Global Dividend Portfolio

Objective

The Trust seeks above-average total return through a combination of capital appreciation and dividend income.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying securities.

Why Invest Globally?

Historically, American investors have found substantial investment opportunities right here in the United States. However, world markets are expanding, companies are growing, and trade is increasing, creating new opportunities for investors. By investing a portion of your portfolio outside the United States, you may significantly expand your investment choices and participate in the long-term growth potential of foreign companies. The Trust provides a convenient and efficient way to add an international dimension to your investment portfolio.

The Importance of Dividends.

Corporations are not obligated to share their earnings with stockholders, so dividends may be viewed as a sign of a company’s profitability as well as management’s assessment of the future. Dividends have also had a significant impact on stock performance.

Sponsor

Series

Series 60

Asset Class

Investment Strategy/Goal

Investment Type/Style