The Multinational Titans Portfolio, Series 1 ("Trust") seeks to maximize total return through capital appreciation.
Past performance is no guarantee of future results. Investment returns and principal value will fluctuate with changes in market conditions. Investors' units, when redeemed, may be worth more or less than their original cost.
This information does not constitute an offer to sell or a solicitation of any offer to buy: nor shall there be any sale of these securities in any state where the offer, solicitation, or sale is not permitted.
Principal Investment Strategy
The Trust will invest in a portfolio of common stocks of large, multinational companies that do business in multiple countries around the world. The companies selected for the portfolio derive a growing portion of their revenue from emerging market countries and may provide investors with a way to gain exposure to this potential growth without investing directly in the local foreign markets.
The Trust invests in companies that are "business titans," which are companies that are recognized leaders in their particular industries. The Sponsor has selected securities for the portfolio that have the potential to achieve the Trust’s investment objective. The Sponsor has entered into a research partnership with Revere Data, LLC (“Revere”). Revere began with the securities in the S&P 500® Index and has identified a universe of approximately 100 stocks with multinational profiles that derive a large portion of their revenues from emerging market countries. Such companies have a strong business presence in foreign and emerging market countries but may not be incorporated or headquartered in foreign or emerging market countries. Revere uses a proprietary database to identify these companies. The Sponsor then selects a final portfolio of 40 securities based on, but not limited to, the following factors:
Revere Data, LLC
Revere Data, LLC, is headquartered in San Francisco with offices in Boston, New York, Washington, D.C. and Youngstown, Ohio. Revere is a provider of global sector classification, supply chain systems and revenues by geography that offer investors a better understanding of the cornerstone of all great companies: the products and services they sell. Revere goes deep inside companies to classify their lines of business, their key business relationships and their sources of revenue by geography. Revere offers a comprehensive suite of data, analytics and index services for the investment community including Revere Hierarchy Analytics and Revere Relationships Analytics. The Trust will pay Revere a one-time licensing fee for the use of its intellectual property.
The Top 100 S&P 500 Average is comprised of the top 100 S&P 500 constituents ranked by their percentage of revenue derived from Emerging Markets. The S&P 500 Average represents the average percentage of revenue derived from Emerging Markets by S&P 500 constituents. The S&P 500 Index (“Index”) is a capitalization-weighted index of 500 stocks. The Index is designed to measure performance of the broad domestic economy through changes in the aggregate market vale of 500 stocks representing all major industries. The index is unmanaged and it is not possible to invest directly in the Index.
Risks and Other Considerations
As with all investments, you may lose some or all of your investment in the Trust. No assurance can be given that the Trust’s investment objective will be achieved. The Trust also might not perform as well as you expect. This can happen for reasons such as these:
Please see the Trust prospectus for more complete risk information.
Unit Investment Trusts are fixed, not actively managed and should be considered as part of a long-term strategy. Investors should consider their ability to invest in successive portfolios, if available, at the applicable sales charge. UITs are subject to annual fund operating expenses in addition to the sales charge. Investors should consult an attorney or tax advisor regarding tax consequences associated with an investment from one series to the next, if available, and with the purchase or sale of units. Guggenheim Funds Distributors, LLC does not offer tax advice.
Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.
Investing involves risk, including the possible loss of principal.
Guggenheim Investments represents the investment management business of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investments Advisors, LLC ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisors to the referenced funds.
© 2020 Guggenheim Investments. All Rights Reserved.
Research our firm with FINRA Broker Check.
• Not FDIC Insured • No Bank Guarantee • May Lose Value
This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.