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AVZ Amvescap

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Enhanced Investment Options Added to The AIM College Savings Plan(R)

26/03/2007 6:36pm

Business Wire


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AIM Investments announced today that it has made several important enhancements to The AIM College Savings Plan. The changes, which take effect today, include new allocation investment options and lower expenses. The plan’s new investment options – including five allocation portfolios with allocations that range from conservative to growth, and five enrollment-based portfolios that range from 13+ Years to College to College Now – invest in the AIM Allocation Solutions funds. “These investment enhancements are based on the timeless principle of asset allocation – a strategy that seeks to balance risk and reward by spreading investments across several types of asset classes such as stocks and bonds,” said Gary Wendler, AIM’s director of Product Strategy and Investment Services. “We researched AIM’s broad range of mutual funds to determine which funds best represented each asset class within the five portfolios. These portfolios each invest in nine to 11 underlying funds, all actively managed by teams of experienced portfolio managers.” AIM also has modified the annual account fee structure to include new options for fee waivers. There is no annual account fee when contributions are made through an automatic investment plan or an account balance of at least $25,000. The new investment portfolios, and the underlying Allocation Fund in which the new portfolios invest: New Investment Portfolio   Underlying Allocation Fund Allocation Portfolios     AIM Growth Allocation Fund 529 Portfolio   AIM Growth Allocation Fund AIM Moderate Growth Allocation Fund 529 Portfolio   AIM Moderate Growth Allocation Fund AIM Moderate Allocation Fund 529 Portfolio   AIM Moderate Allocation Fund AIM Moderately Conservative Allocation Fund 529 Portfolio   AIM Moderately Conservative Allocation Fund AIM Conservative Allocation Fund 529 Portfolio   AIM Conservative Allocation Fund Enrollment-Based Portfolios     13+ Years to College Portfolio   AIM Growth Allocation Fund 7-12 Years to College Portfolio   AIM Moderate Growth Allocation Fund 4-6 Years to College Portfolio   AIM Moderate Allocation Fund 1-3 Years to College Portfolio   AIM Moderately Conservative Allocation Fund College Now Portfolio   AIM Conservative Allocation Fund Individual Fund Portfolio     AIM Money Market Fund 529 Portfolio   AIM Money Market Fund Important Information about The AIM College Savings Plan The AIM College Savings Plan is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer. The AIM College Savings Plan offers a series of investment portfolios within the Nebraska Educational Savings Plan Trust (plan issuer), which offers other investment portfolios not affiliated with The AIM College Savings Plan. The AIM College Savings Plan is intended to operate as a qualified tuition program, pursuant to section 529 of the U.S. Internal Revenue Code. The Nebraska State Treasurer serves as trustee of The AIM College Savings Plan; A I M Capital Management, Inc. serves as the investment manager, with the oversight of the Nebraska Investment Council; A I M Distributors, Inc. serves as the distributor; and AIM Investment Services, Inc. serves as the servicing agent. Union Bank & Trust Company serves as program manager. State and local tax laws vary. Before investing, non-Nebraska residents should consider the state tax and other benefits that may only be available for investments in a qualified tuition program offered by the home state of the investor or designated beneficiary. An investment in AIM Money Market Fund 529 Portfolio is not insured by the Federal Deposit Insurance Corp. or any other government agency. Although the portfolio seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the portfolio. Investors in the plan do not hold shares of the underlying AIM Funds directly, but rather shares in a portfolio of the plan. There are risks associated with investing in The AIM College Savings Plan. Please obtain an Enrollment Handbook for details regarding those risks.” About AIM Investments AIM Investments is dedicated to building solutions for its clients with exceptional products and services through multiple investment management styles and a broad range of investment portfolios – mutual funds, exchange-traded funds, retirement products, separately managed accounts for high-net-worth and institutional investors, annuities, cash management, college savings plans and offshore products. For more information, visit www.aiminvestments.com. AIM Investments had approximately $149 billion in assets under management as of Feb. 28, 2007. AIM Investments is a service mark of A I M Management Group Inc. A I M Advisors, Inc., A I M Capital Management, Inc., and AIM Private Asset Management, Inc. are the investment advisors for the products and services represented by AIM Investments. A I M Distributors, Inc. is the distributor for the retail mutual funds and Fund Management Company is the distributor for the institutional money market funds represented by AIM Investments. About AMVESCAP AMVESCAP is a leading independent global investment manager, dedicated to helping people worldwide build their financial security. Operating under the AIM, AIM Trimark, Atlantic Trust, INVESCO, Invesco Perpetual, PowerShares and WL Ross & Co. brands, AMVESCAP strives to deliver outstanding products and services through a comprehensive array of enduring investment solutions for our retail, institutional and private wealth management clients around the world. The company, which had approximately $465 billion in assets under management as of Feb. 28, 2007, is listed on the London, New York and Toronto stock exchanges with the symbol “AVZ.” Additional information is available at www.amvescap.com. Note to editors -- We are required to include the following information with our news release: Consider the investment objectives, risks, and charges and expenses carefully before investing. For this and other information about The AIM College Savings Plan®, please obtain an Enrollment Handbook and Participation Agreement from your financial advisor and read it carefully before investing. Accounts in The AIM College Savings Plan are distributed through A I M Distributors, Inc. A I M Distributors, Inc.

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