First Trust Combined Series 468 Investment Grade Multi-Asset Portfolio is a unit investment trust focused on delivering diversified, investment-grade, multi-asset exposure. The portfolio primarily seeks current income, with capital appreciation as a secondary objective. It incorporates a blend of underlying investment-grade securities, with typical allocations to exchange-traded funds holding corporate bonds, preferred securities, and a limited exposure to emerging market debt and other income-generating assets. The portfolio targets a maturity range of 10 to 20 years, aiming to balance yield with interest rate risk, and distributes income monthly. Portfolio selection and allocation are driven by First Trust's systematic investment process, considering factors like credit quality and duration management. This approach enables investors to access a diversified basket of income-focused assets within a single product, reflecting broader trends in income investing and emphasizing risk management through asset allocation across sectors and geographies. The portfolio is designed to serve as a core fixed income holding for investors seeking broad investment-grade exposure with a multi-asset approach.
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