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Investors Mutual Ws Future Leaders Fund (0P00007BNJ)

Sydney

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1.115 +0.010 +1.15%

23/12 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 458.03M

Type: Fund

Market: Australia

Issuer: Investors Mutual Limited

ISIN: AU60IML00036

Asset Class: Equity

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0P00007BNJ Overview

On this page you'll find an in-depth profile of Investors Mutual Ws Future Leaders Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00007BNJ among other information.

Investment Strategy

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.

Contact Information

Address Level 24, 25 Bligh Street
Sydney,NSW 2000
Australia

Phone 02 92327500

Fax 02 92327511

Web www.iml.com.au

Top Executives

Name	Title	Since	Until
Marc Whittaker	-	2017	Now
Biography	In his role at IML, Marc Whittaker assists Simon Conn, the IML Small Cap Senior Portfolio Manager, in portfolio Management responsibilities of all three Small Cap Funds. In addition, Marc runs a sleeve portfolio within the IML Future Leaders Fund and covers miscellaneous small cap stocks. Marc has over 18 years’ experience within the Funds Management Industry. Marc commenced his career at UBS Australia in 1999 where he worked as an equities and research analyst. In 2003 Marc joined Lazard Asset Management where he was employed as a Senior Equities Analyst. In 2010, Marc moved to Milford Asset Management as a Portfolio Manager, where he worked for 6 years before joining IML in July 2016. Marc is a CFA Charterholder and is a member of the CFA Society of Sydney. Marc holds a Bachelor of Commerce with Honors from the University of Sydney and Bachelor of Laws from the University of Sydney.
Simon Conn	Senior Portfolio Manager	2002	Now
Biography	Joining IML in 1998, Simon Conn has over 14years experience as a Senior Portfolio Manager in the small cap space. He is the lead portfolio manager for the IML Future Leaders Fund, IML Smaller Companies Fund and the IML Small Caps Fund. Prior to joining IML Simon worked at QBE as an Investment officer and KPMG as an Investment Consultant. He holds the following qualifications: Bachelor of Laws, University of Sydney, 1990, Bachelor of Economics, University of Sydney, 1988
Robert Bishop	-	2010	2015
Biography	Joining IML in 2008, Robert Bishop is a senior equities anlyst as well as a co-portfolio manager for the IML Smaller Companies fund and the IML Future Leaders Fund. With a mining & engineering background, Robert specialises in Small Resources. Previously to IML, Robert has worked at Southern Cross Equities as a resource analyst, AME Mineral Economics as a commodities analyst And as a chemical engineer at Tiwest Joint Venture. He holds the following qualifications: Postgraduate Applied Finance & Investment, Finsia, Certificate of Applied Finance & Investment, Finsia, 2006, Yellow Belt Six Sigma, 2003, Certificate 4 Frontline Management, Aust. Institute of Management, 2002, Bachelor of Engineering (Chemical), Curtin University of Technology 1999

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investors Mutual .	1.115	+0.010	+1.15%