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 (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.