Investors Mutual Wholesale Future Leaders - Managed Fund

The objective of the Investors Mutual Wholesale Future Leaders managed fund is To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the relevant Benchmark of the Fund on a rolling four year basis.

The strategy of the Investors Mutual Wholesale Future Leaders managed fund is The Fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by our investment team as being undervalued.

The APIR code of the Investors Mutual Wholesale Future Leaders managed fund is IML0003AU.

Investors Mutual Wholesale Future Leaders’s total return last month was 1.22%. This was made up of a growth return of 0.14% and an income return of 1.08%. These returns were calculated as at 31 Dec 2025.

Investors Mutual Wholesale Future Leaders’s total return for the last three months was 3.44%. This was made up of a growth return of 2.34% and an income return of 1.1%%. These returns were calculated as at 31 Dec 2025.

Investors Mutual Wholesale Future Leaders’s one-year total return is 18.39%. This was made up of a growth return of 15.24% and an income return of 3.15%. These returns were calculated as at 31 Dec 2025.

Investors Mutual Wholesale Future Leaders’s one-year total return is 17.76%. This was made up of a growth return of 14.15% and an income return of 3.61%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the Investors Mutual Wholesale Future Leaders managed fund is :

The Responsible Entity for the Investors Mutual Wholesale Future Leaders managed fund is Investors Mutual Limited.

The Investors Mutual Wholesale Future Leaders managed fund belongs to the Equity Australia Mid/Small Value sector/asset class.

As at 31 Oct 2025, the size of the Investors Mutual Wholesale Future Leaders managed fund was $312.85 million.

The Investors Mutual Wholesale Future Leaders managed fund has an inception date of 1 May 2002.

The current entry price of the Investors Mutual Wholesale Future Leaders managed fund is $1.3051 per unit and the current exit price is $1.2985 per unit (as at 22 Jan 2026).

The current exit price of the Investors Mutual Wholesale Future Leaders managed fund is $1.2985 per unit and the current entry price is $1.3051 per unit (as at 22 Jan 2026).

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