AIM Global High
Conviction Fund
About the Fund
The AIM Global High Conviction Fund provides Australian and New Zealand investors with the opportunity to diversify into a unique global equity proposition.
The Fund seeks to outperform a broad global equity benchmark, while providing sensible downside protection from permanent capital loss, over the medium- to long-term. In constructing the Fund and selecting high-quality global businesses with which to populate it, we target returns of between 8% - 12% over the investment horizon.
Target Market Determination (TMD): The Fund is appropriate for investors with "Medium to High" risk and return profiles. A suitable investor for this Fund is prepared to accept medium to high risk in the pursuit of capital growth, with a medium- to long-term investment timeframe. Investors should refer to the Target Market Determination (TMD) for further information, which can be found here.
Fund Facts
Minimum Investment
Class A (Non Restricted Class)
$20,000 initial; $5,000 top-ups
Class B (Financial Advisers)
$2m per adviser group
Management Fee
Class A (Non Restricted Class)
1.341% (inc. GST, net of RITC)
Class B (Financial Advisers)
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Performance Fee
10% (inc. GST) above a high-water mark & above the benchmark
Administrator
Mainstream BPO
Auditor & Legal Counsel
Ernst & Young
Responsible Entity
The Trust Company (RE Services) Limited
Constantia
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