← Screener · Broad market

IMLCIML · Equity - Australia Strategy · Equity · Australia · Active

Investors Mutual Concentrated Australian Share Fund - Active ETF

Add to compare More from IML

Fee p.a.

0.99%

ASX report

Fund size

A$1.6m

12m flow A$-1.5m

Yield

8.6%

2 payments / yr

Volatility 3y

12.7%

annualised

Max DD 3y

−17.1%

all-time −17.1%

Listed

2023

12 Sept 2023 · spread 0.54%

Growth of $10,000

Since listing, distributions reinvested

MAX 5Y 1Y

$10k$10k$11k$11k$12k$12k$13k2023202420252026

$10,000 at listing → $11,572 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period

Total

ASX

1 month

2.9%

2.0%

3 months

11.4%

—

6 months

1.7%

—

Year to date

1.2%

—

1 year

−5.6%

−8.4%

3 years p.a.

—

5 years p.a.

—

10 years p.a.

—

Since listing p.a.

4.3%

—

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y —Vol 1y 16.3%Vol 5y 12.7%Max DD 1y −16.2%Max DD 5y −17.1%Best year 6.5%100% positive years

Calendar-year returns

2024

2.9%

2025

6.5%

2026

1.2%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.