If you’re looking for the advantages of diversification and a regular income stream without the expense of a comparable portfolio of individual securities, consider Unit Investment Trusts (UITs).

A UIT is a fixed securities portfolio sold in a limited number of units, generally to investors who wish to receive regular income.

Features

A UIT’s portfolio usually consists of corporate or municipal bonds, although some UITs consist of stocks.

Typically, a UIT has a finite life, since all bonds in the portfolio either mature or are “called” (redeemed by the issuer prior to the maturity date).
When you invest in a UIT, you receive interest payments and your principal is returned over time.
If you invest in an Equity UIT, bear in mind that units will be redeemed at a price that could be more or less than the original amount paid.

Like all investments, UITs involve investment risk, including loss of principal. You may also be charged a management fee by the investment advisor. Talk with a BB&T Investment Services, Inc. Investment Counselor to learn whether UITs are a good fit for your particular situation.

Selected Providers

BB&T Investment Services, Inc. offers a wide range of UITs—with more than 120 different portfolio options—from recognized providers¹ in the industry, including:

First Trust
Invesco

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¹ This list of providers is current as of 9/19/2012. Providers are subject to change at any time. Please contact a BB&T Investment Services, Inc., Investment Counselor with any questions about our products or providers.

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The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.

INVESTMENT PRODUCTS OFFERED THROUGH BB&T INVESTMENT SERVICES, INC. ARE: NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE

Member FINRA, Member SIPC. Learn more at www.finra.org and www.sipc.org.

Only deposit products are FDIC insured.

Penalty may result from early withdrawal.

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