BOCA RATON, Fla. and CHICAGO, April 16, 2012 /PRNewswire/ -- Incapital LLC has enlisted Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., to help create an innovative Unit Trust offering.
The Incapital Morningstar Wide Moat Portfolio is rooted in Morningstar's equity research philosophy, which holds that a company's durable competitive advantages, or "economic moat," are key drivers of long-term returns.
Morningstar Investment Services has selected 33 stocks that have a Morningstar Rating™ of four or five stars and are considered to be undervalued in relation to Morningstar equity analysts' fair value estimates.
In the near future, Incapital will announce relationships with additional leading investment firms for Incapital Unit Trusts.
Incapital Unit Trusts generally remain fixed and require a low minimum purchase of $1,000. The professionally selected basket of securities may allow investors to diversify market risk without the large capital commitment, time and expertise it may require to achieve this type of diversification on their own.
Incapital Unit Trusts have a predetermined investment life which provides for regular opportunities to review and evaluate an investor's current investment needs. Additionally, the daily redemption feature provides flexibility to meet an investor's individual situation.
More information about the Incapital Morningstar Wide Moat Portfolio and Incapital Unit Trusts is available at www.incapital.com/Unit_Trusts.
Incapital LLC is a securities and investment banking firm with offices in Chicago and Boca Raton, Florida. Incapital underwrites and distributes fixed income securities and structured notes through more than 700 broker-dealers, institutions, advisors and wealth managers. With a diverse range of new issue and secondary market offerings, Incapital specializes in U.S. Agency securities, corporate notes, CDs, mortgage-backed securities, municipal bonds, market-linked notes as well as the sponsorship of Unit Investment Trusts.
There is no assurance that a unit investment trust will achieve its investment objective. An investment in a unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. Accordingly, you can lose money investing in a trust. Investment return and principal value will fluctuate with changes in market conditions. Units when redeemed may be worth more or less than their original cost.
Please consider the investment objectives, risks, charges and expenses of the unit investment trust(s) carefully before investing. The prospectus contains this and other information about the unit investment trust(s). To obtain a prospectus, please download one from http://www.sec.gov/egar.shtml or the Unit Trust Offerings page on www.incapital.com. Please read the prospectus carefully before investing.
More information about Incapital is available at www.incapital.com.
Incapital is not affiliated with Morningstar Investment Services or Morningstar, Inc. Morningstar Investment Services does not act in a capacity of an advisor to individual investors of Unit Trusts.
Incapital LLC, Member FINRA/SIPC, 200 South Wacker Drive, Ste. 3700, Chicago, IL 60606
SOURCE Incapital LLC