Thematic Baskets: Making Morgan Stanley Research Investable

Thematic Basket UITs offer an exclusive and differentiated single-transaction method for investing in innovative research opportunities across a wide variety of market sectors and investment themes. The securities are selected by Morgan Stanley investment professionals and are fixed over each investment’s specified life.

Current Offerings

  1. Growth at a Reasonable Price Strategy, Series 6

    This Thematic Basket invests in companies that Morgan Stanley Wealth Management Global Investment Office believes to be “Growth at a Reasonable Price” (or “GARP”) stocks due to having certain fundamental growth, quality and valuation (price-related) characteristics that may generate competitive relative and total returns through varied market environments.

    Review the Fact Card

    View the Prospectus

    Audiocast: Thought Leadership on Two Ideas from the Global Investment Office (GIO)

     

    Available from October 09, 2023 - January 10, 2024

  2. Quality Dividend Strategy, Series 10

    This Thematic Basket invests in companies that Wealth Management Global Investment Office (“MSWM GIO”) believes have high current dividend yields, as well as certain characteristics that may generate strong total returns through varied market environments.

    Review the Fact Card

    View the Prospectus

    Audiocast: Thought Leadership on Two Ideas from the Global Investment Office (GIO)

     

    Available from October 09, 2023 - January 10, 2024

Customized Solutions for You

No matter what you want to accomplish, our Financial Advisors partner with you to provide ongoing, comprehensive planning and investment advice to help you succeed.

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Morgan Stanley Unit Investment Trusts: Tax Information

A record of IRS Form 8937 – “Report of Organizational Actions Affecting Basis of Securities” – provided by the Trustee to the Morgan Stanley Unit Investment Trusts (the “Trusts”)

 

Access the 2022 Trustee's Annual Reports - provided by the Trustee for Morgan Stanley Unit Investment Trusts.