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Scale your financial advice practice with Morningstar’s Managed Portfolios

We provide advisers with a suite of investment solutions that address your clients’ needs, risk profiles, and financial life stages – and frees you up to spend more time on growing your practice.

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

$378B
Assets Under Management and Advisement Worldwide.

As of June 2026

400+
Asset classes analysed to ensure portfolios are robust and investors rewarded for the investing risks taken.

1,000
investment and research professionals providing the scale, rigour, and diversity of thinking needed to navigate complex markets.

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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Explore our 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.

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.

Investment Management team

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Bianca Rose

Senior Portfolio Manager

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Bryce Anderson

Senior Portfolio Manager

Meet the team

Connect with us

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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.