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.
Available from October 17, 2024 - January 21, 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.
Available from October 17, 2024 - January 21, 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 2023 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.
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