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Stock Unit Investment Trusts
Description
A stock unit investment trust is an investment in a fixed, diversified group of professionally selected stocks. As a unit-holder of the unit trust, you own a portion of every stock in the trust.
Objective
To offer the investor a convenient way to own a diversified portfolio of stocks with the potential for capital appreciation and rising dividends.
Suitability
Stock unit investment trusts may be well suited for those seeking medium to long-term growth or for those who need diversification among different companies or sectors.
Product Features
- Daily Liquidity - Units can be sold daily at net asset value with no commission charge. This may be equal to, more or less than the amount originally invested.
- Diversification - Stock unit trusts consist of a portfolio of many different growth-oriented companies from various industries. This can provide more diversification than many investors can achieve individually.
- Professional Selection & Monitoring - Portfolios are selected and monitored (not managed) for quality by research analysts.
Equity unit trusts are offered and sold by prospectus. You should consider the investment objective, risks, and charges and expenses carefully before investing. The prospectus contains this and other information. Your Edward Jones financial advisor can provide a prospectus, which should be read carefully before investing.
For more information, please contact your local financial advisor.
