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Investments
From broad money market exposure to niche private assets our investment managers offer expertise across the investment spectrum.

Fund explorer

The following funds from our affiliated investment managers are available to Australian wholesale and retail investors. You can find out more about the funds by clicking the links below, and please note for all funds other than the Loomis Sayles Global Bond Fund, you will be redirected to the investment managers’ Australian sites.

Australian equities

Fund name
APIR code
Structure

Investors Mutual Australian Share Fund

IML0002AU

Managed fund

Investors Mutual All Industrials Share Fund

IML0004AU

Managed fund

Investors Mutual Concentrated Australian Share Fund

IML0010AU

Managed fund

Investors Mutual Concentrated Australian Share Fund (Quoted Managed Fund)

IML1283AU

Active ETF / quoted managed fund

Investors Mutual Australian Smaller Companies Fund

IML0001AU

Managed fund

Investors Mutual Small Cap Fund

IML0006AU

Managed fund

Investors Mutual Future Leaders Fund

IML0003AU

Managed fund

Investors Mutual Equity Income Fund

IML0005AU

Managed fund

Investors Mutual Private Portfolio Fund

IML2681AU

Managed fund

Global equities

Fund name
APIR code
Structure

Loomis Sayles Global Equity Fund

IML0341AU

Managed fund

Loomis Sayles Global Equity Fund (Quoted Managed Fund)

IML3289AU

Active ETF / quoted managed fund

Vaughan Nelson Global Equity SMID Fund

IML1199AU

Managed fund

Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund)

IML9286AU

Active ETF / quoted managed fund

Fixed income

Fund name
APIR code
Structure

Loomis Sayles Global Bond Fund

ETL9501AU

Managed fund

Investors Mutual Limited

Natixis Investment Managers Australia Pty Limited AFSL 246830 is the distributor of the Investors Mutual Limited (IML) AFSL 229988 Funds range. IML is the Responsible Entity and investment manager of the IML Funds.

You should consider, with your professional adviser, whether the information is suitable for your circumstances. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the Information in the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund, available free of charge from IML.

 

 

Loomis Sayles

Loomis Sayles Global Equity Fund

Investors Mutual Limited AFSL 229988 is the responsible entity of the Loomis Sayles Global Equity Fund. Loomis, Sayles and Company, L.P. (Loomis Sayles), which is a wholly owned subsidiary of Natixis Investment Managers has been appointed by IML as the investment Manager of the Fund.

Loomis Sayles is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 (Cth.) Loomis Sayles is regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws.

You should consider, with your professional adviser, whether the information is suitable for your circumstances. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the Information in the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund, available free of charge from LoomisSayles.com.au.

 

Loomis Sayles Global Bond Fund

Equity Trustees Limited ("Equity Trustees") (ABN 46 004 031 298, AFSL 240975) is the Responsible Entity of the Loomis Sayles Global Bond Fund. The Sub-Investment Manager for the Fund is Loomis, Sayles and Company, L.P. (Loomis Sayles), which is a wholly owned subsidiary of Natixis Investment Managers.

Loomis Sayles is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 (Cth.) Loomis Sayles is regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws.

You should consider, with your professional adviser, whether the information is suitable for your circumstances. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the Information in the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund, available free of charge from us.

 

Vaughan Nelson

Vaughan Nelson Global Equity SMID Fund

Investors Mutual Limited AFSL 229988 is the responsible entity of the Vaughan Nelson Global Equity SMID Fund (Vaughan Nelson), Vaughan Nelson is an affiliated entity of Natixis Investment Managers and has been appointed by IML as the investment Manager of the Fund.

Vaughan Nelson is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 (Cth.) Loomis Sayles is regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws.

You should consider, with your professional adviser, whether the information is suitable for your circumstances. Before deciding to acquire or continue to hold an investment in the Fund, you should consider the Information in the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Fund, available free of charge from VaughanNelson.com.au.