UITs offer the ability to narrowly target a country or sector in the global marketplace that may not be easily accessible--such as developing countries, internet companies, energy sector, etc.
Securities commonly offered in UITs are banks, insurance companies, construction firms, manufacturing and service industry sectors, among many others.
To learn more about UITs, please call an Investment Specialist at:
800 225 6196
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*Not all products are suitable to all investors. Any investment includes associated risks. The following is designed to introduce you to a range of possible products. It is not an offer of sale, nor a guarantee of performance. Consider your financial profile, risk tolerance, and investment objectives carefully prior to selecting any investment. Please contact us for additonal information regarding these products.
Equity UITs
UIT Offerings
1st Trust Global Agriculture Portfolio
Date of Initial Deposit 04/08/08
$10 per unit
Portfolio Ending Date 04/08/10
Like many sectors of the economy, agriculture is being challenged by global change. New markets are being created by dramatically changing patterns of demand, presenting increasing opportunities for companies in the agriculture sector. According the the US Census Bureau, the world population is 6.6 billion people. World population is projected to increase 50% by 2050. Foreign markets should continue to provide growth opportunities for the agriculture sector.
The objective of this unit trust is to provide for the potential of above-average capital appreciation and dividend income by investing in a diversified portfolio of common stocks issued by domestic and foreign based agricultural companies.
1st Trust Global Natural Resources Portfolio
Date of Initial Deposit 04/16/08
$10 per unit
Portfolio Ending Date 04/16/10
Natural resources companies produce the energy and raw materials that are the building blocks of every economy in the world and operate in a wide array of commodity-related businesses. Some include chemicals, building materials, energy, paper and forest products and metals and mining companies.
The growth of the global economy is increasingly important to the success of companies in the natural resources sector. Typically, the demand for resources increases along with the living standards. For this reason, we believe that the majority of worldwide growth will come from developing countries.
This portfolio has been developed for those investors seeking both US and foreign stock participation, with exposure to potential increases in the value of limited natural resources which are essential to modern industry.
Equity UITs
Fixed portfolios primarily comprised of stocks and preferred stocks that meet the stated goals and investment strategy detailed in the trusts prospectus
They offer diversification, liquidity and low minimum investment amounts
Fixed Income UITs
Fixed portfolios primarily comprised of interest-bearing securities
Trusts can be designed to offer tax-free or taxable yield.
Meet specific needs of individual investors
*UITs are subject to risks which may include economic recession, deterioration of the financial condition of the issuers of the equity securities in the unit, or the general condition of the stock market, among other factors. Please contact us for further details.
