Investors Mutual Wholesale Australian Share - Managed Fund

The objective of the Investors Mutual Wholesale Australian Share managed fund is To provide a return (after fees and expenses and before taxes) which exceeds the S&P/ASX 300 Accumulation Index, over rolling four year periods.

The strategy of the Investors Mutual Wholesale Australian Share managed fund is The Fund invests in a diversified portfolio of quality Australian companies that display four characteristics: a sustainable competitive advantage, recurring earnings, capable management and the ability to grow over time. Investors Mutual Limited believes in purchasing quality companies at attractive prices when a company's price is below its long-term value.

The APIR code of the Investors Mutual Wholesale Australian Share managed fund is IML0002AU.

Investors Mutual Wholesale Australian Share’s total return last month was -0.06%. This was made up of a growth return of -0.06% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Investors Mutual Wholesale Australian Share’s total return for the last three months was 5.17%. This was made up of a growth return of -3.33% and an income return of 8.5%%. These returns were calculated as at 31 Aug 2025.

Investors Mutual Wholesale Australian Share’s one-year total return is 12.03%. This was made up of a growth return of 0.93% and an income return of 11.1%. These returns were calculated as at 31 Aug 2025.

Investors Mutual Wholesale Australian Share’s one-year total return is 9.01%. This was made up of a growth return of -0.34% and an income return of 9.35%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Investors Mutual Wholesale Australian Share managed fund is :

The Responsible Entity for the Investors Mutual Wholesale Australian Share managed fund is Investors Mutual Limited.

The Investors Mutual Wholesale Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Aug 2025, the size of the Investors Mutual Wholesale Australian Share managed fund was $1015.84 million.

The Investors Mutual Wholesale Australian Share managed fund has an inception date of 15 Jun 1998.

The current entry price of the Investors Mutual Wholesale Australian Share managed fund is $2.7214 per unit and the current exit price is $2.7078 per unit (as at 19 Sep 2025).

The current exit price of the Investors Mutual Wholesale Australian Share managed fund is $2.7078 per unit and the current entry price is $2.7214 per unit (as at 19 Sep 2025).

The minimum initial investment amount for the Investors Mutual Wholesale Australian Share managed fund is $20,000. Minimum additional investment is $5000.