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
07/25/2017 BUYB0173 Buyback Leaders Portfolio
07/27/2017 DVSO0173 Dividend Sustainability Strategic Opportunity Portfolio
08/01/2017 BDST0173 Balanced Dividend Sustainability & Income Portfolio
08/02/2017 DISC0173 Closed-End Strategy: Discount Opportunity Portfolio
08/16/2017 INBY0173 Insider Buy Strategy
08/17/2017 GWTR0173 Global Water Portfolio
Date Symbol/Series Trust Name
07/25/2017 QUAL0196 Quality Municipal Income Trust, 20+ Year
07/31/2017 IMIT0694 Insured Municipals Income Trust
08/03/2017 HIGT0028 Investment Grade Corporate Trust, 5-8 Year
Date Symbol/Series Trust Name
08/02/2017 DISC0173 Closed-End Strategy: Discount Opportunity Portfolio
08/02/2017 HEDG0173 Inflation Hedge Portfolio
08/17/2017 NLEV0173 Closed-End Strategy: Select Opportunity Portfolio