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
10/18/2016 DIVP0164 Dividend Income & Value Portfolio
10/24/2016 TURNA0164 Turnaround Strategy Portfolio
10/25/2016 BUYB0164 Buyback Leaders Portfolio
10/28/2016 INFA0164 American Infrastructure Growth Portfolio
11/01/2016 BDST0164 Balanced Dividend Sustainability & Income Portfolio
11/01/2016 DVST0164 Dividend Sustainability Portfolio
11/01/2016 EDST0164 European Dividend Sustainability Portfolio
11/01/2016 GDST0164 Global Dividend Sustainability Portfolio
11/01/2016 IDST0164 International Dividend Sustainability Portfolio
11/01/2016 SDOW0166 Select 10 Industrial Portfolio
11/02/2016 DISC0164 Closed-End Strategy: Discount Opportunity Portfolio
11/03/2016 ENGY0164 Energy Portfolio
11/03/2016 FITT0164 Financial Institutions Portfolio
11/03/2016 HCRX0164 Diversified Healthcare Portfolio
11/03/2016 UTIL0164 Utility Income Portfolio
11/03/2016 VCSR0164 REIT Income Portfolio
11/09/2016 HIAP0164 High Income Allocation Portfolio
11/14/2016 PFOP0164 Preferred Opportunity Portfolio
Date Symbol/Series Trust Name
10/20/2016 IGLM0064 Investment Grade Income Trust, 10-20 Year
10/21/2016 IGTT0011 Investment Grade Municipal Trust, 10-20 Year
10/26/2016 HIGT0022 Investment Grade Corporate Trust, 5-8 Year
11/10/2016 IGIN0072 Investment Grade Municipal Trust, 7-13 Year
Date Symbol/Series Trust Name
10/21/2016 GLIN0164 Closed-End Strategy: Global Income Portfolio
10/21/2016 LOAN0164 Clsd-End Strgy: Sen Loan and Ltd Dur
11/02/2016 DISC0164 Closed-End Strategy: Discount Opportunity Portfolio
11/09/2016 MLPI0164 MLP & Income Portfolio