Funds

Institutional Investor

Aeon Investment Management aims to be the investment manager of choice for the institutional retirement market in South Africa and abroad providing a client-centric professional service. All our client’s investments are managed with the highest consideration to provide consistent alpha generation to achieve long-term wealth creation.

Aeon Investment Management is a signatory of the United Nations Principles for Responsible Investment (PRI) with exceptional ratings. One of our key features is the incorporation of Environmental, Social and Governance (ESG) principles in our investment process.

Institutional investors seeking to invest in equity or multi-asset class mandates with Aeon Investment Management may do so through our segregated portfolios.

Our Funds

Aeon Active Equity Fund

All equity funds or products are managed according to the same philosophy and process, subject to client requirement and mandate constraints.

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FUND FACT SHEET

Aeon Balanced Fund (CPI +5%)

Aeon’s Balanced Fund strategy invests in a range of income, domestic and foreign equity assets and strategies.

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FUND FACT SHEET

Global Equity (Carve-Out)

Aeon Global Active Equity is a bottom-up global equity strategy that invests in undervalued companies with sustainable earnings growth, aiming to deliver superior risk-adjusted returns across market cycles.

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Terms & Conditions

Please take note that the site you are about to access (“Site”) is intended only for institutional investors.

Investors should take cognisance of the fact there are risks involved in buying and selling any financial product. Past performance is not necessarily indicative of future performance.

All returns are gross of fees and not net of fees.

By clicking “Accept” below, you consent to the above terms and conditions. You confirm that you are an institutional investor and not an individual investor. You confirm that you are aware all quoted returns are gross of fees.

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