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 8

    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 April 12, 2024 - July 15, 2024

  2. Quality Dividend Strategy, Series 12

    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 April 12, 2024 - July 15, 2024

  3. AI Enablers & Adopters Strategy

    This Thematic Basket invests in companies that Morgan Stanley & Co. LLC Research believes may benefit from their enablement and/or adoption of artificial intelligence.  In a recently published report titled “Mapping AI’s Diffusion” Research notes that companies that best adopt new technology to scale their businesses, while maintaining robust barriers to entry, accrue most value.

     

    Review the Fact Card

    View the Prospectus

    MS&Co. Research Report: Mapping AI's Diffusion

    Audiocast: Are These Gen AI's Next Big Winners

     

    Available from February 23, 2024 - August 23, 2024

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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 2023 Trustee's Annual Reports - provided by the Trustee for Morgan Stanley Unit Investment Trusts.