Date: 4/16/2012
Source: Incapital
Author: Incapital

Incapital Unveils New Unit Trust Offering Designed in Collaboration with Morningstar Investment Services

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 RatingTM 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 Unit Trusts - Overview.



The investment products discussed herein contain unique risks, terms, conditions and fees specific to each offering. Depending upon the particular investment product, risks may include, but are not limited to, issuer credit risk, market risk, the performance of an underlying derivative financial instrument, formula or strategy, and foreign currency risks. Return of principal may not be guaranteed and may be subject to credit risk of the issuer or the performance of a derivative instrument, formula or strategy. Additionally, unless otherwise specified in the particular offering documentation, the products discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. You should not purchase an investment product or make an investment recommendation to a customer until you have read the specific offering documentation and understand the specific investment terms, conditions and risks of such investment. A copy of the official statement and other offering information may be found at the SEC’s EDGAR as related to securities offerings. Incapital will also provide copies of the relevant offering statements upon request. Incapital does not offer or sell investment products to individual investors. Investors should consult with their financial professional prior to investing any money in these or other products and carefully review the disclosure statement or other offering documents.

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