FAQs

Investment Strategy

The AIM Investment Manager employs a high-conviction thematic long-short strategy, investing primarily in global listed equities, as well as selected commodities, currencies and derivatives. The AIM Investment Manager may also choose to move the AIM Fund’s assets entirely to cash during times of extreme uncertainty. The AIM Fund’s investment philosophy is focused on identifying key macroeconomic thematics, finding undervalued securities exposed to such thematics and looking for asymmetric return profiles. The AIM Fund is a high conviction fund, which means [...]

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Investment Objective

The AIM Gateway Fund is a “feeder fund” which is managed by Sequoia Funds Management Pty Ltd (a corporate authorised representative (no. 001243250) of Sequoia Asset Management Pty Limited (ABN 70 135 907 550, AFSL 341506) and designed to provide investors with returns linked to the performance of the AIM Fund and Cash (net of fees). The Gateway Fund invests almost entirely in the AIM Fund, with the balance held in Cash.

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Investment Process

The AIM Fund uses a medium-term “top down meets bottom up” strategy. The AIM Investment Manager will identify “top-down” global macroeconomic structural growth themes and will then select, “bottom-up”, the best equities or instrument globally for access to those themes. This may involve Long or Short positions. The AIM Fund will also allocate capital for short-term opportunistic trading of liquidity events or equity capital markets transactions (including initial public offerings, secondary raisings and block trades). The AIM Investment Manager will employ [...]

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Investment Performance

[go_pricing id=”aim_gateway”] *Ex Distribution has been declared as of 30th June 2018  as $0.005636375 per unit The timing of the calculation and release of the unit prices for the AIM Gateway Fund is subject to the issue of a valuation statement by the administrators of the AIM Fund. Generally, the valuation statement is issued within 2 to 3 weeks after month end date, however, the timing may exceed 3 weeks for the June valuation report.

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