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

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds

The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
funds

The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,871.4022.100.25%
CAC 408,090.2827.50-0.34%
DAX 4025,402.2838.53-0.15%
Dow JONES (US)52,093.11328.09-0.63%
FTSE 10010,658.1339.44-0.37%
HKSE24,667.840.600.00%
NASDAQ25,981.57204.84-0.78%
Nikkei 22563,669.76185.660.29%
NZX 50 Index13,622.72138.501.03%
S&P 5007,585.7334.25-0.45%
S&P/ASX 2008,692.6020.100.23%
SSE Composite Index3,885.4321.150.55%

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