UIT Strategy Ideas: Small and Mid-Cap Investing

Small Stocks Powering the Market Larger stocks have continued to lead the overall market but companies in the mid-cap space have also made sizeable contributions to returns due to strong economic data and earnings growth across a variety of industries. Breadth of returns can be a positive signal for a continued bull market. Smaller companies …

Thematic Investing With UITs

Unit investment trusts (UITs) can be an attractive option for clients looking to invest in specific investment concepts or themes based on market cycles or broader structural changes in the economy. Thematic investing focuses on tactical investment opportunities that could drive market performance in the years to come. The UIT structure may be able to …

UIT Investing has created the first dedicated database of unit investment trust research reports, each with a star rating, that gives finance professionals access to the information they need to make investment recommendations with confidence.

Download a sample report or get full access to all reports with our monthly subscription.

Download Sample