HI-YIELD STEADY INCOME
FOR IRAs, Employer Retirement/Pension Plans, Private Funds
Hi-Yield Stable Value Fund
The Hi-Yield Stable Value Fund is an optional investment choice for investors who become IRA or trust account clients of American Estate & Trust, LC (AE-Trust, http://www.trusteeamerica.com), and is only available after establishing one of those two types of accounts. The Fund is professionally and actively managed by AE-Trust, which is regulated by the Financial Institutions Division of the State of Nevada.
The Fund's goal is to generate yields for investors which are superior to bank CDs and money market funds. The Fund's investment objectives are designed to maintain a stable principal value in order to guarantee the return of each investor's principal, along with a guaranteed interest yield for the investment term chosen by the investor.
FREE IRA ACCOUNT
Maintain a minimum balance of $50,000 in the Hi-Yield Stable Value Fund, and your annual IRA or other account fees are free.
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All yields are automatically re-invested. Yields are classified as interest or ordinary income (which is tax deferred for retirement/pension plans and Traditional IRAs and non-taxable to Roth IRAs). The minimum required investment is $5,000, and the minimum investment term which is penalty free is six months. Your IRA or other trust account is free if you maintain a minimum balance of $50,000 in the Fund.
Current Yield Paid By The AE-Trust Hi-Yield Stable Value Fund.
| Annual Percentage Yield For Various Investment Amounts And Indicated Durations |
| Term |
$5,000-50,000 |
50,001-150,000 |
150,001-500,000 |
500,001-1,000,000 |
1,000,000 + |
| 6 Months |
3.50 |
4.00 |
4.50 |
5.00 |
5.50 |
| 12 Months |
4.00 |
4.50 |
5.00 |
5.50 |
6.00 |
| 24 Months |
4.50 |
5.00 |
5.50 |
6.00 |
6.50 |
Investment in the Fund can involve risks. For full details on how the Fund is governed, see the Disclosure Statement and Terms and Conditions.
Click Here for the AE-Trust Traditional IRA enrollment application form
Click Here for the AE-Trust Roth IRA enrollment application form
Click Here for a Retirement/Pension plan trust account application form
Footnote:
An investment in the Portfolio 4 Stable Value Fund involves risks. AE-Trust is regulated by the Financial Institutions Division of the State of Nevada. But the Fund is not FDIC insured or guaranteed and is not regulated under Rule 2a-7 of the SEC Investment Company Act of 1940. The safety of principal and the return of interest are guaranteed and backed only by the reserves of the Fund and the quality of the underlying investments of the Fund. To minimize risk, funds are spread across, invested in, a large number of investments so that the poor results of any one investment, if any, should have a limited effect on the Fund. American Estate & Trust, LC assumes no liability for losses in the underlying investments of the Fund, if any, though the company's only means of compensation for on-going management and administration of the Fund is to maximize the safety of principal and the Fund's yield.
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