DRPAEX Dividend Ruler Portfolio

Objective

The trust seeks to provide above average total return through dividend income and capital appreciation. There is no assurance the trust will

achieve its objective.

Strategy Description

The trust seeks to provide above average total return, through dividend income and capital appreciation, by investing in a portfolio of common stocks of foreign and domestic companies identified by UBS Financial Services Inc. (“UBS”) meeting its criteria for “dividend ruler” stocks. UBS created its “dividend ruler” criteria in order to identify companies that have had a history of consistently increasing dividends along with earnings. Although past performance is no guarantee of future results, the Sponsor believes that stocks issued by companies which meet the criteria set forth below should benefit from recent increases in dividend payout ratios and dividend per share growth rates.

Summary Data

Label Value
Symbol DRPAEX
Status
Sponsor
Series Series 2020A
Asset Class
Investment Strategy/Goal
Investment Type/Style