Strategic Income Advantage Select, Closed-End Portfolio

Objective

The Trust seeks a high rate of current monthly income, with capital appreciation as a secondary objective.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in closed-end funds.

The Multi-Sector Approach.

The Trust seeks to provide a high rate of current monthly income and to reduce some of the volatility typically associated with high-income investments. To accomplish this, the portfolio is diversified across a broad range of closed-end funds that invest in U.S. and foreign common stocks and taxable bonds. Because different sectors follow different cycles and react differently to changes in global economies and interest rates, spreading assets across this spectrum of closed-end funds has the potential to reduce the overall risk of the portfolio.

Sponsor

Series

Series 86

Asset Class

Investment Strategy/Goal

Investment Type/Style