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| ROGO Capital LLC |
Unit Investment Trusts
Unit investment trusts offer a simple, convenient and affordable way to develop a well-diversified investment portfolio of stocks and/or bonds
without having to select and manage the individual investments yourself. UITs are baskets of stocks and/or bonds that are pre-selected by
investment professionals to meet a specific goal (although there is no guarantee of performance).
Liquidity. You can sell your UITs back to the issuing trust at any time for their net asset value (based on the value of the underlying securities)
less any remaining deferred sales charges, which provides you with the liquidity you may need. Some unit investment trusts then resell those
"returned" units to other investors. (Please note: Because the market value of the trust units fluctuates with changes in market conditions and the
value of the underlying securities, shares of the unit trust may be worth more or less than their original price when sold.)
Your ROGO Capital financial consultant can help you determine whether UITs are appropriate for your investment needs. You should carefully
consider the investment objectives, risks, charges and expenses of the unit investment trust before investing. Your ROGO Capital financial
consultant can provide you with prospectuses for any unit investment trusts (UITs) that are currently available.. You should read it carefully before
investing or sending money.
Unit investment trusts offer a simple, convenient and affordable way to develop a well-diversified investment portfolio of stocks and/or bonds
without having to select and manage the individual investments yourself. UITs are baskets of stocks and/or bonds that are pre-selected by
investment professionals to meet a specific goal (although there is no guarantee of performance).
Liquidity. You can sell your UITs back to the issuing trust at any time for their net asset value (based on the value of the underlying securities)
less any remaining deferred sales charges, which provides you with the liquidity you may need. Some unit investment trusts then resell those
"returned" units to other investors. (Please note: Because the market value of the trust units fluctuates with changes in market conditions and the
value of the underlying securities, shares of the unit trust may be worth more or less than their original price when sold.)
Your ROGO Capital financial consultant can help you determine whether UITs are appropriate for your investment needs. You should carefully
consider the investment objectives, risks, charges and expenses of the unit investment trust before investing. Your ROGO Capital financial
consultant can provide you with prospectuses for any unit investment trusts (UITs) that are currently available.. You should read it carefully before
investing or sending money.
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