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AIM Gateway Fund & AIM Global High Conviction Fund

The AIM Gateway Fund is an Australian unit trust and registered managed investment scheme issued by Theta Asset Management Limited (ABN: 37 071 807 684) providing retail and wholesale investors with exposure to the AIM Global High Conviction Fund (the “AIM Fund”). The AIM Fund is a wholesale unit trust, managed by Charlie Aitken.

Who is Charlie Aitken

Charlie Aitken is the Chief Executive Officer and Chief Investment Officer of the AIM Fund.

Charlie has more than 22 years of equity and futures market experience. He was the author of the Ringing the Bell newsletter and previously the Under the Southern Cross newsletter. He is an expert contributor to the Switzer Super Report and, previously, Alan Kohlers Eureka Report. He appears frequently on Australian and global financial media as an expert on Australian equities and global macroeconomic strategy.

Charlies career experience includes being a Director and Head of Sydney Sales Trading for Citigroup, Executive Director and Partner of Southern Cross Equities and Executive Director and Board Member of the ASX listed Bell Financial Group.

He is best known for his high conviction, top down and bottom up investment ideas formulated from consistently meeting with listed and unlisted companies, policymakers and regulators.

AIM is the acronym for Aitken Investment Management.

The AIM Fund has a team of highly experienced portfolio managers, analysts and traders to ensure the AIM Fund generates maximum portfolio leverage to both domestic and international high conviction investments. Aitken Investment Management Pty Ltd (ACN 603 583 768) is the trustee and investment manager of the AIM Fund (AIM Investment Manager). The AIM Investment Manager is supported in its management of the AIM Fund by external legal, administration, taxation and audit service providers.

For more information visit the AIM Gateway Website 

 

You should read the Product Disclosure Statement (PDS) before deciding to acquire the product. The AIM Gateway Fund (ARSN: 613 156 479) is issued by the Funds responsible entity Theta Asset Management Limited (ABN 37 071 807 684) (AFSL: 230920). A copy of the PDS is available by downloading it from this website. Before making any decision to make or hold any investment in the Fund you should consider the PDS in full. An investment in the Fund must be through a valid application form attached to the PDS. You should not base an investment decision simply on past performance. Past performance is not an indicator of future performance. The investment returns and the return of capital from an investment in the AIM Gateway Fund are not guaranteed, and the value of an investment may rise or fall. The information on this webpage is General advice only. General advice is advice which is provided to you without regard to your individual objectives, financial situation or needs. It is not specific advice for any particular investor and it is not intended to be passed on or relied upon by any person. Before making any decision about the general advice provided, you should consider the appropriateness of the general advice presented, having regard to your personal objectives, financial situation and needs and seek independent financial and taxation advice. You should also read our disclaimer at http://www.sequoiaam.com.au/disclaimer/ as it applies to you in your dealings with Sequoia Asset Management Pty Ltd, and its representatives including Sequoia Funds Management Pty Ltd.