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
04/25/2017 BUYB0172 Buyback Leaders Portfolio
04/28/2017 INFA0172 American Infrastructure Growth Portfolio
04/28/2017 LBOP0171 Buyout Opportunity Portfolio
05/01/2017 BDST0172 Balanced Dividend Sustainability & Income Portfolio
05/01/2017 DVST0172 Dividend Sustainability Portfolio
05/01/2017 EDST0172 European Dividend Sustainability Portfolio
05/01/2017 GDST0172 Global Dividend Sustainability Portfolio
05/01/2017 IDST0172 International Dividend Sustainability Portfolio
05/01/2017 SDOW0173 Select 10 Industrial Portfolio
05/02/2017 DISC0172 Closed-End Strategy: Discount Opportunity Portfolio
05/04/2017 ENGY0172 Energy Portfolio
05/04/2017 FITT0172 Financial Institutions Portfolio
05/04/2017 HCRX0172 Diversified Healthcare Portfolio
05/04/2017 UTIL0172 Utility Income Portfolio
05/04/2017 VCSR0172 REIT Income Portfolio
05/10/2017 HIAP0172 High Income Allocation Portfolio
05/12/2017 PFOP0172 Preferred Opportunity Portfolio
Date Symbol/Series Trust Name
04/25/2017 IGMT0189 Investment Grade Municipal Trust, 20+ Year
04/27/2017 IGIN0074 Investment Grade Municipal Trust, 7-13 Year
05/02/2017 QMLM0094 Quality Municipal Income Trust, 10-20 Year
Date Symbol/Series Trust Name
04/21/2017 GLIN0172 Closed-End Strategy: Global Income Portfolio
04/21/2017 LOAN0172 Clsd-End Strgy: Sen Loan and Ltd Dur
05/02/2017 DISC0172 Closed-End Strategy: Discount Opportunity Portfolio
05/10/2017 MLPI0172 MLP & Income Portfolio