CBCHYX Blue Chip Growth Portfolio

Objective

The Blue Chip Trust seeks to provide total return through capital appreciation and dividend income.

Strategy Description

Under normal circumstances, the trust will invest at least 80% of the value of its assets in large-cap equity securities. The trust aims to provide a portfolio of securities that the sponsor believes includes large, high quality U.S. growth companies. The U.S.- listed common stocks held by the trust may include the common stocks of U.S. and non-U.S. companies. The trust may invest in real estate investment trusts. The sponsor believes that companies that exhibit strong growth characteristics may demonstrate an ability to accelerate revenues, returns and profits. This acceleration, relative to a firm’s peer group, usually reflects an innovative product or service, an expanding geographic operating footprint, or a competitive advantage enabling the firm to capture additional market share.

Summary Data

Label Value
Symbol CBCHYX
Status
Sponsor
Series Series 24
Asset Class
Investment Strategy/Goal
Investment Type/Style