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
07/01/2016 EAFE0163 EAFE Select 20 Portfolio
07/01/2016 EDVY0163 The Dow Jones Select Dividend Index Strategy Portfolio
07/01/2016 GLDV0163 Global 45 Dividend Strategy Portfolio
07/01/2016 SCOR0163 Select S&P Core Portfolio
07/01/2016 SDOW0164 Select 10 Industrial Portfolio
07/01/2016 SPIN0163 Select S&P Industrial Portfolio
07/11/2016 ALLC0163 All Cap Core Strategy
07/11/2016 DVLD0163 Dividend Income Leaders Strategy Portfolio
07/11/2016 LRGC0163 Large Cap Core Strategy
07/11/2016 LRGV0163 Large Cap Value Strategy
07/11/2016 MIDC0163 Mid Cap Core Strategy
07/11/2016 PICK0163 S&P PowerPicks Portfolio
07/11/2016 SMLC0163 Small Cap Core Strategy
07/12/2016 DIVP0163 Dividend Income & Value Portfolio
Date Symbol/Series Trust Name
06/20/2016 IGSC0022 Investment Grade Corporate Trust, 3-7 Year
06/21/2016 HIGT0018 Investment Grade Corporate Trust, 5-8 Year
07/07/2016 IGMT0186 Investment Grade Municipal Trust, 20+ Year
07/12/2016 IGLT0072 Investment Grade Income Trust, 20+ Year
Date Symbol/Series Trust Name
07/05/2016 CSCC0163 Clsd-End Stgy: Covered Call Income Portfolio
07/05/2016 CSNA0163 Clsd-End Strgy: Master Muni Income - National
07/05/2016 CSVP0163 Clsd-End Stgy: Value Equity and Income Port
07/05/2016 MSTR0163 Clsd-End Strgy: Master Income Portfolio
07/15/2016 GLIN0163 Closed-End Strategy: Global Income Portfolio
07/15/2016 LOAN0163 Clsd-End Strgy: Sen Loan and Ltd Dur