Clients
Ifm Investors Pty serves 80 clients, 32 of them pooled investment vehicles. The average client has about $2.54 billion with the firm.
- Pooled investment vehicles32 clients61%
- Pension and profit-sharing plans31 clients37%
- OtherCharitable organizations, Insurance companies, Corporations and other businesses2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 32 | $124,614,703,951 | 61.4% | $3.89B |
| Pension and profit-sharing plans | 31 | $74,321,968,821 | 36.6% | $2.40B |
| Charitable organizations | 1 | $67,390,393 | 0.0% | $67.4M |
| Insurance companies | 13 | $3,315,676,830 | 1.6% | $255.1M |
| Corporations and other businesses | 3 | $650,794,593 | 0.3% | $216.9M |
| Total | 80 | $202,970,534,588 | 100% | $2.54B |
- Clients
- 32
- Regulatory AUM
- $124,614,703,951
- Share
- 61.4%
- Avg. per client
- $3.89B
- Clients
- 31
- Regulatory AUM
- $74,321,968,821
- Share
- 36.6%
- Avg. per client
- $2.40B
- Clients
- 1
- Regulatory AUM
- $67,390,393
- Share
- 0.0%
- Avg. per client
- $67.4M
- Clients
- 13
- Regulatory AUM
- $3,315,676,830
- Share
- 1.6%
- Avg. per client
- $255.1M
- Clients
- 3
- Regulatory AUM
- $650,794,593
- Share
- 0.3%
- Avg. per client
- $216.9M
Total
- Clients
- 80
- Regulatory AUM
- $202,970,534,588
- Share
- 100%
- Avg. per client
- $2.54B
What it does
Ifm Investors Pty provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Ifm Investors Pty advises 11 private funds.
63.2% of assets ($128.36B across 49 accounts) are managed with discretion; $74.61B across 31 accounts are not. 93% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 102%. The values below are shown as filed.
- Exchange-traded equity securities
- 76%
- Non-exchange-traded equity securities
- 1%
- Investment grade corporate bonds
- 16%
- Non-investment grade corporate bonds
- 2%
- Cash and cash equivalents
- 3%
- Other (Receivables and Payables From Private Equity Investments and Investments in Other Fixed Income Securities)
- 4%
Custodians
Ifm Investors Pty has custody of $81.90B for 15 clients.
- All other custodians$202.97B100%
Ownership and leadership
Ifm Holdings Pty LTD owns 75% or more of Ifm Investors Pty, and Joshua Lim is its CEO.
- Owns 75% or more of Ifm Investors Pty LTD
Ifm Holdings Pty LTD
Control person · since December 2003
- Owns 75% or more of Ifm Holdings Pty LTD
Industry Super Holdings Pty LTD
Control person · since January 2007
Leadership
- Joshua LimDeputy Chief Executive
- David NealChief Executive Officer
- Amy DiabChief Operating Officer
- Amanda OliverChief Compliance Officer
- Eltje BosDirector
- Catharine BowtellChair of Board of Directors
- Esperanza CerdanChief Risk Officer
- Grant DempseyDirector
- John DentonDirector
- William JacksonDirector
- Deborah KiersDirector
- Ming LongDirector
- Sharon MichaelHead of Commercial/General Counsel Apac
- Lindsay TannerDirector
- Rajiv VyasExecutive Director, Head of Compliance
Staff
- 933 employees
- 277 in advisory functions
- 2 broker-dealer reps
Reported holdings
Ifm Investors Pty’s reported 13F holdings total $15.11B across 641 positions, and the ten largest make up 34.6% of it.
- $15.11B
- Reported 13F value
- 641
- Positions
- 34.6%
- In the 10 largest
- +26.0%
- Value vs. prior quarter
- Nvidia Corporation7.0%
- Apple Inc.6.4%
- Microsoft Corp.4.0%
- Amazon Com Inc.3.4%
- Alphabet Inc. · Cap Stk CL A3.1%
- Broadcom Inc.2.6%
- Alphabet Inc. · Cap Stk CL C2.5%
- Micron Technology Inc.2.0%
- Meta Platforms Inc. · CL A1.8%
- Tesla Inc.1.8%
Together, the ten largest are 34.6% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $15.11B is not its $202.97B in regulatory assets and does not represent any individual client's portfolio.
Fees
Ifm Investors Pty is paid through a percentage of assets under management and performance-based fees.
Ifm Investors Pty’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Ifm Investors Pty has 5 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Ifm Investors Pty LTD
- Headquarters
- Level 33, 50 Lonsdale Street, Melbourne, Australia VIC 3000
- Phone
- 611300651607
- Website
- ifminvestors.com
- SEC file
- 801-78649
- Structure
- corporation organized in Australia
- Fiscal year end
- June
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Ifm Investors Pty have?
Ifm Investors Pty has 80 clients and manages $203 billion for them, as of September 2026. They include 32 pooled investment vehicles, 31 pension and profit-sharing plans and 13 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Ifm Investors Pty offer?
Ifm Investors Pty provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Ifm Investors Pty have?
Ifm Investors Pty has 0 investment adviser representatives registered with state securities authorities, out of 933 employees, and 277 perform investment advisory functions. 2 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ifm Investors Pty invest in?
At the end of its last fiscal year, Ifm Investors Pty’s separately managed accounts held 76% exchange-traded equities, 16% investment grade corporate bonds, 4% receivables and payables from private equity investments and investments in other fixed income securities, 3% cash and equivalents, 2% high-yield corporate bonds and 1% non-exchange-traded equities. It advises 11 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ifm Investors Pty?
Ifm Investors Pty is owned through a holding company by Industry Super Holdings Pty LTD. Its direct owner is Ifm Holdings Pty LTD (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Ifm Investors Pty get paid?
Ifm Investors Pty is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file