AAM/Phocas Real Estate Fund — new fund registration

Investment Managers Series Trust registered 1 new fund series on Form 485APOS, filed 2018-05-18. Featured series: AAM/Phocas Real Estate Fund.

Registration

• Registrant / trust: Investment Managers Series Trust
• CIK: 0001318342
• Form: 485APOS
• Filed: 2018-05-18
• State of incorporation: DE
• Accession: 0001398344-18-007787
• Reported net assets: $2.0M

Series & classes (3)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 1.68%
• Management fee: 0.65%
• Net expense ratio: 1.15%
• Other expenses: 0.78%

Investment objective

The investment objective of the AAM/Phocas Real Estate Fund (the Fund) is to seek long-term total investment return through a combination of capital appreciation and current income.

Advisers

• ADVISORS ASSET MANAGEMENT, INC. (Advisor)
• Phocas Financial Corporation (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2025-11-14 (2 new series)
• 485APOS — 2025-07-11 (1 new series)
• 485APOS — 2024-09-30
• 485APOS — 2024-08-28
• 485APOS — 2024-02-28
• 485APOS — 2024-01-24
• 485APOS — 2024-01-17 (3 new series)
• 485APOS — 2023-12-29
• 485APOS — 2023-12-29
• 485APOS — 2023-11-28
• 485APOS — 2023-08-28
• 485APOS — 2023-07-27

More

• Registrant profile: Investment Managers Series Trust
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