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
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 - Active ETF
IML1283AU
Active ETF
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 - Active ETF
IML3289AU
Active ETF
Mirova Global Sustainable Equity Fund
ETL8069AU
Managed fund
Vaughan Nelson Global Equity SMID Fund
IML1199AU
Managed fund
Vaughan Nelson Global Equity SMID Fund - Active ETF
IML9286AU
Active ETF
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.
Mirova
Mirova Global Sustainable Equity Fund
This publication (the material) has been issued Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289 AFSL 246830 for the Mirova Global Sustainable Equity Fund ARSN 624 627 050 (the Fund) and may include information provided by third parties. Equity Trustees Limited ("Equity Trustees") (ABN 46 004 031 298, AFSL 240975) is the Responsible Entity of the Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). Equity Trustees nor any of its related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Although Natixis Investment Managers Australia Pty Limited believe that the material is correct, no warranty of accuracy, reliability or completeness is given, including for information provided by third parties, except for liability under statute which cannot be excluded. The Sub-Investment Manager for the Fund is Mirova US LLC (Mirova US), which is a wholly owned subsidiary of Natixis Investment Managers. Mirova US is exempt from the requirement to hold an Australian Financial Services Licence under the Corporations Act 2001 (Cth.) Mirova US is regulated by the US Securities and Exchange Commission under US laws, which differ from Australian laws. The material is for general information only and does not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. 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 above. Past investment performance is not a reliable indicator of future investment performance and that no guarantee of performance, the return of capital or a particular rate of return is provided. This material is strictly confidential and intended solely for the use of the person to whom it has been provided. It may not be reproduced, distributed or published, in whole or in part, without the prior written consent of Natixis Investment Managers Australia Pty Limited.