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”).
Research Report: AlphaCurrents, Capex Captains
Available from: May 23 - November 24, 2023
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.
Audiocast: Thought Leadership on Two Ideas from the Global Investment Office (GIO)
Available from: April 05 - July 05, 2023
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.
Audiocast: Thought Leadership on Two Ideas from the Global Investment Office (GIO)
Available from: April 05 - July 05, 2023
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.
Research Report: Launching Global Best Business Models, Version 4 (2023)
Available from: January 24 - July 24, 2023
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.
Research Report: Quality Stocks for a Long-Term Holding Period
Available from: March 23 – September 29, 2023
Differentiated offerings that are only available through a Morgan Stanley Financial Advisor
Thematic Baskets harness original research and innovative investment strategies to create portfolios across a variety of market sectors and investment themes
Thematic Baskets offer full transparency into the insights of our portfolio managers and research analysts
.svg){kind=icon}
Insights sourced from the full scale and global reach of the Firm
Original research and innovative solutions
Products are evaluated and approved by experienced professionals
.svg){kind=icon}
Products are continuously monitored
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.
Check the background of our firm and investment professionals on FINRA's BrokerCheck.
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.
RISK CONSIDERATIONS:
Investors need to consider the investment objectives, risks, charges and expenses of a UIT carefully before investing. The prospectuses on this website contain this and other information about the UIT. To obtain a prospectus, please use the links on this website or contact a Financial Advisor. Investors should read the prospectus carefully before investing.
Each thematic basket is a unit investment trust (“UIT”) that holds a fixed portfolio of securities for a specified term. Due to its buy-and-hold strategy, each UIT will continue to purchase or hold securities, notwithstanding the fact that Morgan Stanley may revise its opinion with respect to any individual security based on the selection process employed by Morgan Stanley or any subsequent analysis. In particular, any subsequent creation of a similar type of list of securities or an update of any above referenced selection process by Morgan Stanley will not affect the composition of a UIT.
Investors will pay the full amount of any organizational charge, and in brokerage, also the full amount of any sales charge, if the investor redeems their investment in a UIT prior to the termination date.
Companies paying dividends can reduce or cut payouts at any time.
Unit prices will fluctuate and there is no assurance that prices will appreciate and not decline over the life of a UIT. UITs that invest significantly in one or more sectors tend to be more volatile than investments that diversify across many sectors. There is no assurance that a unit investment trust will achieve its investment objective.
UITs issue redeemable securities or “units” at prices based on net asset value less any remaining deferred sales charge and/or other charges as applicable. Clients should consider the tax implications of investing in successive portfolios if one is available. Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice.
© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC#5509541 (03/2023)