Press Releases

Advisors Asset Management’s High 50® Dividend Strategy Portfolios Celebrate 15-Year Anniversary

Dividend Income, Capital Appreciation Potential and Diversification Have Proven to Be a Winning Formula

MONUMENT, COLO. — June 19, 2018 — Advisors Asset Management (AAM), a leading provider of income-focused solutions that financial advisors can utilize to help meet their clients’ needs and expand their businesses, announced that its High 50® Dividend Strategy Portfolios celebrate their 15-year anniversary.

The High 50® Dividend Strategy Portfolios are diversified Unit Investment Trusts (UITs) that select five high dividend-yielding stocks from each of the ten modified Global Industry Classification Standard (GICS) sectors* seeking to generate a high level of monthly income for clients looking for alternatives to bonds and cash-like investments, coupled with the potential for capital appreciation. The 50 stocks are equal-weighted with 2% per name and approximately 10% weight in each sector* as of the date of deposit and may vary thereafter.

"We are excited with the success of the High 50® Dividend Strategy over the years. The High 50® Dividend Strategy is one example of the many types of income-focused solutions that we deliver to advisors and their clients,” said Andrew Williams, President of AAM. “We expect cumulative sales in the portfolios to exceed $10 billion this year and we are proud that the High 50® solution has been generating income for a wide variety of investors for 15 years."

This investment approach of the High 50® Dividend Strategy Portfolios was formulated as a solution for investors to generate current income with the potential for capital appreciation. The strategy focuses on diversification and dividend income as drivers of long-term performance and are the key points to consider when investing. It has been shown that greater diversification has the potential to smooth volatility and increase risk-adjusted returns, while income has historically generated over 40% of the market’s total return, as measured by the S&P 500 Index.

“The bull market still has room to run and it is imperative for investors to be diversified,” said Mike Boyle, Senior Vice President of Asset Management at AAM and creator of the High 50® Dividend Strategy. “Investors who have the proper long-term mindset and adhere to a buy, hold and rebalance strategy have the potential to be rewarded for another fifteen years.”

About Advisors Asset Management

For nearly 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs (unit investment trusts), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics. For more information, visit www.aamlive.com.

The High 50® is a registered trademark of Advisors Asset Management, Inc. (AAM).

* Approximately 10% allocation to the nine GICS sectors other than Financials and Real Estate and approximately 10% weight from the Financials and Real Estate GICS sectors combined. (Effectively, the strategy seeks to treat the new Real Estate GICS sector as if it was still positioned under the Financials GICS sector as it was prior to 9/1/16).

Unit Investment Trusts (UITs) are sold only by prospectus. You should consider the trust’s investment objectives, risks, charges, and expenses carefully before investing. Contact your financial professional or visit Advisors Asset Management online at www.aamlive.com/uit to obtain a prospectus, which contains this and other financial information about the trust. Read it carefully before you invest or send any money. As with any investment, investors may lose money by investing in UITs and the trust may not perform as well as expected. Investors also should consult a tax professional regarding the tax implications associated with investing in UITs. Securities are offered through a financial professional.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity within the meaning of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her adviser.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value. For informational purposes only and not a recommendation to purchase or sell any security.

Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC. | 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com

CRN: 2018-0604-6689 R