MONUMENT, Colo., Jan. 9, 2019 /PRNewswire/ -- Advisors Asset Management (AAM) announced today that they have strengthened their investment offering with the appointment of Kames Capital, based in Edinburgh, as Portfolio Consultant for a new unit investment trust (UIT).
The Kames Sustainable Equity Portfolio seeks to provide above average total return primarily by capital appreciation by investing in a portfolio of equity securities selected by Kames Capital, the Portfolio Consultant to the UIT.
Craig Bonthron, Investment Manager for International Equities and Neil Goddin, Head of Equity Quantitative Analysis for Kames Capital will recommend stocks for the portfolio. The team has a high-conviction stock-picking approach and invests globally across the market-cap spectrum.
"We are excited to partner with Kames Capital, a best-in-class asset management firm and a global leader in sustainable investing. We also look forward to growing our relationship with Kames Capital and to all the possibilities that lie ahead," said Richard Stewart, Executive Vice President and Head of UIT Product Management for Advisors Asset Management.
Martin Davis, CEO of Kames Capital and Head of Europe for Aegon Asset Management said, "We are delighted to have been appointed by Advisors Asset Management. They are our second client in North America and our first in the US, so this is a major milestone for the firm and comes just a year after becoming registered with the SEC. Kames Capital is a global leader in sustainable investing, an area of growing interest to investors in the US. We also have a growing reputation in global equities that reflects our experienced team and distinctive investment approach."
About Advisors Asset Management
For nearly 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs (unit investment trusts), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products, the fixed income markets, portfolio analytics and now exchange-traded funds (ETFs). For more information, visit www.aamlive.com.
Unit Investment Trusts (UITs) are sold only by prospectus. You should consider the trust's investment objectives, risks, charges, and expenses carefully before investing. Contact your financial professional or visit Advisors Asset Management online at www.aamlive.com/uit to obtain a prospectus, which contains this and other financial information about the trust. Read it carefully before you invest or send any money. As with any investment, investors may lose money by investing in UITs and the trust may not perform as well as expected. Investing in UITs is a long-term strategy and investors should consider their ability to invest in successive trusts, if available. Investors also should consult a tax professional regarding the tax implications associated with investing in UITs. Securities offered through your financial professional.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity within the meaning of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisers.
Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. | 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com
CRN: 2019-0102-7127 R
CONTACT:
Catherine Drury
JConnelly
(646) 922-7773
cdrury@jconnelly.com
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SOURCE Advisors Asset Management
