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. Capex Captains

    This Thematic Basket invests in companies that Morgan Stanley Wealth Management Global Investment Office (“MSWM GIO”) has identified as “Capex Captains,” which are companies that MSWM GIO believes may benefit during an anticipated period of increased capital expenditure (or “capex”).

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    Research Report: AlphaCurrents, Capex Captains

     

    Available from: May 23 - November 24, 2023

  2. Growth at a Reasonable Price Strategy, Series 4

    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.

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

     

    Available from: April 05 - July 05, 2023

  3. Quality Dividend Strategy, Series 8

    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.

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    View the Prospectus

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

     

    Available from: April 05 - July 05, 2023

  4. Global Best Business Models, Series 4

    This Thematic Basket invests in companies that MS&Co. Research believes have the 'Best’ Business Models in their global industry groups. The investment selections rely on fundamental, quantitative and Environmental Social and Governance (ESG) analyses by MS&Co. Research. 

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    View the Prospectus

    Research Report: Launching Global Best Business Models, Version 4 (2023)

     

    Available from: January 24 - July 24, 2023

  5. Stocks for 2025

    This Thematic Basket invests in companies that Morgan Stanley & Co. Research believes have the potential to extend their competitive advantages over an approximately two-year holding period.

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    Research Report: Quality Stocks for a Long-Term Holding Period

     

    Available from: March 23 – September 29, 2023

     

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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.