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Multi-Manager Managed Accounts

Morningstar's best manager research thinking employed in a professionally managed portfolio.

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

The power of Morningstar Multi-Manager Managed Accounts

Morningstar's suite of Medalist Core Portfolios

A curated selection of Medalist-rated funds and ETFs, blended into multi-manager portfolios across six risk profiles. Each manager has received a Medalist Rating™ from Morningstar's fund research team. The portfolios blend active and passive strategies, using active only when outperformance is likely. Backed by institutional-grade portfolio management.

Morningstar CFS FirstChoice Managed Accounts - Core

Managed Account investment solutions for your clients, powered by Morningstar's market leading investment research and unique global insights. The portfolios are available at no extra cost to investors or advisers over the underlying investment options in FirstChoice.

Morningstar CFS FirstChoice Managed Accounts - Active

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Medalist Core portfolios: Meet the Manager

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.

Managed Account investment solutions for your clients, powered by Morningstar's market leading investment research and unique global insights. The portfolios are available at no extra cost to investors or advisers over the underlying investment options available on BT Panorama.

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 Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products.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.