The Multinational Titans Portfolio, Series 12 ("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 U.S.-listed common stocks held by the Trust may include the common stocks of U.S. and non-U.S. companies, certain of which may be issued by small-capitalization and mid-capitalization companies. As a result of this strategy, the Trust is concentrated in the information technology sector.
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 FactSet Research Systems Inc. (“FactSet”). FactSet starts 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. FactSet uses FactSet GeoRev, a proprietary database, to identify these companies. The Sponsor then selects a final portfolio based on, but not limited to, the following factors:
FactSet Research Systems Inc.
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:
See “Investment Risks” in Part A of the prospectus and “Risk Factors” in Part B of the prospectus for additional information.
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 following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC.
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• Not FDIC Insured • No Bank Guarantee • May Lose Value
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