GARPUX Q-GARP Portfolio
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.
The trust seeks to achieve its objective by investing in a portfolio of stocks on UBS Financial Services Inc.’s (“UBS”) Q-GARP (Quality Growth at a Reasonable Price) stock list.
To be added to UBS’s Q-GARP stock list, stocks must be:
• Included on a Most Preferred or Bellwether List from UBS CIO Global Wealth Management (“CIO”),
• Have a 12-month Buy or Neutral rating from UBS Global Research. UBS Global Research is part of UBS Investment Bank,
• Have an S&P Quality Ranking of B+ or higher, or
• Have a favorable consensus rating of at least three Buy or Buy/Hold opinions based on analyst ratings submitted to Thomson Reuters. If there are any Sell or Sell/Hold ratings, the number of Buy or Buy/Hold ratings must be greater than or equal to the number of Sell or Sell/Hold ratings.
Cumulative returns of each unit investment trust series are based on distributions received in cash and recognized on the ex-dividend date and paid out on the payable date during the life of the unit investment trust. Returns are calculated excluding the Transactional Sales Charge for each unit investment trust series but does reflect the Creation & Development Fee and trust operating expenses as incurred for each unit investment trust series. The returns do not adjust for taxes. If adjusted or taxes, the effects of taxation would reduce the performance depicted.
Past performance is no indicator of future results. Investment return and principal value will fluctuate with changes in market conditions. An investment in units of a unit investment trust when redeemed may be worth more or less than the original investment.
Unit Investment Trust ("UIT") Investment Risks
There is no assurance that a unit investment trust will achieve its investment objective.
Unit investment trusts are unmanaged. You can lose money investing in unit investment trusts. When sold, units may be worth more or less than the original amount invested. Depending upon the specific product offering, investment risks include, but are not limited to, interest rate risk, credit risk, call risk and liquidity risk.
Product(s) discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. You should not purchase an investment product or make an investment recommendation until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges and expenses of such investment.