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
01/12/2017 ALLC0171 All Cap Core Strategy
01/12/2017 DVLD0171 Dividend Income Leaders Strategy Portfolio
01/12/2017 LRGC0171 Large Cap Core Strategy
01/12/2017 LRGV0171 Large Cap Value Strategy
01/12/2017 MIDC0171 Mid Cap Core Strategy
01/12/2017 PICK0171 S&P PowerPicks Portfolio
01/12/2017 SMLC0171 Small Cap Core Strategy
01/17/2017 DIVP0171 Dividend Income & Value Portfolio
01/27/2017 INFA0171 American Infrastructure Growth Portfolio
01/30/2017 MSBD0017 "Big Debates: 2017" Portfolio
01/31/2017 BUYB0171 Buyback Leaders Portfolio
02/01/2017 BDST0171 Balanced Dividend Sustainability & Income Portfolio
02/01/2017 DVST0171 Dividend Sustainability Portfolio
02/01/2017 EDST0171 European Dividend Sustainability Portfolio
02/01/2017 GDST0171 Global Dividend Sustainability Portfolio
02/01/2017 IDST0171 International Dividend Sustainability Portfolio
02/02/2017 DISC0171 Closed-End Strategy: Discount Opportunity Portfolio
02/03/2017 ENGY0171 Energy Portfolio
02/03/2017 FITT0171 Financial Institutions Portfolio
02/03/2017 HCRX0171 Diversified Healthcare Portfolio
02/03/2017 UTIL0171 Utility Income Portfolio
02/03/2017 VCSR0171 REIT Income Portfolio
Date Symbol/Series Trust Name
01/12/2017 IGMT0188 Investment Grade Municipal Trust, 20+ Year
01/12/2017 QMLM0093 Quality Municipal Income Trust, 10-20 Year
01/19/2017 IGTT0012 Investment Grade Municipal Trust, 10-20 Year
01/24/2017 IGIN0073 Investment Grade Municipal Trust, 7-13 Year
Date Symbol/Series Trust Name
01/20/2017 GLIN0171 Closed-End Strategy: Global Income Portfolio
01/20/2017 LOAN0171 Clsd-End Strgy: Sen Loan and Ltd Dur
02/02/2017 DISC0171 Closed-End Strategy: Discount Opportunity Portfolio
02/02/2017 HEDG0171 Inflation Hedge Portfolio