UBQLQX

About UBQLQX

The ADT Ubiquitous Opportunities Fund is a unit investment trust (UIT) designed to provide capital appreciation through a diversified portfolio of stocks. The fund focuses on companies that generate a significant portion of their revenue globally and are seen as key players in the ongoing transformation of consumer behavior, especially in the way purchases are transacted. The portfolio typically includes firms involved in innovations in information technology, e-commerce, and digital payments, reflecting broader trends such as the move away from traditional brick-and-mortar retail toward online and mobile shopping. Stock selection is driven by a combination of factors, including anticipated market dominance over the next several years, historical and projected earnings growth, balance sheet strength, and overall valuation. The fund is structured with defined beginning and end dates and aims to balance the potential for income with growth, featuring regular monthly distributions. As a UIT, it offers investors exposure to a carefully curated, but unmanaged, basket of securities across multiple sectors impacted by digital transformation, providing a snapshot of opportunity in a rapidly evolving economic landscape.