Dow Jones Global Titans Portfolio, Series 27
In recent years, globalization has become a reality. The once distinct geographic, economic and cultural
lines have not only been blurred, but nearly erased. With this transformation, we have seen the
emergence of a new breed of mega-corporations–the Global Titans®.
The Dow Jones Global Titans Portfolio invests in 50 of the world’s largest and most-established blue-chip
companies included in the Dow Jones Global Titans 50TM Index. The portfolio provides exposure to companies
headquartered in countries around the world, aiming to reduce risk through country diversification.
Global diversification is considered one of the best ways of reducing risk by decreasing dependency on
the performance of a single economy. Because large multinational corporations frequently have
operations in multiple countries and generate revenues worldwide, they typically have a buffer against
regional economic downturns that other smaller and more centralized companies may not have. It is
important to note that diversification does not guarantee a profit or protect against loss.
Characteristics of Global Titan®
- To be identified as Global Titans®, the companies must be well established and have a broad
- They must be well known to global investors for either their long history of success or offer
widely used products or services.
- They must be market leaders in their industry with either a dominant position or a
- They must be among the largest of blue-chip companies in the global arena.
- All companies must be market and industry leaders globally, rather than just at the local level.
- All companies must have international market exposure, either selling or providing services,
outside of their home markets.
|Not FDIC Insured Not Bank Guaranteed May Lose Value
This unit investment trust seeks above-average
capital appreciation; however, there is no
assurance the objective will be met.
The portfolio is invested in companies included
in the Dow Jones Global Titans 50TM Index as of
the business day prior to the portfolio's initial
date of deposit. However, it will not be adjusted
to reflect changes to the components of the
Index, if any, during the life of the portfolio.
You should consider the portfolio's investment objective, risks, and
charges and expenses carefully before investing. Contact your financial advisor
or call First Trust Portfolios, L.P. at 1.800.621.1675 to request a prospectus,
which contains this and other information about the portfolio. Read it carefully
before you invest.
An investment in this unmanaged
unit investment trust should be made with an understanding of
the risks involved with owning common stocks, such as an
economic recession and the possible deterioration of either the
financial condition of the issuers of the equity securities or the
general condition of the stock market.
An investment in a portfolio which includes foreign securities
should be made with an understanding of the additional risks
involved, such as currency fluctuations, political risk, the lack of
adequate financial information and exchange control
restrictions impacting foreign issuers. Certain of the securities in
the portfolio are listed on a U.S. securities exchange and certain
of the securities are traded only in foreign securities markets.
Because the portfolio is concentrated in companies
headquartered in Europe, the portfolio may present more risks
than a portfolio which is broadly diversified over several regions.
This UIT is a buy and hold strategy and investors should consider
their ability to hold the trust until maturity. There may be tax
consequences unless units are purchased in an IRA or other
The value of the securities held by the trust may be subject to
steep declines or increased volatility due to changes in
performance or perception of the issuers.
As the use of Internet technology has become more prevalent in
the course of business, the trust has become more susceptible to
potential operational risks through breaches in cyber security.
The Dow Jones Global Titans 50TM Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”)
and Global Titans® is a registered trademark of SPDJI. Both have been licensed for use by First Trust
Portfolios L.P. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial
Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow
Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by
First Trust Portfolios L.P. The Dow Jones Global Titans Portfolio is not sponsored, endorsed, sold or
promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any
representation regarding the advisability of investing in such product(s) nor do they have any liability for
any errors, omissions, or interruptions of the Dow Jones Global Titans 50TM Index.