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  • Types of UITs
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Morgan Stanley Smith Barney offers a wide array of equity and fixed income unit investment trusts (UITs) from four leading sponsors: Advisor's Asset Management, Claymore Securities, First Trust Portfolios and Van Kampen. Whatever your investment goal, a UIT may offer you a way to pursue your investment needs. Portfolios are professionally selected by the trust sponsor and adhere to a “buy and hold” strategy of investing in portfolios that follow a stated investment objective.

Transparency is another key feature of UITs — what you see is what you get. You will know the composition of the portfolio, the costs of investing and when the trust is scheduled to mature before you decide to invest. Unit investment trusts are also designed to remain relatively fixed over the life of the investment. This disciplined structure gives UITs style consistency to help address your asset allocation needs.

Investing for Income, Growth, Value or Total Return?

A unit investment trust may be used as an effective complement to an existing portfolio of stocks and bonds. Whether your investment objective is value, growth or income, or you seek investments with a shorter- or longer-term investment horizon, our broad range of portfolios may offer alternatives to help you meet your investment needs.

How to Find Out More about Unit Investment Trusts at Morgan Stanley Smith Barney

Unit investment trusts offer carefully selected equity and fixed-income securities that are not actively managed. For information on current offerings please contact your Financial Advisor advisor.