Morgan Stanley is one of the largest distributors of UITs, with access to more than 300 third-party offerings as well as our own proprietary UIT products, available exclusively to our clients. Talk to your Financial Advisor about which best fits your goals.
Differentiated UIT offerings are only available through a Morgan Stanley Financial Advisor
Morgan Stanley UITs harness original research and innovative investment strategies to create portfolios across a variety of market sectors and investment themes
ACCESS AND TRANSPARENCY
Morgan Stanley UITs offer transparent access to investment selections based on firm research
Insights sources from the full scale and global reach of the Firm
Original research and innovative solutions
Products are evaluated and approved by experienced investors
Products are continuously monitored
Some of our portfolios convert disruptive trends into timely investable products or take advantage of the context of current market conditions that may have a limited horizon. As trends shift, so will the flow of ideas that our teams convert into UITs.Global Best Business Models, Series 3 Stocks for 2023 Seeking the Next FAANGs, Series 2
Others are built around recurring goals that are less susceptible to changing trends or economic conditions—generating dividend income, for example. At maturity, these UITs offer the option of rolling over into a new series of the same portfolio.