Trends + Ratings

You are in News + Outlook ⁄ Trends + Ratings ⁄ IML awarded Small Caps model portfolio inclusion by Alpha Fund Managers

IML awarded Small Caps model portfolio inclusion by Alpha Fund Managers

19 Jul 2017

From IML - Investors Mutual Limited

Anton Tagliaferro

Australian equities specialist, Investors Mutual Limited (IML), has been awarded a Small Caps allocation / model portfolio inclusion by multi-manager, Alpha Fund Managers.

The IML Small Cap Fund aims to deliver investors with consistent and long term returns by investing in quality small cap companies aligned to their investment philosophy, that is; companies pertaining a competitive advantage, with recurring earnings, run by capable management, that can grow, whilst trading at a reasonable price.

In awarding the allocation, Julien Brodie, Portfolio Manager at Alpha, said, “We selected the IML Small Cap Fund because of the quality and insight of the investment team, defensive characteristics and importantly its ability to navigate market rotations (such as during 2016) and deliver consistent outperformance across time.”

Simon Conn, IML’s Small & Mid Cap Senior Portfolio Manager said, “We are delighted that Alpha has chosen to add our Small Cap Fund to their clients’ portfolios. IML will aim to deliver their clients with consistent capital growth over the long term with lower volatility, as has been the hallmark of all IML funds since our inception in 1998.”

Anton Tagliaferro Investment Director of IML added: “We thank Alpha for their support and faith in IML’s process following their comprehensive due diligence process and we are pleased they have chosen IML as they understand and are aligned to our investment philosophy and process”.

The allocation follows IML recently being awarded Morningstar’s Small Cap Manager of the Year, along with their strong research house ratings across all strategies.

At the end of June 2017, the Fund delivered investors 14.8% p.a., 17.2% p.a. and 18.1% p.a. over one, three and five years’ net of fees, respectively.

Tags:Anton Tagliaferro Julien Brodie Simon Conn

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]