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
Listed Investment Companies monthly performance: July 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 | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,062.70 | 59.80 | -0.66% |
| CAC 40 | 7,786.98 | 31.24 | -0.40% |
| DAX 40 | 23,359.18 | 29.94 | 0.13% |
| Dow JONES (US) | 46,018.32 | 260.42 | 0.57% |
| FTSE 100 | 9,208.37 | 12.71 | 0.14% |
| HKSE | 26,851.03 | 412.52 | 1.56% |
| NASDAQ | 22,261.33 | 72.63 | -0.33% |
| Nikkei 225 | 45,277.43 | 375.16 | 0.84% |
| NZX 50 Index | 13,132.39 | 102.50 | -0.77% |
| S&P 500 | 6,600.35 | 6.41 | -0.10% |
| S&P/ASX 200 | 8,780.30 | 68.20 | -0.77% |
| SSE Composite Index | 3,885.81 | 9.47 | 0.24% |