Here’s everything you need to know about Aam High 50 Dividend Strategy Portfolio. Find all the information it in this article.
Purchase entitles you to Quicken for 1 or 2 years , beginning at buy. At the top of the membership period, membership will routinely renew every year and you could be charged the then-current value . See the ADV for Advisors Asset Management, Inc. for extra details about the firm, charges, strategies and associated dangers.
At the end of the membership interval , membership will routinely renew every year for a interval of 1 yr and you’ll be charged the then-current price . Issuer RisksAn issuer could additionally be unable to make revenue and/or principal payments sooner or later. This may cut back the extent of dividends a fund pays which would scale back your earnings and trigger the value of your models to fall.
Advisors Asset Management’s High 50 Dividend Strategy Portfolio Surpasses $1 Billion In Property
The distribution rate paid by the belief could also be greater or lower than the amount proven above because of elements including, but not restricted to, changes in the price of belief units, adjustments in distributions paid by issuers, changes in precise belief bills and gross sales of securities in the portfolio. There is not any assure that the issuers of the securities included in the trust will pay any distributions in the future. The proportion shown relies on the current provide value in the course of the preliminary providing interval.
The deferred gross sales charge is a set greenback amount and is paid in month-to-month installments. The creation & growth fee is a hard and fast dollar quantity and is paid at the finish of the preliminary offering interval. The preliminary and deferred sales fees don’t apply to fee-based accounts. This investment method of the High 50® Dividend Strategy Portfolios was formulated as an answer for traders to generate present revenue with the potential for capital appreciation.
The results and portfolios for particular person portfolios may range. Investment returns and principal value will fluctuate and there could be no assurance that any strategy’s objective shall be achieved. The S&P 500® Index is an unmanaged, market-capitalization weighted index of the 500 largest U.S. publicly traded companies by market worth. It is probably certainly one of the commonest benchmarks for the broader U.S. equity markets.
The monetary situation of an issuer may worsen or its credit scores might drop, resulting in a discount in the value of your units. This could occur at any point in time, including through the primary offering interval. Approximately 10% weight in each of the 9 Global Industry Classification Standard (GICS®) sectors apart from the Financials and Real Estate sectors and approximately 10% weight from the Financials and Real Estate GICS® sectors combined . The belief invests in these 50 stocks in approximately equal weightings. Effectively, after September 1, 2016 the technique seeks to treat the brand new Real Estate GICS® sector as if it was nonetheless positioned under the Financials GICS® sector . Learn concerning the significance of diversification in your sector allocation.
Simplifi By Quicken
This historic price is for illustrative functions solely and is not indicative of quantities that will actually be distributed by the belief. For greater than 30 years, Advisors Asset Management has been a trusted funding options companion for monetary advisors and broker-dealers. AAM provides a various vary of innovative, high-quality products and assist companies that enable advisors to fulfill their shoppers’ needs.
“Investors who have the correct long-term mindset and adhere to a purchase, maintain and rebalance strategy have the potential to be rewarded for an additional fifteen years.” This year and we’re proud that the High 50® answer has been generating revenue for a wide variety of investors for 15 years.” Build custom portfolios and provide your purchasers with intuitive portfolio reporting.
Financial Services & Investing Overview
“Finding solutions similar to dividend investing, which may generate constant long-term revenue and have the potential for progress, aligns properly with the methods of all kinds of investors.” The VantageScore provided beneath the supply described right here uses a proprietary credit scoring mannequin designed by VantageScore Solutions, LLC. There are quite a few different credit scores and models within the marketplace, together with completely different VantageScores. Please bear in mind third events may use a special credit score when evaluating your creditworthiness.
AAM chooses the shares by first analyzing over 7,000 corporations listed on the New York Stock Exchange, NASDAQ and NYSE AMEX Composite Index. Following the appliance of its investment standards, the five highest dividend-yielding shares within the 10 Global Industry Classification Standard sectors are selected. To decrease risk, the ensuing portfolio is weighted roughly 10% per GICS sector and 2% per inventory.
This product info does not constitute an offer to sell, or a solicitation of a proposal to buy securities in any state, jurisdiction, or to any person to whom it’s not lawful to make such a proposal. There are no present stakeholders of Aam High 50 Dividend Strategy. For informational purposes only and not a suggestion to buy or sell any safety.
TerminationThe belief sponsor and/or trustee may terminate the belief earlier than the specified termination date upon the occurrence of sure specified events as provided within the prospectus, although is unlikely to take action due to the 15-month structure of the belief.
Heavy Industry & Manufacturing
Under normal situations, AAM will seek to speculate strategy assets in accordance with the funding objectives as acknowledged above. Unusual market conditions, particular directions and/or account restrictions might trigger particular person accounts to exhibit characteristics outdoors of the stated aims and will impact our capability to attain said aims. Sales charges are as a share of the basic public provide price per unit. High 50® may be utilized as a set earnings surrogate or as a strategic core equity allocation due to its disciplined method and powerful time-tested outcomes.
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Every High 50 Dividend Strategy Portfolio UIT matures after 15 months, and existing investors may roll over their property into a new UIT at a reduced gross sales charge at maturity. Purchase entitles you to Quicken for 1 or 2 years , starting at buy, plus three free bonus months, if relevant.
View All Client Merchandise & Retail
Investors ought to read the prospectus fastidiously earlier than investing which incorporates an in depth explanation of the funding aims, risks, expenses, and bills. Investors should seek the assistance of their accounting, legal, or tax advisor. The High 50 Dividend Strategy Portfolio is a Unit Investment Trust consisting of a maximum of 50 shares selected utilizing a proprietary dividend-oriented strategy.
View All Heavy Trade & Manufacturing
A portfolio of shares chosen utilizing a specialized dividend-oriented strategy that seeks above common whole return. This funding method was formulated to generate income with the potential for capital appreciation, and focuses on diversification, dividend revenue and long-term self-discipline.
Financial Providers & Investing
Later software of the technique may outcome in the number of totally different securities. Investors should think about the trust’s funding aims, dangers, expenses and bills fastidiously earlier than investing. Consult your monetary advisor for a prospectus or obtain a prospectus on-line which contains this and other details about the belief. Read the prospectus rigorously before you invest or send money. A Market Linked Trust is advanced and is not suitable for all traders.