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UBS Homepage > Wealth Management US > Investing > Traditional Investments > UITs > Treasury & Growth

Treasury and Growth Stock Series
The Pathfinders Series unit investment trust offers a portfolio of common stocks seeking capital appreciation and discounted U.S. Treasury zero-coupon bonds. If you were to invest $10,000 in the trust, approximately $5,000 would be invested in a portfolio of stocks we select and $5,000 in U.S. Treasury zero-coupon bonds. The U.S. Treasury zero-coupon bonds would return the $10,000, protecting your original principal invested as long as you purchased your units at $1.00 or less and hold them to maturity.

We understand the importance of long-term financial goals such as planning for retirement, funding a child's education or trying to build wealth toward some other objective. With this in mind, we designed a portfolio to meet the needs of investors interested in building wealth prudently over a long-term horizon.

Performance

Net Asset Value (NAV)

Performance   (14kb)

For further information, such as distributions, fees, holdings, prospectus and annual reports, select the appropriate Series below.

Trustee Information:
State Street Bank and Trust Company
Hancock Towers
200 Clarendon Street
Boston, MA 02116
Telephone: 1-800-356-2754

Unit Investment Trusts, by definition, require a trustee. The trustee holds the trust's securities, ensuring their safekeeping until the trust is terminated. The trustee is also responsible for recordkeeping, for collecting any interest or dividend income and principal payments, and for distributing this money to investors.


contact a Financial Advisor for more information

 

UITs are sold by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses associated with this investment, and should carefully review the prospectus containing this and other information before investing.

Please contact your Financial Advisor for a prospectus.  Read it carefully before you invest or send money.

Closed

Series 19
Series 20

Open not Offered

Series 21
Series 22
Series 23
Series 24
Series 25
Series 26
Series 27
Series 28
Series 29
Series 30
Series 31

Open & Offered

Series 32

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