Financial Products

Unit Trusts

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Unit Trusts

Unit Trusts provide a simple, convenient way to gain exposure to an asset class, market sector or investment discipline. Like a traditional mutual fund, unit trusts hold a pool of securities (such as stocks, bonds or alternative investments) chosen by a professional investment manager and are available with a wide range of objectives and risk levels.

Upcoming/Recent Trust Deposits at a Glance | View Full Cusips and Materials

Date Symbol/Series Trust Name
07/22/2016 INFA0163 American Infrastructure Growth Portfolio
07/26/2016 BUYB0163 Buyback Leaders Portfolio
08/01/2016 DVST0163 Dividend Sustainability Portfolio
08/01/2016 EDST0163 European Dividend Sustainability Portfolio
08/01/2016 GDST0163 Global Dividend Sustainability Portfolio
08/01/2016 IDST0163 International Dividend Sustainability Portfolio
08/02/2016 DISC0163 Closed-End Strategy: Discount Opportunity Portfolio
08/04/2016 ENGY0163 Energy Portfolio
08/04/2016 FITT0163 Financial Institutions Portfolio
08/04/2016 HCRX0163 Diversified Healthcare Portfolio
08/04/2016 UTIL0163 Utility Income Portfolio
08/04/2016 VCSR0163 REIT Income Portfolio
08/10/2016 HIAP0163 High Income Allocation Portfolio
08/12/2016 PFOP0163 Preferred Opportunity Portfolio
08/17/2016 HDVP0163 Global High Dividend Portfolio
Date Symbol/Series Trust Name
07/25/2016 QMLM0091 Quality Municipal Income Trust, 10-20 Year
07/26/2016 IGLM0063 Investment Grade Income Trust, 10-20 Year
08/03/2016 IGTT0010 Investment Grade Municipal Trust, 10-20 Year
Date Symbol/Series Trust Name
08/02/2016 DISC0163 Closed-End Strategy: Discount Opportunity Portfolio
08/02/2016 HEDG0163 Inflation Hedge Portfolio
08/10/2016 MLPI0163 MLP & Income Portfolio