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Defensive Positioning During Heightened Market Volatility

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SmartTrust - Innovative, Independent & UIT Focused

We continue to contend that an accommodative Federal Reserve, along with the continued strength of the U.S. consumer and underlying U.S. economy, will be supportive of equity prices in 2020. However, as we’ve mentioned, increased volatility is expected as we enter the thick of the election cycle during the second half of the year.

As we’ve seen lately with the coronavirus epidemic, unexpected factors also contribute to volatility. It may be prudent for investors to position for volatility, particularly in these later stages of the current secular bull market, while remaining invested to participate in future upside potential. 

The SmartTrust® Defensive 50 Equities Trust strategy aims to identify stocks that have both a history of weathering previous market pullbacks and have positive longer-term total returns. This type of strategy allows investors to participate in upward movements while adding a layer of protection during downward movements of the equity market.

Defensive 50 Equities Trust (Series 22)

Summary

  • Current yield*: 2.32%
  • Contains 50 U.S. stocks, approximately equal weighted
  • Weighted Beta of 0.49
  • Diversified across 9 GICS sectors

CLICK HERE for Strategy Page

CLICK HERE for Strategy Video

CLICK HERE for Whitepaper

For additional information please visit www.smarttrustuit.com or call the internal support desk at (888) 505-2872.

* Current yield is calculated by dividing the Historical 12-Month Distribution per unit by the offer price on 3/4/20

Past performance is not an indication of future results. Investing involves risk, including loss of principal. Investors should consider the Trust’s investment objective, risks, charges and expenses carefully before investing. This and other information can be found in the Trust’s prospectus which may be obtained by calling 1-888-505-2872 or visiting our website at www.smarttrustuit.com. Read it carefully before investing.

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