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
01/14/2019 PLCY0191 Policy Opportunities Portfolio
01/15/2019 DIVP0191 Dividend Income & Value Portfolio
01/17/2019 ALLC0191 All Cap Core Strategy
01/17/2019 DVLD0191 Dividend Income Leaders Strategy Portfolio
01/17/2019 LRGC0191 Large Cap Core Strategy
01/17/2019 LRGV0191 Large Cap Value Strategy
01/17/2019 MIDC0191 Mid Cap Core Strategy
01/17/2019 PICK0191 S&P PowerPicks Portfolio
01/17/2019 SMLC0191 Small Cap Core Strategy
01/23/2019 DSBW0191 Dividend Sustainability Buy-Write Portfolio
01/25/2019 INFA0191 American Infrastructure Growth Portfolio
01/29/2019 BUYB0191 Buyback Leaders Portfolio
02/01/2019 BDST0191 Balanced Dividend Sustainability & Income Portfolio
02/01/2019 DVST0191 Dividend Sustainability Portfolio
02/01/2019 EDST0191 European Dividend Sustainability Portfolio
02/01/2019 GDST0191 Global Dividend Sustainability Portfolio
02/01/2019 IDST0191 International Dividend Sustainability Portfolio
02/06/2019 HIAP0191 High Income Allocation Portfolio
02/06/2019 MHIT0191 Multi-Asset High Income Portfolio
02/06/2019 MHIT0191 Multi-Asset High Income Portfolio
02/06/2019 PFOP0191 Preferred Opportunity Portfolio
02/07/2019 ENGY0191 Energy Portfolio
02/07/2019 FITT0191 Financial Institutions Portfolio
02/07/2019 HCRX0191 Diversified Healthcare Portfolio
02/07/2019 UTIL0191 Utility Income Portfolio
02/07/2019 VCSR0191 REIT Income Portfolio
Date Symbol/Series Trust Name
01/16/2019 IMIT0704 Insured Municipals Income Trust
01/23/2019 HYCT0018 High Yield Corporate Trust, 4-7 Year
Date Symbol/Series Trust Name
01/18/2019 LOAN0191 Clsd-End Strgy: Sen Loan and Ltd Dur
01/25/2019 MLPI0191 MLP & Income Portfolio
02/04/2019 HEDG0191 Inflation Hedge Portfolio