Morgan Stanley “Stocks for 2018” Portfolio (MSEQ18)
Invesco Unit Trusts
Morgan Stanley "Stocks for 2018" Portfolio (MSEQ18)
The driving principle behind the "30 for 2018" Morgan Stanley Research report was simple: create a list of companies whose business models and market positions one would like to have had exposure to through 2018. This long-term view attempts to look past the near-term economic and market challenges, and focus on opportunities that may outperform over the life of a business cycle.
"Published research from the Morgan Stanley Research team was utilized by Invesco Unit Trusts to develop previous Morgan Stanley portfolios. The "30 for 2018" research report is a compilation of Morgan Stanley analysts' best bottom-up picks for a long-term outlook." The report focused on individual companies and their potential ability to survive and thrive through recession and recovery scenarios, choosing those firms with the best prospects for long-term earnings growth and capital appreciation.
Objective
Invesco Unit Trusts offers a portfolio that seeks long-term capital appreciation. The portfolio seeks to achieve its objective by investing in a portfolio of stocks. The Portfolio invests in common stocks of domestic and foreign companies that are selected by the Sponsor from a list of stocks published by Morgan Stanley Research in a report titled "30 for 2018."
Morgan Stanley Research Tracking Well
Below is the individual performance of prior trust series since inception through 05/07/15 unless otherwise noted ? With Max Sales Charge ? S&P Global 1200 Index ? S&P 500 Index
Stocks for 2012
30 for 2013
30 for 2013
Stocks for 2015
Stocks for 2016
Portfolio (MSEQ12)
Portfolio (MSSB13)
Portfolio (MSSBA13)
Portfolio (MSEQ15)
Portfolio (MSEQ16)
%
through 6/29/12
through 4/1/13
through 5/1/13
80
79.70
76.74
70 66.43
60
61.04
57.41
61.82
50
50.57
40
46.19
39.13
30
29.54
20
10
Series Inception
1/8/09
6/1/09
10/2/09
12/23/11
3/20/13
Series MSEQ12, MSSB13 & MSSBA13 are no longer offered for sale. Series MSEQ15 & MSEQ16 are currently available for sale, however, please note that performance information presented above is past performance and is not indicative of the current or future performance for MSEQ18. Current performance is available at uit. These trusts were not selected using objective criteria and the selection process. These trusts may have substantial differences among them and in comparison to the selection process for the ``Stocks for 2018'' Portfolio. The performance of these trusts is in no way indicative of how the ``Stocks for 2018'' Portfolio may perform in the future.
Performance With Max Sales Charge reflects the max. sales charge that would be payable by an investor upon sale or redemption of units. The max. sales charge, 4.50%, consists of a 1% initial sales charge, a deferred sales charge of $0.300 per unit and a C&D fee of $0.05 per unit.
Total Returns are cumulative and reflect trust expenses and assume reinvestment of income and principal distributions. Returns do not reflect taxes. Please keep in mind, high and/or double-digit returns are unusual and cannot be sustained.
Index returns do not include payment of any sales charges or fees; such costs would lower performance. It is not possible to invest directly in an index. Securities in which the trust invests may differ from those of the index.
The Morgan Stanley "30 for 2018" Research report criteria
? Morgan Stanley Research polled its analysts globally to identify the highest-quality companies in their sectors, given that an increasing number of stocks appear to be dislocated from their fundamental valuations.
? The driving principle was to create a list of companies whose business models and market positions one would like to have had exposure to through 2018.
? The year 2018 was chosen to give the stocks the opportunity to run through a full business cycle, starting with the current weak economic environment.
Contact us
Please contact your Morgan Stanley Financial Advisor for more information. For unit trust pricing please visit uit.
About risk (MSEQ18)
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 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.
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.
A particular series of the trust may be concentrated in certain sectors or geographic regions, and to the extent that it is, your investment in units of a trust series would be subject to the risks associated with such concentrations. Please refer to the prospectus associated with the applicable trust.
Investing in foreign securities involves certain risks not typically associated with investing solely in the United States. This may magnify volatility due to changes in foreign exchange rates, the political and economic uncertainties in foreign countries, and the potential lack of liquidity, government supervision and regulation.
The S&P Global 1200, the first real-time investable global index, offers investors efficient exposure to the world economy. Capturing approximately 70% of the world's capital markets, it is a composite of 31 local markets from seven headline indices, many of which are accepted leaders in their regions. While the returns of the S&P Global 1200 are available in U.S. dollars, the seven regional index components are priced each day in several major currencies. It is not possible to invest directly in an index.
"Standard & Poor's", "S&P", S&P Global 1200 Index and "S&P 500" are registered trademarks of Standard & Poor's Financial Services LLC and have been licensed for use by Invesco. All information provided by Standard & Poor's is impersonal and not tailored to the needs of any person, entity or group of persons. Standard & Poor's is not an investment advisor. The portfolio is not sponsored, endorsed, sold or promoted by Standard & Poor's and its affiliates. Standard & Poor's and its affiliates make no representation, condition or warranty, express or implied, to the owners of the portfolio or any member of the public regarding the advisability of investing in securities generally or in the portfolio particularly. Standard & Poor's is not responsible for and has not participated in the determination of the prices and amount of the portfolio or the timing of the issuance or sale of the portfolio. Standard & Poor's has no obligation or liability in connection with the administration, marketing or sale of units of the portfolio. There can be no assurance that future dividend payouts will equal or exceed past dividend payouts. Standard & Poor's parent company.
Analytic services and products provided by Standard & Poor's are the result of separate activities designed to preserve the independence and objectivity of each analytic process. Standard & Poor's has established policies and procedures to maintain the confidentiality of non-public information received during each analytic process. Standard & Poor's and its affiliates provide a wide range of services to, or relating to, many organizations, including issuers of securities, investment advisers, broker-dealers, investment banks, other financial institutions and financial intermediaries, and accordingly may receive fees or other economic benefits from those organizations, including organizations whose securities or services they may recommend, rate, include in model portfolios, evaluate or otherwise address.
Explore Intentional Investing with Invesco?
FOR US USE ONLY
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 adviser(s) for a prospectus or download one at uit.
Information contained herein and in the preliminary prospectus is subject to completion or amendment. A registration statement relating to these securities has been filed with the Securities and Exchange Commission, but has not yet become effective. These securities may not be sold nor may offers to buy be accepted prior to the time the registration statement becomes effective. This communication shall not constitute an offer to sell or a solicitation of an offer to buy; nor shall there be any sale of these securities in any state in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state.
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.
us U-MSEQPERF-FLY-1 05/15
Invesco Distributors, Inc.
US5758
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