Investors Mutual Small Cap

IML0006AU

Investors Mutual Small Cap IML0006AU Strategy

The Fund will invest in a diversified portfolio of quality Australian shares outside the Top 100 shares listed on the ASX and New Zealand shares listed on the NZX, where these shares are identified by our investment team as being undervalued. The Fund may also hold up to 25% of its assets in securities included in the S&P/ASX Midcap 50 Index.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
funds

Listed Investment Companies monthly performance: December 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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Index
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FTSE 10010,369.7560.530.59%
HKSE26,559.95325.29-1.21%
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Nikkei 22554,253.68435.640.81%
NZX 50 Index13,444.0223.27-0.17%
S&P 5006,932.30133.901.97%
S&P/ASX 2008,708.8096.70-1.10%
SSE Composite Index4,065.5810.33-0.25%

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