IREIDX REIT Income Portfolio

Objective

The Portfolio seeks total return through growth of capital and current income. The Sponsor cannot guarantee that the Portfolio will achieve its objective.

Strategy Description

The Portfolio seeks to achieve its objective by investing in a portfolio of real estate investment trusts ("REITs"). Invesco Capital Markets, Inc. is the Sponsor of the Portfolio. The Portfolio is diversified among different publicly-traded REIT sectors, including but not limited to: office, apartment, industrial, retail, self-storage and health care. Further, the strategy and philosophy are based on two fundamental principles: maximizing predictability and consistency of investment returns, and minimizing risk through strict attention to portfolio design.

Summary Data

Label Value
Symbol IREIDX
Status Secondary
Sponsor Invesco Capital Markets
Series 2020-3
Asset Class Domestic Equity
Investment Strategy/Goal Income & Capital Appreciation
Investment Type/Style Equity - Growth & Income

Performance Disclosure

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.