Financial Products

Unit Trusts

Browse all trusts

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
07/13/2018 ALLC0183 All Cap Core Strategy
07/13/2018 DVLD0183 Dividend Income Leaders Strategy Portfolio
07/13/2018 LRGC0183 Large Cap Core Strategy
07/13/2018 LRGV0183 Large Cap Value Strategy
07/13/2018 MIDC0183 Mid Cap Core Strategy
07/13/2018 PICK0183 S&P PowerPicks Portfolio
07/13/2018 SMLC0183 Small Cap Core Strategy
07/17/2018 DIVP0183 Dividend Income & Value Portfolio
07/24/2018 BUYB0183 Buyback Leaders Portfolio
07/27/2018 INFA0183 American Infrastructure Growth Portfolio
08/01/2018 BDST0183 Balanced Dividend Sustainability & Income Portfolio
08/01/2018 DVST0183 Dividend Sustainability Portfolio
08/01/2018 EDST0183 European Dividend Sustainability Portfolio
08/01/2018 GDST0183 Global Dividend Sustainability Portfolio
08/01/2018 IDST0183 International Dividend Sustainability Portfolio
08/02/2018 DISC0183 Closed-End Strategy: Discount Opportunity Portfolio
08/03/2018 ENGY0183 Energy Portfolio
08/03/2018 FITT0183 Financial Institutions Portfolio
08/03/2018 HCRX0183 Diversified Healthcare Portfolio
08/03/2018 UTIL0183 Utility Income Portfolio
08/03/2018 VCSR0183 REIT Income Portfolio
08/07/2018 MHIT0183 Multi-Asset High Income Portfolio
08/07/2018 MHIT0183 Multi-Asset High Income Portfolio
08/08/2018 HIAP0183 High Income Allocation Portfolio
08/08/2018 PFOP0183 Preferred Opportunity Portfolio
Date Symbol/Series Trust Name
07/17/2018 QMLM0098 Quality Municipal Income Trust, 10-20 Year
07/19/2018 IMIT0701 Insured Municipals Income Trust
07/25/2018 QUAL0200 Quality Municipal Income Trust, 20+ Year
Date Symbol/Series Trust Name
07/20/2018 GLIN0183 Closed-End Strategy: Global Income Portfolio
07/20/2018 LOAN0183 Clsd-End Strgy: Sen Loan and Ltd Dur
07/27/2018 MLPI0183 MLP & Income Portfolio
08/02/2018 DISC0183 Closed-End Strategy: Discount Opportunity Portfolio
08/02/2018 HEDG0183 Inflation Hedge Portfolio