International Equity

  Are Your Clients Underweight? Emerging Markets Equity 

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The EAFE Select 20 Portfolio (EAFE) may offer:
 
  • An internationally diversified portfolio of stocks from established companies around the world.
  • An emphasis on international companies that have a record of paying dividends.
  • Proprietary stock selection process based on the MSCI EAFESM Index.
  • A strategy that has historically been less volatile than the benchmark. Of course, past performance is no guarantee of future results.
  • Liquidity and a low minimum investment purchase price.
  • The reduction of time, expense and difficulty for an average investor trying to achieve diversification using individual securities.

Hypothetical Performance Review

 
 
  EAFE Select 20 Strategy (%) MSCI EAFESM
Index
3-year 12.77 8.19
5-year 11.74 11.07
10-year 15.78 21.01
15-year 17.57 18.06
20-year 16.97 18.50
25-year 17.27 22.53
30-year 16.75 21.35
 


Average annual total return for the EAFE Select 20 Portfolio and the MSCI EAFE IndexSM

Standard deviation (for the periods ended 12/31/07)

Standard deviation is a measure of volatility that represents the degree to which an investment’s performance has varied from its average performance over a particular period. Standard deviation does not compare the volatility of an investment relative to other investments or the overall stock market. The more an investment’s return varies from the investment’s average return, the more volatile the investment. Standard deviation is based on past performance and is no guarantee of future results. Please refer to the left column for additional information regarding hypothetical strategy performance.

Annual Total Return

 
  Portfolio Strategy (%) MSCI
EAFESM Index (%)
  Portfolio Strategy (%) MSCI
EAFESM Index (%)
1978 5.54 34.30

1993

60.11 32.94
1979 4.31 6.18

1994

0.60 8.06
1980 20.61 24.43

1995

22.05 11.55
1981 3.84 -1.03

1996

19.37 6.36
1982 -3.49 -0.86

1997

22.17 2.06
1983 42.02 24.61

1998

22.07 20.33
1984 18.36 7.86

1999

13.97 25.27
1985 14.07 56.72

2000

-1.89 -15.21
1986 32.31 69.94

2001

-0.26 -22.61
1987 29.74 24.93

2002

-3.19 -15.57
1988 25.60 28.59

2003

33.76 39.29
1989 5.03 10.80

2004

38.10 20.79
1990 -7.55 -23.20

2005

11.89 14.13
1991 14.29 12.50

2006

36.69 26.98
1992 2.08 -11.85

2007

18.98 11.76
     

thru 3/31/08

-9.05 -8.75

Source: Bloomberg, L.P

All strategy performance is hypothetical (not any actual trust) and reflects trust sales charges (full sales charge in first year of 2.95% and reduced rollover charge thereafter of 1.95%) and expenses but not brokerage commissions on stocks or taxes. Past performance is no guarantee of future results. Actual returns will vary from hypothetical strategy returns due to timing differences and because the trust may not be invested equally in all stocks or be fully invested at all times. In any given year the strategy may lose money or underperform the index. Returns are calculated by taking year-end prices, subtracting them from the prices at the end of the following year adjusting for any stock splits that might have occurred during the year) and adding dividends received for the period divided by starting price. Average annual total return and total return measure change in the value of an investment plus dividends, assuming quarterly reinvestment of dividends. Average annual total return reflects annualized change while total return reflects aggregate change and is not annualized. Standard deviation is a measure of volatility that represents the degree to which an investment’s performance has varied from its average performance over a particular period.

Please keep in mind that high, double-digit and/or triple-digit returns are highly unusual and cannot be sustained. Investors should also be aware that these returns were primarily achieved during favorable market conditions.

Your Portfolio's Tool Kit

 

EAFE Select 20 Portfolio (EAFE)

 


Brochure
An International Enhanced Index Unit Trust

read more


Fact Card
EAFESM Select 20 Portfolio 2008-2

read more

Risk Considerations

 

There is no assurance that a unit investment trust will achieve its investment objective. An investment in this unit trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. This trust is unmanaged and its portfolio is not intended to change during the trust's life except in limited circumstances. Accordingly, you can lose money investing in this trust.

This trust is concentrated in the consumer products and retail sector. Companies that manufacture and distribute consumer products face risks such as intense competition, the lack of serious barriers to entry for on-line entrants, economic recession and a slowdown in consumer spending trends.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer's board of directors and the amount of any dividend may vary over time.

Investing in foreign securities involves certain risks not typically associated with investing solely in the United States. This may magnify volatility due to changes in foreign exchange rates, the political and economic uncertainties in foreign countries, and the potential lack of liquidity, government supervision and regulation.

The trust should be considered as a part of a long term investment strategy and you should consider your ability to pursue it by investing in successive trusts, if available. You will realize tax consequences associated with investing from one series to the next.

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Van Kampen’s Lineup of Global Offerings

Global/International Strategies


STRAIGHT FROM THE EXPERTS

"In the long-term, emerging markets offer tremendous opportunity. Looking at the contribution of emerging markets to global growth and the size of their markets, there’s a mismatch suggesting a tremendous amount of opportunity in these markets."

- Rick Golod, Director of Global Investment Strategies with Van Kampen Investments

 

 


Please consider the investment objectives, risks, charges and expenses of the fund(s) carefully before investing. The prospectus contains this and other information about the fund(s). To obtain a prospectus, contact your financial advisor or download and/or order. Please read the prospectus carefully before investing.

Not FDIC Insured—Offer Not Bank Guaranteed—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

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