Invesco Unit Trusts Select 10 Industrials Portfolio

Invesco Unit Trusts

Select 10 Industrials Portfolio

A strategy that gives investors access to the "Dogs of the Dow" to add as a core position in an investors portfolio.

Symbol: SDOW141

Invest with a leader

$115 billion. Equity and fixed income unit trusts since 1975.

70+ years. Industry experience in analysis, surveillance and securities selection.

$745.5 billion. Assets under management as of September 30, 2013.1

"Dogs of the Dow"

The "Dogs of the Dow" consists of the 10 highest dividend-yielding stocks in the Dow Jones Industrial Average ("DJIA"). Along with a history of usually high and constant dividends, the Dogs may be undervalued and have the most potential for capital appreciation in the DJIA.2

"Blue Chip" companies

The strategy owns some of the biggest "blue chip" names of one of the world's most famous indexes. These "blue chips" have historically had more resiliency to short-term market volatility and the cash flows to pay out higher dividends with consistency.2

"Dogs of the Dow" as of the close of business on December 31, 2013

Select 10 Industrial Portfolio 2014-1 AT&T, Inc. Chevron Corporation Cisco Systems, Inc. General Electric Company Intel Corporation McDonald's Corporation Merck & Company, Inc. Microsoft Corporation Pfizer, Inc. Verizon Communications, Inc.

Ticker T CVX CSCO GE INTC MCD MRK MSFT PFE VZ

Price ($)3 35.16

124.91 22.45 28.03 25.96 97.03 50.05 37.43 30.63 49.14

Source: FactSet Research Systems, Inc.

Current Dividend Yield (%)3 5.23 3.20 3.03 3.14 3.47 3.34 3.52 2.99 3.40 4.31

Select 10 Industrials Portfolio

Symbol Term of trust Offering period Sales charge Breakpoints Number of securities

SDOW141 14 months 2 months 2.95% Begin at $50,000 10 stocks

Unit trust structure ? Diversified. A basket of stocks that are professionally selected and monitored. ? Disciplined. A consistent, repeatable selection methodology and investment process. ? Defined. A fixed portfolio that enables investors to always know what they own.

Diversification does not guarantee a profit or eliminate the risk of loss.

1 Source: Invesco. Invesco Ltd. assets under management are as of September 30, 2013 and include all assets under advisement, distributed and overseen by Invesco, including those of its affiliates Invesco Distributors, Inc. and Invesco PowerShares Capital Management LLC, which have an agreement with Deutsche Bank to provide certain marketing services for the PowerShares DB products. Invesco PowerShares Capital Management LLC is the sponsor for the PowerShares QQQ and BLDRS products. ALPS Distributors, Inc. is the distributor of PowerShares QQQ, BLDRS Funds and the PowerShares DB Funds. Invesco PowerShares Capital Management LLC and Invesco Distributors, Inc. are wholly owned, indirect subsidiaries of Invesco Ltd. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.'s retail products. Invesco Ltd. is not affiliated with ALPS Distributors, Inc. or Deutsche Bank.

2 Past performance is not a guarantee of future results, and the payment of stock dividends is not assured and may vary over time. 3 Prices and yields are representative of values as of the close of the market on December 31, 2013. Common stocks do not assure dividend payments and the

amount of a dividend if any, may vary over time. There can be no guarantee or assurance that companies will declare dividends in the future or that if declared, they will remain at current levels or increase over time.

Invesco Unit Trusts

? Dividend Stocks -- Sometimes referred to as defensive stocks, usually because dividend stocks are in stable and/or growing industries. These industries include consumer goods, utilities and banks which are traditionally regarded as good defensive stocks. When the market turns bearish you will often hear about a "flight to quality".

? Dividend Yield -- The annual dividend income per share received from a company divided by its current share price. Normally investors would like to see a dividend yield between 2% and 20% for a dividend paying company. The dividend yield is an important factor to consider when investing in dividend paying stocks. Of course, dividends are not assured and may vary over time.

Potential strength of dividend-paying stocks

Dividend-paying stocks can add additional dimension to your portfolio in any environment. A company that can pay dividends when the market is in flux may demonstrate strength and may add an element of stability to your portfolio. Dividend growth has historically tied to strong performance.1

Average Annual Total Returns of S&P 500 Stocks by Dividend Policy 30-Year Period Ended Dec. 31, 2013

S&P 500 Index "Dividend Growers and Initiators" over the last 30 years have had an average annual total return of 10.10%.2

Percent (%)

12 10

8

Dividend Cutters and Eliminators

Non-DividendPaying Stocks

Dividend Payers with No Change

7.60%

All Dividend-Paying Dividend Growers

Stocks

and Initiators

9.30%

10.10%

6

4

2 0.00%

2.30%

Source: 2013 Ned Davis Research, Inc. Past performance does not guarantee future results.

1 Past performance does not guarantee future results. 2 Source: 2013 Ned Davis Research, Inc. Indexes are unmanaged and one cannot invest directly in an index. All stocks were

categorized by the following methodology for total return of each 12-month period over the course of the last 30 year period ended Dec. 31, 2013: Dividend Cutters and Eliminators represents stocks in the S&P 500 that have lowered or eliminated their dividend; Non-Dividend-Paying Stocks represents non-dividend paying stocks of the S&P 500; Dividend Payers With No Change represents all dividend-paying stocks of the S&P 500 that have maintained their existing dividend rate; All Dividend-Paying Stocks represents all dividend-paying stocks in the S&P 500; and Dividend Growers and Initiators represents all dividend-paying stocks of the S&P 500 that raised their existing dividend or initiated a new dividend. Performance does not represent any unit trust or strategy.

Trust Specifics

Deposit information

Public offering price per unit2

$10.00

Minimum investment ($250 for IRAs)3

$1,000.00

Deposit date

01/02/14

Termination date Distribution dates

Record dates

03/02/15

25th day of each month

10th day of each month

Estimated initial

02/2014

distribution month

Term of trust

14 months

Estimated net annual income per unit

$0.32584

NASDAQ symbol

IAABUX

Daily liquidity4

Sales Charge

Initial sales charge

1.00%

Deferred sales charge

1.45%

Creation and development fee

0.50%

Maximum sales charge

2.95%

Last deferred sales charge payment date

8/10/14

Assuming a public offering price of $10 per unit

Organization costs and expenses per unit5

Estimated organization costs

$0.01493

Estimated annual expenses

$0.01863

SDOW141 CUSIPs

Cash

46133W-54-0

Reinvest

46133W-55-7

Wrap fee cash 46133W-56-5

Wrap fee reinvest 46133W-57-3

Investors in fee-based accounts will not be assessed the initial and deferred sales charge for eligible fee-based purchases and must purchase units with a Wrap Fee CUSIP.

Breakpoint Information

Transaction amount

Sales charge (%)

Less than $50,000

2.95

$50,000?$99,999

2.70

$100,000?$249,999

2.45

$250,000?$499,999

2.20

$500,000?$999,999

1.95

$1,000,000 or more6

1.40

Rollover or exchange6

1.95

Wrap fee

0.50

Please consult the prospectus for details on all discounts.

Objective

The portfolio seeks to provide above-average total return by investing in a portfolio of stocks. The Select 10 Industrial Portfolio includes the 10 highest dividend-yielding stocks in the Dow Jones Industrial AverageSM (DJIASM), a nationally recognized market indicator.

Portfolio Composition1 As of the deposit date

Consumer discretionary -- 9.99% McDonald's Corporation Energy -- 10.00% Chevron Corporation Health care -- 19.99% Merck & Company, Inc. Pfizer, Inc. Industrials -- 10.01% General Electric Company

Equity Style Analysis

Ticker MCD

CVX

MRK PFE

Information technology -- 30.04% Cisco Systems, Inc. Intel Corporation Microsoft Corporation

Telecommunication services -- 19.97% AT&T, Inc. Verizon Communications, Inc.

GE

Sector Breakdown (%) As of the business day before deposit date

Ticker CSCO INTC MSFT

T VZ

Value

Blend

Growth

Large

Mid

Small

The style characteristics of the portfolio are determined as of the initial date of deposit. For a complete description of these characteristics refer to the prospectus.

Consumer discretionary Energy Health care Industrials Information technology Telecommunication services

9.99 10.00 19.99 10.01 30.04 19.97

1 The trust portfolio is provided for informational purposes only and should not be deemed as a recommendation to buy or sell the individual securities shown above.

2 Including sales charges. As of deposit date. 3 Represents the value of 100 units on the deposit date. The value of the minimum investment amount of 100 units may be

greater or less than $1,000 following the deposit date. 4 Funds will typically be mailed within three business days after your redemption request is received. 5 The estimated organization costs and estimated annual expenses are based upon the estimated trust size for the Portfolio

and are expressed as a dollar amount per unit determined as of the initial date of deposit. Because certain of the operating expenses are fixed amounts, if the trust does not reach that estimated size, the amount of the estimated annual expenses per unit may exceed the amounts reflected. 6 Rollover and exchange purchases of less than $1,000,000 will be subject to a reduced sales charge of 1.95%. However, all aggregated purchases of at least $1,000,000, including those consisting of rollover and/or exchange proceeds, will be subject to a reduced sales charge of 1.40%. Please refer to the prospectus for additional details about sales charge discounts.

The estimated net annual income per unit and initial distribution month that appear on the previous page are as of 12/31/13 and are based on the most recently declared ordinary dividends or interim and final dividends accounting for any foreign withholding taxes. The actual net annual dividend distributions you receive will vary from the estimate set forth above with changes in the trust's fees and expenses, in dividends received, currency fluctuations and with the sale of ecurities. The actual net annual dividends are expected to decrease over time because a portion of the securities included in the trust will be sold over time to pay for organization costs. Securities may also be sold to pay regular fees and expenses during the trust's life. The trustee will make distributions of income and capital on each monthly distribution date to unitholders of record on the preceding record date, provided that the total cash held for distribution equals at least 0.1% of the portfolio's net asset value. Undistributed income and capital will be distributed in the next month in which the total cash held for distribution equals at least 0.1% of the portfolio's net asset value.

Explore Intentional Investing with Invesco?

FOR US USE ONLY

Risk considerations There is no assurance the trust will achieve its investment objective. An investment in this 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. This trust is unmanaged and its portfolio is not intended to change during the trust's life except in limited circumstances. Accordingly, you can lose money investing in this trust.

The trust should be considered as a part of a long term investment strategy and you should consider your ability to pursue it by investing in successive trusts, if available. You will realize tax consequences associated with investing from one series to the next.

The trust is concentrated in the information technology sector. There are certain risks specific to the information technology sector such as rapid product obsolescence, volatile stock prices and speculative trading.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer's board of directors and the amount of any dividend may vary over time.

The Portfolio holds a relatively small number of stocks. You may encounter more price volatility than would occur in an investment diversified among a greater number of stocks.

Before investing, investors should carefully read the prospectus and consider the investment objectives, risks, charges and expenses. For this and more complete information about the trust, investors should ask their advisor(s) for a prospectus or download one at unittrust.

Invesco's history of offering unit investment trusts began with the acquisition of the sponsor by Invesco Ltd. in June 2010. Invesco unit investment trusts are distributed by the sponsor, Invesco Capital Markets, Inc. and broker dealers including Invesco Distributors, Inc. Both firms are wholly owned, indirect subsidiaries of Invesco Ltd.

Invesco ? 11 Greenway Plaza, Suite 1000 ? Houston, TX 77046-1188

uit U-SDOW141-PROFCT-1 01/14

Invesco Distributors, Inc.

138

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download