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Investors Mutual Ws Australian Share Fund (0P000078H9)

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2.749 -0.030    -0.93%
20/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Investors Mutual Limited
ISIN:  AU60IML00028 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.63B
Investors Mutual WS Australian Share Fund 2.749 -0.030 -0.93%

Investors Mutual Ws Australian Share Fund Overview

 
On this page you'll find an in-depth profile of Investors Mutual Ws Australian Share Fund. Learn about the key management, total assets, investment strategy and contact information of 0P000078H9 among other information.
Category

Equity Australia Large Blend

Total Assets

1.63B

Expenses

Inception Date

Jun 15, 1998

Investment Strategy

The Fund invests in a diversified portfolio of quality Australian companies that display four characteristics: a sustainable competitive advantage, recurring earnings, capable management and the ability to grow over time. Investors Mutual Limited believes in purchasing quality companies at attractive prices when a company’s price is below its long-term value.

Contact Information

Address Level 24, 25 Bligh Street
Sydney,NSW 2000
Australia
Phone 02 92327500
Fax 02 92327511

Top Executives

Name Title Since Until
Daniel Moore - 2013 Now
Biography Commencing his career as an accountant at Westpac in 2005, Daniel quickly transferred internally to the BT Australian Equities team where he was responsible for coverage of Healthcare and REITs. During this time the Australian Equities team was awarded Fund Manager of the year in 2006 and the Property Team was awarded Property Fund Manager of the year in 2007. Late 2007 Daniel joined Cannae Capital Partners, a start-up boutique Australian Equities Fund led by Hugh Giddy as an Equities Analyst, which merged with Investors Mutual in 2010. Since joining IML Daniel was part of the team which won Large Cap Fund Manager of the year in 2012 & 2015. In 2013 Daniel was given Portfolio Management responsibilities within the firm, managing a portion of the IML Australian Share Fund & in 2015 Daniel became IML Research Co-ordinator. Daniel holds a Bachelor of Commerce from the University of Sydney and is a CFA Charter Holder.
Hugh Giddy Head of Research 2010 Now
Biography Hugh Giddy joined IML in 2010, as Head of Research and Senior Portfolio Manager. Hugh has extensive investment experience totaling 20 years, most recently at Cannae Capital Partners and before that at Perennial Value Management where he was 2IC to the Managing Director for 6 years. Other roles included time at Macquarie Bank and Platinum Asset Management in Sydney, and Orbis Investment Advisory Limited in London.  Prior to working Hugh gained relevant academic qualifications, in 1990 an M.Phil (Economics), from Cambridge University and prior to that a B.Com (Honours) in Economics and a BSc.
Anton Tagliaferro fund manager 1998 2023
Biography Anton Tagliaferro established Investors Mutual Limited (IML) in 1998, as a specialist Australian Equities fund manager.  Anton is the Investment Director of IML, where he heads up the investment team of 10 investment professionals. Anton possesses over 25 years experience in the Financial Services industry, completing his Bachelors Degree in Arts with Honours, at the City of London Polytechnic and previously working as Group Investment Manager of Perpetual Funds Management, Director of Industrial Equities with County NatWest and Senior Equities Manager at BNP.
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