Morgan StanleyIncome NotePrincipal Protected5Y
Traded Jul 2026 · Matures Jul 2031
Timeline
Last updated on Oct 5, 2026
Principal Protected Income Note - Earn 10.10% p.a. in the form of 0.84% monthly payments - 100% of principal back at maturity
Microsoft Corp
MSFT
Develops enterprise software, cloud computing, AI platforms, productivity applications, and operating systems for consumers and businesses.
Market Cap
$2,900bn
3-Yr CAGR
5%
3-Yr Max DD
-30%
Broadcom Inc
AVGO
Designs semiconductor and infrastructure software solutions for AI, networking, broadband, wireless, and enterprise computing applications.
Market Cap
$1,830bn
3-Yr CAGR
67%
3-Yr Max DD
-27%
JP Morgan Chase & Co.
JPM
Provides investment banking, commercial banking, consumer banking, asset management, and financial services to individuals, businesses, and institutions.
Market Cap
$896bn
3-Yr CAGR
36%
3-Yr Max DD
-11%
CAGR: Compound Annual Growth Rate · DD: Maximum Drawdown
*5 Year note with 10.10% p.a. yield, paying 0.84% per month.
Monthly autocall starting after Year-1; note will be called if the worst performing underlier among MSFT, AVGO, JPM is flat or positive.
If note gets called, investors receive full principal plus the final coupon
If note reaches maturity and is not called, full principal is returned to investors regardless of the performance of the underliers.