton Tagliaferro|Natixis Global Asset Management|IML investment team}}

| num_employees = 30+

| num_employees_year = 2015

| website = {{URL|iml.com.au/}}

}}

Investors Mutual Limited (IML) is an Australian asset management limited company, established by Anton Tagliaferro{{cite web |url=http://www.brw.com.au/p/lists/rich-200/2014/brw_rich_list_anton_tagliaferro_YnPmZvMXPlwOIihx92SvTK |title=BRW Rich 200 list 2014: 195. Anton Tagliaferro |website=Business Review Weekly |accessdate=7 February 2015 |archive-date=4 April 2015 |archive-url=https://web.archive.org/web/20150404102539/http://www.brw.com.au/p/lists/rich-200/2014/brw_rich_list_anton_tagliaferro_YnPmZvMXPlwOIihx92SvTK |url-status=dead }} 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.{{cite web |url=http://www.treasurygroup.com/Boutiques/InvestorsMutualLimited.aspx |title=Investors Mutual Limited |website=Treasury Group Ltd |accessdate=7 February 2015 |archive-url=https://web.archive.org/web/20150223032311/http://www.treasurygroup.com/Boutiques/InvestorsMutualLimited.aspx |archive-date=23 February 2015 |url-status=dead }} As at December 2019, the company had over $9 billion in funds under management{{cite news|url=http://qvequities.com/about-qv-equities/the-manager/| title= The manager, IML |newspaper=Qv Equities Ltd |accessdate=7 February 2015}} 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.{{Cite news|url=https://www.reuters.com/article/us-natixis-australia/natixis-buys-majority-stake-in-australias-investors-mutual-idUSKCN1C80I9|title = Natixis buys majority stake in Australia's Investors Mutual|newspaper = Reuters|date = 3 October 2017}}

Funds

In June 1998, IML launched the Australian Share Fund.{{cite web|url=http://www.investsmart.com.au/managedfunds/fund/investors-mutual-wholesale-australian-share/5339 |title=Investors Mutual Wholesale Australian Share |website=InvestSMART |accessdate=7 February 2015}}

In December 1999, IML formed a partnership with a subsidiary of Bendigo Bank, Sandhurst Trustees Limited:{{cite web|url=http://www.sandhursttrustees.com.au/managed-funds/australian-share-funds/iml-industrial-share-fund.asp |title=Sandhurst IML Industrial Share Fund |website=Sandhurst Trustees |accessdate=7 February 2015}}

On 22 August 2014, IML established QV Equities Limited ASX code: QVE), a listed investment company.{{cite web |url=https://www.mywealth.commbank.com.au/investing/qv-equities-launches-ipo-news20140718 |title=QV Equities launches IPO |last1=Wolfram |first1=Peter |date=23 July 2015 |website=Commonwealth Bank |accessdate=7 February 2015 |archive-url=https://web.archive.org/web/20160303214920/https://www.mywealth.commbank.com.au/investing/qv-equities-launches-ipo-news20140718 |archive-date=3 March 2016 |url-status=dead }}

References