m+ funds | Defined Preservation 95

Investment Objective

The trust seeks to provide a percentage return per unit, on the series mandatory dissolution date, of 3 times any percentage increase of the Reference Asset relative to the Initial Reference Value, up to a maximum return of [15-18]%. If the value of the Reference Asset decreases from the Initial Reference Value, the return on the units will be negative and will equal the percentage decrease of the Reference Asset. The Reference Asset for this trust is the SPDR® S&P 500® ETF (SPY), which is an exchange-traded fund that tracks the investment results of the S&P 500® index.

Key Features

m+ funds | Defined Preservation 95Series 7-4
Upside*
Maturity Date06.30.2022 Reference AssetSPDR® S&P 500® ETF (SPY) Fee-based CUSIP01073C525 Standard CUSIP01073C533
Inception Date06.12.2019

Fund Documentation

You should consider the fund’s investment objective, risks and charges and expenses carefully before investing. Contact your financial adviser or read the prospectus below which contains this and other information on the fund. Read it carefully before you invest