Advisors Asset Management’s High 50® dividend strategy portfolios celebrate 15th anniversary


MONUMENT, Col., June 19, 2018 / PRNewswire / – Advisors Asset Management (AAM), a leading provider of income-driven solutions that financial advisors can use to meet the needs of their clients and grow their businesses, announced that its High 50® Dividend Strategy Portfolios are celebrating their 15th anniversary.

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

“We are delighted with the success of the High 50® Dividend strategy over the years. The High 50® The dividend strategy is one example of the many types of income-driven solutions we offer to advisors and their clients, ”said Andrew Williams, president of the AAM. “We expect cumulative portfolio sales to exceed 10 billion dollars this year and we are proud that the High 50® solution has been generating income for a wide variety of investors for the past 15 years. “

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

“The bull market still has room and it is imperative that investors are diversified,” saidMike boyle, Senior Vice President Asset Management at AAM and creator of the High 50® Dividend strategy. “Investors who have the right 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 brokers / traders. It provides access to ITU (open-ended investment funds), open-ended and closed-end mutual funds, Separately Managed Accounts (SMA), structured products, fixed income markets, analysis of portfolio and now exchange-traded funds (ETFs). For more information, visit

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

* Allocation of approximately 10% to the nine GICS sectors other than finance and real estate and around 10% of the weighting of the finance and real estate sectors combined. (In fact, the strategy seeks to treat the new GICS Immobilier sector as if it were still positioned under the GICS Financials sector as it was before 9/1/16).

Unit Investment Trusts (UIT) are sold only by prospectus. You should carefully consider the investment objectives, risks, fees and expenses of the trust before investing. Contact your financial professional or visit Advisors Asset Management online at for a prospectus, which contains this and other financial information about the trust. Read it carefully before investing or sending money. As with any investment, investors can lose money by investing in UITs and the trust may not perform as well as expected. Investors should also consult a tax professional regarding the tax implications associated with investing in ITUs. The securities are offered by a financial professional.

This document is not intended to be an investment recommendation or advice, does not constitute a solicitation to buy or sell securities and is not provided in a fiduciary capacity within the meaning of the Security Act 1974. employee retirement income (ERISA) and domestic law. Income code. The information provided does not take into account the specific objectives or circumstances of a particular investor, nor does it suggest a specific course of action. Investment decisions should be made based on the objectives and circumstances of the investor and in consultation with his advisor.

Not insured by the FDIC. No bank guarantee. May lose value. For informational purposes only and not a recommendation to buy or sell securities.

Advisors Asset Management, Inc. (AAM) is an SEC registered investment adviser and a FINRA / SIPC member.

18925, base camp path | Monument, CO 80132 |

CRN: 2018-0604-6689 R

Catherine drury
(646) 922-7773
[email protected]

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SOURCE Asset Management Advisors


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