Products

Unit Investment Trusts (UITs)

Unit Investment Trusts are professionally selected portfolios of stocks or bonds designated to meet stated investment objectives. The investor chooses a UIT based on the objective of the trust and securities in the portfolio.

• Buy-hold strategies – portfolio will not be changed by constant investment activity.
• Help to avoid short-term capital gains while also deferring long-term capital gains.
• Most equity UITs have a holding period between 12 months and five years.
• Most fixed income UITs may be created with a five- to 30-year structure.