UBQPPX Ubiquitous Strategy Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of stocks of companies deriving a substantial portion of their revenues worldwide that Pence Capital Management, LLC (the “Portfolio Consultant”) believes are involved in aspects of the transformation of consumer behavior and a shift in how people transact purchases.

Summary Data

Label Value
Symbol UBQPPX
Status
Sponsor
Series Series 2020-1
Asset Class
Investment Strategy/Goal
Investment Type/Style