Investors Mutual Private Portfolio B

IML7090AU

Investors Mutual Private Portfolio B IML7090AU Strategy

The Fund aims to generate consistent positive returns with low correlation to equity market directions, and aims to diversify its investments across its three core strategies: 1. Relative value: investing in reasonably valued assets with attractive characteristics and at times short-selling overvalued and/or structurally challenged assets. 2. Events: targeting corporate event catalysts such as takeovers, M&A, buybacks, capital issues and restructures. 3. Income.
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

Listed Investment Companies monthly performance: September 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).
funds

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 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

Markets

Index
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CAC 407,950.1814.59-0.18%
DAX 4023,569.96164.06-0.69%
Dow JONES (US)46,987.1074.800.16%
FTSE 1009,682.5753.21-0.55%
HKSE26,241.83244.07-0.92%
NASDAQ23,004.5449.46-0.21%
Nikkei 22550,276.37607.31-1.19%
NZX 50 Index13,599.2122.400.16%
S&P 5006,728.808.480.13%
S&P/ASX 2008,769.7040.80-0.46%
SSE Composite Index3,997.5610.20-0.25%

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