Morningstar Blended Portfolios
Taking advantage of active and passive investment opportunities gives investors access to the best of both worlds.
To discuss platform availability and how to access the portfolios, please call on 0203 107 2930 or email UKManagedPortfolios@morningstar.com.
What are the portfolios invested in?
Using both passive and active investments, the portfolios invest across a range of asset classes such as equities, fixed interest, and cash—where and when it makes sense to do so.
Unlock the power of Morningstar Inc.’s data and research within Morningstar Blended Portfolios
Morningstar Investment Management Europe Ltd has arrangements with our parent company, Morningstar Inc., to provide access to its global database. This is one of the largest and highest-quality databases in the world, and it includes analysts’ ratings and research reports. Access to leading data and research further informs the fund selection process we use in our Blended Portfolios.
Latest investment insights
Our investment management and support teams are ready to keep you up-to-date on our latest thinking.
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*Indicative asset allocations included for illustrative purposes only.
This content on this website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Investment Management Europe Limited cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. Past performance is not a guide to future returns. The value of investments may go down as well as up and an investor may not get back the amount invested. The information presented herein will be deemed to be superseded by any subsequent versions made available on this website.
The Morningstar Investment Management group comprises Morningstar Inc.’s registered entities worldwide, including Morningstar Investment Management Europe Limited which is authorised and regulated by the UK Financial Conduct Authority to provide services to Professional clients and is the entity providing the investment management services. Registered in England under company number: 05732689. Registered office: 1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ. Morningstar’s fund research and rating activities are not undertaken by Morningstar Investment Management Europe and as such, are not regulated by the UK Financial Conduct Authority. Managed Portfolios are intended for citizens or legal residents of the United Kingdom. These portfolios can only be made available through the use of an Investment Adviser appropriately authorised and regulated by the Financial Conduct Authority.