Retail Investor2018-05-28T10:32:29+00:00

Retail Investor

Individual investors seeking to use one of the unit trusts funds offered by Aeon Investment Management may look at our Aeon Smart Multi-Factor Equity Prescient Fund or the Aeon Balanced Prescient Fund.

All our client’s investments are managed with the highest consideration to provide consistent alpha generation to achieve long-term wealth creation.

Unit Trust Funds Offered

Forms

Aeon Investment Management Co-Named UT Additional Application Form – download

Aeon Investment Management Co-Named UT Application Form – TFSA – download

Aeon Investment Management Co-Named UT Redemption Form – download

Aeon Investment Management UT Application Form – Individual – download

Aeon Investment Management UT Application Form – Legal Entities – download

Aeon Investment Management UT Switch Form – download

Aeon Investment Management Minimum Disclosure Document – download

Visit our “Investor Portal” to start the process. For further information or queries, please contact us at funds@aeonim.co.za

“Don’t try to buy at the bottom and sell at the top. It can’t be done except by liars.” – Bernard Baruch