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Real Return Funds

A multi-asset investment solution that is actively managed on your behalf. Our team aims to grow your wealth steadily whilst looking to maximise return for risk – investing when, and where, it makes sense to do so.

Multi-asset managed funds overview showing asset allocation strategies, portfolio options, and investment research framework charts.

The benefits of Morningstar Real Return Funds

Morningstar’s best investment ideas

Representing Morningstar’s best investment ideas, utilising our extensive research and powered by our portfolio management capabilities.

Robust portfolio construction

Portfolios are holistic, built for the long term and constructed for a range of risk profiles.

Efficient implementation

Implemented efficiently through a managed fund structure.

Invest globally with diversified access

Access to global investments, selected based on valuation and combined to deliver a holistic portfolio that is appropriately diversified for the investment environment.

Morningstar's suite of Real Return Funds

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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