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Investors Mutual WS Australian Smaller Companies(0P0000793O)

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1.766 -0.010    -0.39%
04/11 - 關閉. AUD 貨幣
種類:  基金
市場:  澳洲
發行者:  Investors Mutual Limited
國際證券識別碼(ISIN):  AU60IML00010 
資產類別:  股票
  • 晨星評級:
  • 總資產: 135.09M
Investors Mutual WS Australian Smaller Companies 1.766 -0.010 -0.39%

0P0000793O綜觀

 
你可在本頁找到深入的Investors Mutual WS Australian Smaller Companies公司檔案,包括0P0000793O的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Equity Australia Mid/Small Value

總資產

135.09M

費用

基金成立

1998年6月15日

聯絡資訊

地址 Level 24, 25 Bligh Street
Sydney,NSW 2000
Australia
電話 02 92327500
傳真 02 92327511

主要管理層

名稱 主旨 成立於 直至
Lucas Goode - 2022 now
自傳 • Masters of Mechanical Engineering and Business Management, University of Southampton, UK, 2008
Marc Whittaker - 2017 now
自傳 In his role at IML, Marc Whittaker assists Simon Conn, the IML Small Cap Senior Portfolio Manager, in portfolio Management responsibilities of all three Small Cap Funds. In addition, Marc runs a sleeve portfolio within the IML Future Leaders Fund and covers miscellaneous small cap stocks. Marc has over 18 years’ experience within the Funds Management Industry. Marc commenced his career at UBS Australia in 1999 where he worked as an equities and research analyst. In 2003 Marc joined Lazard Asset Management where he was employed as a Senior Equities Analyst. In 2010, Marc moved to Milford Asset Management as a Portfolio Manager, where he worked for 6 years before joining IML in July 2016. Marc is a CFA Charterholder and is a member of the CFA Society of Sydney. Marc holds a Bachelor of Commerce with Honors from the University of Sydney and Bachelor of Laws from the University of Sydney.
Simon Conn Senior Portfolio Manager 1998 now
自傳 Joining IML in 1998, Simon Conn has over 14years experience as a Senior Portfolio Manager in the small cap space. He is the lead portfolio manager for the IML Future Leaders Fund, IML Smaller Companies Fund and the IML Small Caps Fund. Prior to joining IML Simon worked at QBE as an Investment officer and KPMG as an Investment Consultant. He holds the following qualifications: Bachelor of Laws, University of Sydney, 1990, Bachelor of Economics, University of Sydney, 1988
Robert Bishop - 2010 2015
自傳 Joining IML in 2008, Robert Bishop is a senior equities anlyst as well as a co-portfolio manager for the IML Smaller Companies fund and the IML Future Leaders Fund. With a mining & engineering background, Robert specialises in Small Resources. Previously to IML, Robert has worked at Southern Cross Equities as a resource analyst, AME Mineral Economics as a commodities analyst And as a chemical engineer at Tiwest Joint Venture. He holds the following qualifications: Postgraduate Applied Finance & Investment, Finsia, Certificate of Applied Finance & Investment, Finsia, 2006, Yellow Belt Six Sigma, 2003, Certificate 4 Frontline Management, Aust. Institute of Management, 2002, Bachelor of Engineering (Chemical), Curtin University of Technology 1999
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