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Multi-Sector Series Managed Portfolios on BT Panorama

A range of diversified multi-manager portfolios that draw on Morningstar’s independent manager research to help you achieve your financial goals.

Multi-Sector Series Managed Portfolios on BT Panorama overview showing asset allocation strategies, portfolio options, and investment research framework charts.

Multi-Sector Series Managed Portfolios on BT Panorama

Morningstar Multi-Sector Managed portfolios represent the highest conviction, best ideas from Morningstar’s Manager Research team, alongside Morningstar Investment Management’s asset allocation and portfolio construction capabilities, utilising the investments available on BT Panorama.

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Platform availability

Access Morningstar’s managed funds and managed accounts on your preferred platform. Please check with the platform operator for minimum investment requirements and fees.

Morningstar's suite of managed portfolios

Morningstar’s managed portfolio offering comprises four product and service suites, addressing a variety of investor needs, risk profiles and financial life stages.

 

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Bespoke solutions

Outsourced CIO

Morningstar Investment Management offers an Outsourced Chief Investment Officer (OCIO) service to advice businesses with a focus on providing a custom investment portfolio suite for their clients.

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Managed Portfolios

Multi-Manager Managed Accounts

Morningstar’s Multi-Manager Managed Accounts deliver our best fund ideas within a range of multi-manager portfolios, offered in six risk profiles for a variety of investor needs.

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Managed Funds

Real Return Funds

Morningstar’s best investment ideas utilises our extensive research and are powered by our portfolio management capabilities. Our team aims to grow your wealth steadily while looking to maximise return for risk – investing when, and where, it makes sense to do so.

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Managed Portfolios

Multi-Asset Separately Managed Accounts

Morningstar’s global portfolio management and research teams analyse over 400 asset classes delivering robust portfolios.

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