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Multi-Asset Separately Managed Accounts

Morningstar’s best investment ideas, utilising our extensive research and powered by our portfolio management capabilities. Get access to a low cost, actively managed investment portfolio, managed by Morningstar’s global team of investment professionals investing in direct securities; funds and ETFs. 

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Morningstar managed portfolios overview showing asset allocation strategies, portfolio options, and investment research framework charts.

The power of Morningstar Multi-Asset SMAs

Morningstar’s suite of Multi-Asset Separately Managed Accounts

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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Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.