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Funds > Institutional Investor

Fund Fact Sheets

Aeon Investment Management manages the Aeon Active Equity Fund and the Aeon Balanced Fund.

Aeon Active Equity Fund (Composite) 2025 09

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Aeon Balanced Fund (CPI + 5%) 2025 09

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Aeon Investment Management (Pty) Ltd is an authorised financial services provider and a Level 1 B-BBEE Contributor. Registration No. 2005/013315/07 | FSP No. 27126

4th Floor, The Citadel, 15 Cavendish Street, Claremont, 7708, Cape Town, South Africa.

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  • Home
  • About
    • Company Overview
    • Investment Approach
    • Our Team
    • Board of Directors
    • Corporate Social Responsibility
    • Careers at Aeon
  • Funds
    • Institutional
      • Active Equity Fund
      • Aeon Balanced Fund (CPI +5%)
      • Global Equity (Carve-Out)
      • Fund Fact Sheets
    • Retail
      • Active Equity Prescient Fund
      • Aeon Balanced Prescient Fund
      • Fund Fact Sheets
  • Responsible Investing
    • ESG Policies
      • Environmental Policy
      • Social Policy
      • Governance Policy
      • Disclosure Frameworks
    • Engagement Activities
      • Quarterly Proxy Voting
      • Proxy Voting Summaries
      • Stewardship Report
  • Insights
  • Contact
  • mm-ast-icon-4017Company Brochure
  • mm-ast-icon-4018Investor Login
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  • Home
  • About
    • Company Overview
    • Investment Approach
    • Our Team
    • Board of Directors
    • Corporate Social Responsibility
    • Careers at Aeon
  • Funds
    • Institutional
      • Active Equity Fund
      • Aeon Balanced Fund (CPI +5%)
      • Global Equity (Carve-Out)
      • Fund Fact Sheets
    • Retail
      • Active Equity Prescient Fund
      • Aeon Balanced Prescient Fund
      • Fund Fact Sheets
  • Responsible Investing
    • ESG Policies
      • Environmental Policy
      • Social Policy
      • Governance Policy
      • Disclosure Frameworks
    • Engagement Activities
      • Quarterly Proxy Voting
      • Proxy Voting Summaries
      • Stewardship Report
  • Insights
  • Contact
  • mm-ast-icon-4017Company Brochure
  • mm-ast-icon-4018Investor Login