What may UITF marketing materials include?

Marketing materials for Unit Investment Trust Funds (UITFs) are designed to provide potential investors with a comprehensive understanding of the fund's performance and potential. The correct choice includes relevant historical and future performance of the UITF.

Including historical performance information allows investors to assess how the fund has fared in the past under various market conditions, which is crucial in determining its reliability and potential for future returns. Additionally, referencing future performance, even if somewhat speculative, gives investors insights into growth prospects and expectations based on market analysis and fund objectives.

This approach is aligned with best practices in financial marketing, aiming to present a well-rounded view of the investment opportunity while adhering to regulatory standards that encourage transparency. It helps investors make informed decisions based on both past data and future potential rather than just one aspect of performance, such as past performance alone or indicative rates of return.

Thus, it is essential for marketing materials to offer a full picture, encompassing both historical context and forward-looking perspectives for a potentially comprehensive understanding of the UITF.