Blue Chip Growth Portfolio


The Blue Chip Trust seeks to provide total return through capital appreciation and dividend income.

Strategy Description

Under normal circumstances, the trust will invest at least 80% of the value of its assets in large-cap equity securities. The trust aims to provide a portfolio of securities that the sponsor believes includes large, high quality U.S. growth companies. The U.S.- listed common stocks held by the trust may include the common stocks of U.S. and non-U.S. companies. The trust may invest in real estate investment trusts. The sponsor believes that companies that exhibit strong growth characteristics may demonstrate an ability to accelerate revenues, returns and profits. This acceleration, relative to a firm’s peer group, usually reflects an innovative product or service, an expanding geographic operating footprint, or a competitive advantage enabling the firm to capture additional market share



Series 22

Asset Class

Investment Strategy/Goal

Investment Type/Style