There’s no shortage of assistance in getting you started with an investment but, once you've got it, how many actually provide you with continuous monitoring, expert advice and management to make sure that your investment keeps working for you?
At Essential we believe that pro-active management is fundamental to the success of an investment.
With our highly acclaimed Active Investment Management (AIM) service, Essential reviews your fund selection each and every month, and automatically performs switches in line with an expert consensus of leading fund management groups with a combined 2,000 years experience and more than US$5 trillion under management. Fund selection is determined on a number of different criteria including fund performance (discrete and cumulative), manager performance, performance against sector, expense ratio, volatility (alpha, beta, sharpe ratios) and ratings from both Morningstar and Standard & Poors.
AIM has outperformed the S&P500, FTSE, Hang Seng, Nikkei and World Index since launch.
There are three AIM strategies to choose from:
AIM Equity
100% equities
suitable for longer term objectives or for those more comfortable with fluctuating markets.
Performance goal of 12-15% per annum.
AIM Balanced
75% equities / 25% bonds
suitable for medium term objectives or for those less comfortable with risk.
Performance goal of 10-12% per annum.
AIM Cautious
50% equities / 50% bonds
suitable for shorter term objectives or for those who are fairly risk averse.
Performance goal of 7-10% per annum.
Your investment vehicle is like any other, if you do not drive and maintain it correctly, it will not get you to where you need to be. Take AIM. Hit your targets!
Essential does not charge for its AIM service on regular savings plans.
Do you have an existing investment that hasn’t performed as it should? Make a simple switch to AIM and we’ll automatically take care of all future switches for you.
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here to view the AIM performance.
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here to contact us for more details.