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, the Aeon Balanced Prescient Fund or the Aeon Active Equity 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


Aeon Investment Management UT Application Form – Individual – download

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

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

Aeon Investment Management UT Application Form – Legal Entities – download

Aeon Investment Management UT Switch Form – download

Aeon Investment Management Co-Named UT Redemption Form – download

Aeon Investment Management Minimum Disclosure Document – download


Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CIS’s are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. There is no guarantee in respect of capital or returns in a portfolio. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested.

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

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