This Thematic Basket invests in companies that Morgan Stanley Research believes have the potential to extend their perceived competitive advantages over an approximately two-year holding period.
Available from March 14, 2025 - September 15, 2025
This Thematic Basket will invest in companies that Morgan Stanley & Co. LLC Research (“MS&Co. Research”) believes may benefit from their enablement and/or adoption of artificial intelligence (“AI”).
Available from February 27, 2025 - August 28, 2025
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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July 24, 2025- October 27, 2025
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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Available from July 24, 2025- October 27, 2025
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
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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”)
IRS Form 8937
Access the 2024 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.
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.
Companies paying dividends can reduce or cut payouts at any time.
Environmental, Social and Governance (“ESG”) investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. ESG designations are as of the date of this material, and no assurance is provided that the underlying assets have maintained or will maintain and such designation or any stated ESG compliance. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG. Investors should also independently consider whether the ESG investment product meets their own ESG objectives or criteria.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
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