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Global Dow 30 Portfolio Series 8

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Investment Objective

The Global Dow 30 Portfolio, Series 8 (“Trust”) seeks to provide dividend income.

Principal Investment Strategy

Selection Criteria

Risks and Other Considerations

Portfolio Information

Deposit Information

Inception Date 1/2/2015
Non-Reoffered Date 4/1/2015
Mandatory Maturity Date 4/1/2016
Ticker Symbol CGDWHX
Trust Structure Grantor
Inception Unit Price $10.0000
Maturity Price (as of 4/1/16) $7.5108

Past performance is no guarantee of future results. Investment returns and principal value will fluctuate with changes in market conditions. Investors' units, when redeemed, may be worth more or less than their original cost.

This information does not constitute an offer to sell or a solicitation of any offer to buy: nor shall there be any sale of these securities in any state where the offer, solicitation, or sale is not permitted.


Principal Investment Strategy

The Trust seeks to provide dividend income by utilizing an inflation-hedged approach to investing in international markets. The Trust will invest in a portfolio of securities of companies by implementing the quantitative selection process described below to determine the constituents of the final portfolio. As of the date of deposit, the Trust will invest at least 40% of its assets in the securities of non-U.S. companies located in at least three different countries, as defined by Russell Investments. As a result of this strategy, the Trust invests significantly in the energy sector.

Selection Criteria

The Trust’s portfolio was constructed and the securities were selected seven business days prior to the initial date of deposit (the “Security Selection Date”) using the methodology described below. In constructing the Trust portfolio, securities were selected based on the following quantitative criteria:

• Begin with all of the securities in the Global Dow Index as of the Security Selection Date.

• For companies with multiple listings, only one security is included. Preference is given to an American Depositary Receipt (“ADR”) traded on either the New York Stock Exchange or NASDAQ Stock Market, if available, or to the most liquid security if the company is only traded on non-U.S. exchanges. Liquidity is determined by the average 30 day trading volume in U.S. dollars and is calculated as the average of a 30 trading day look back from the Security Selection Date (i.e., trading volume in shares multiplied by the closing price for the day, as provided by FactSet Research Systems, Inc., with currency exchange rates provided by WM/Reuters when share price is non-U.S. dollar-denominated).

• Exclude securities that have a pending cash or stock merger and acquisition or bankruptcy which will lead to delisting the security from the qualifying exchanges below. Such events will be determined by reviewing the announced merger and acquisition data from Bloomberg and if the announced date falls before the Security Selection Date, an announcement of an agreement to be acquired in whole for cash or stock from an acquiring company or bankruptcy filing will cause exclusion.

• Exclude securities not listed on public securities exchanges located in the following countries: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Israel, Italy, Japan, Mexico, Netherlands, New Zealand, Norway, Philippines, Singapore, South Africa, Spain, Sri Lanka, Sweden, Switzerland, the United Kingdom and the United States.

• Each of the remaining securities is ranked based on its trailing twelve-month dividend yield, where dividend yield is defined as a security’s annual dividend divided by its current market price per share. If a security has discontinued or omitted its dividend in the previous declaration prior to selection, the security is removed from consideration.

• Select the securities with the highest dividend yield as of the Security Selection Date, subject to the following portfolio limitations:

- A maximum of 50% of the Trust portfolio can be invested in any one sector, as defined by Standard & Poor’s Global Industry Classification Standard (“GICS”); and

- A maximum of 50% of the Trust portfolio can be invested in securities headquartered in any one of the following regions, as provided by Bloomberg L.P.: North America (United States and Canada), Latin America (Mexico, Central America and South America), Europe (Europe and Russia), Middle East & Africa (Middle East region and Africa), and Asia & Pacific (Asia excluding Russia, Australia and New Zealand).

• The portfolio is then equally weighted as of the Security Selection Date. Once an investment limitation has been reached, additional securities of that type will not be included in the Trust and the next highest yielding security will be used. Please note that due to the fluctuating nature of security prices, the weighting of an individual security or sector in the Trust portfolio may change after the Security Selection Date.

Risks and Other Considerations

As with all investments, you may lose some or all of your investment in the Trust. No assurance can be given that the Trust’s investment objective will be achieved. The Trust also might not perform as well as you expect. This can happen for reasons such as these:

Securities prices can be volatile. The value of your investment may fall over time. Market value fluctuates in response to various factors. These can include stock market movements, purchases or sales of securities by the Trust, government policies, litigation, and changes in interest rates, inflation, the financial condition of the securities’ issuer or even perceptions of the issuer. Units of the Trust are not deposits of any bank and are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.

Share prices or dividend rates on the securities in the Trust may decline during the life of the Trust. There is no guarantee that share prices of the securities in the Trust will not decline and that the issuers of the securities will declare dividends in the future and, if declared, whether they will remain at current levels or increase over time.

The Trust invests in foreign securities listed on a foreign exchange, U.S.-listed foreign securities and American Depositary Receipts (“ADRs”). The Trust’s investment in foreign securities listed on a foreign exchange, U.S.-listed foreign securities and ADRs presents additional risk. ADRs are issued by a bank or Trust company to evidence ownership of underlying securities issued by foreign corporations. Securities of foreign issuers present risks beyond those of domestic securities. More specifically, foreign risk is the risk that foreign securities will be more volatile than U.S. securities due to such factors as adverse economic, currency, political, social or regulatory developments in a country, including government seizure of assets, excessive taxation, limitations on the use or transfer of assets, the lack of liquidity or regulatory controls with respect to certain industries or differing legal and/or accounting standards.

The Trust includes securities whose value may be dependent on currency exchange rates. The U.S. dollar value of these securities may vary with fluctuations in foreign exchange rates. Most foreign currencies have fluctuated widely in value against the U.S. dollar for various economic and political reasons such as the activity level of large international commercial banks, various central banks, speculators, hedge funds and other buyers and sellers of foreign currencies.

The Trust includes securities issued by companies headquartered in countries considered to be emerging markets. Emerging markets are generally defined as countries with low per capita income in the initial stages of their industrialization cycles. Risks of investing in developing or emerging countries include the possibility of investment and trading limitations, liquidity concerns, delays and disruptions in settlement transactions, political uncertainties and dependence on international trade and development assistance. Companies headquartered in emerging market countries may be exposed to greater volatility and market risk.

The Trust is concentrated in securities issued by companies headquartered or incorporated in Great Britain. As a result, political, economic or social developments in Great Britain may have a significant impact on the securities included in the Trust. The British economy relies heavily on export of financial services to the United States and other European countries. As a result, the British economy may be impacted by changes to the economic health of the United States and other European countries. In addition, the British economy, along with certain other European economies, experienced a significant economic slowdown during the recent financial crisis.

The Trust is concentrated in securities issued by European companies. As a result, political, economic or social developments in Europe may have a significant impact on the securities included in the Trust. Furthermore, the European sovereign debt crisis and the related austerity measures in certain countries have had, and continue to have, a significant negative impact on the economies of certain European countries and their future economic outlooks.

The Trust invests significantly in the energy sector. As a result, the factors that impact the energy sector will have a greater effect on this Trust than on a more broadly diversified Trust. Companies in the energy sector are subject to volatile fluctuations in price and supply of energy fuels, and can be impacted by international politics and conflicts, including the unrest in Iraq and hostilities in the Middle East, terrorist attacks, the success of exploration projects, reduced demand as a result of increases in energy efficiency and energy conservation, natural disasters, clean-up and litigation costs associated with environmental damage and extensive regulation.

The Trust invests in securities issued by mid-capitalization companies. These securities customarily involve more investment risk than securities of large-capitalization companies. Mid-capitalization companies may have limited product lines, markets or financial resources and may be more vulnerable to adverse general market or economic developments.

Inflation may lead to a decrease in the value of assets or income from investments.

The Sponsor does not actively manage the portfolio. The Trust will generally hold, and may, when creating additional units, continue to buy, the same securities even though a security’s outlook, market value or yield may have changed.

See “Investment Risks” in Part A of the prospectus and “Risk Factors” in Part B of the prospectus for additional information.

Please see the Trust prospectus for more complete risk information.

Unit Investment Trusts are fixed, not actively managed and should be considered as part of a long-term strategy. Investors should consider their ability to invest in successive portfolios, if available, at the applicable sales charge. UITs are subject to annual fund operating expenses in addition to the sales charge. Investors should consult an attorney or tax advisor regarding tax consequences associated with an investment from one series to the next, if available, and with the purchase or sale of units. Guggenheim Funds Distributors, LLC does not offer tax advice.




Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC.

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