AIM Age Steps strategy profile

PDF.jpg Download as PDF

 

Overall objective

The objective of AIMAge Steps is to target a medium risk “balanced” profile of the main asset classes that reflects the period the member has to go to retirement (age 65). It automatically increases the allocation to cash and bonds as retirement approaches. It also assumes that a member will continue to invest their savings after age 65 and spend their savings over their future retirement.

 

Investment strategy

If you choose AIMAge Steps, each $100 of your savings is allocated to the individual investment Pools to provide you with an overall strategy, based on your age.

You can view the pool allocation for this strategy by downloading the PDF version.

 

 


SuperLife is a registered superannuation scheme that lets members combine ten different single sector pools into a strategy or Mix to meet their retirement and investment needs.

Members can also choose one of the standard Mixes (AIM30, AIM60, AIM80 and AIMAge Steps) or the discretionary strategies of Managed60 Pool, AIMFirst Home or the D fund.

The standard Mixes are fixed mixes of the Pools and direct new savings into the Pools.