IFM

The majority of publicly-traded equities managed by IFM are via direct mandates, with IFM Listed Equity Funds offered for clients wishing to access IFM’s expertise in this area via a pooled arrangement.

Established in 2006, the IFM Listed Equities Fund is a pooled superannuation trust designed for Australian superannuation funds seeking a tax efficient diversified investment in the Australian equities sector. It is an investment vehicle with two options. The IFM Enhanced Indexed Australian Equities (Taxed) Option is specifically designed for investment by Australian superannuation funds. The IFM Enhanced Indexed Australian Equities (Tax Exempt) Option is designed for investment by Australian superannuation funds with current pension liabilities.

These funds employ sophisticated, low tracking error strategies such as trading around index changes, arbitrage, initial public offerings, placements and fund flows.

For full details, please contact IFM.