A UIT's annual report contains financial statements that have been audited by the trust's independent public accountants and management's discussion of fund operations, investment results, and strategies. In addition, a UIT or an investor's broker may provide statements that update and summarize individual account holdings and values. Before the Purchase An investor should always determine his or her investment objectives before purchasing units. These objectives will depend on such factors as the investor's financial circumstances, age, income, and whether he or she has a dependent family. The investor also should assess his or her attitude toward risk.
All investments involve some risk, and some investments more than others.
Usually, the greater the risk, the greater the potential return. The Investment Company Institute is the national association of the investment company industry.