Valuation-Driven Portfolios for Advisers
Using Morningstar® Managed PortfoliosTM, you can deliver professional portfolio management and tools to investors that help them stay on track to meet their goals. Our investment management and support teams are ready to keep you up-to-date on our latest thinking.
Our Multi-Asset Portfolios
Available on a range of different platforms and accompanied by global investment insights and portfolio updates, you’ll always know how your clients’ investments are doing and what’s behind the decisions we are making on your behalf.
Active
- Multi-asset portfolios
- Total return objective
- Blends active/passive funds
- Available on 14 platforms
Passive
- Portfolios built using passive funds
- Total return objective
- Low cost
- Available on 14 platforms
Real Return
- Portfolios built to deliver returns above inflation
- Designed to meet a range of investment goals
- Unconstrained asset allocation
- Available on the Standard Life and Transact platforms
- Learn more about the Real Return Portfolios
Governed
- Growth and income options
- Blend of passive and high conviction active funds
- Low cost with cap on ongoing charges
- Available on the AVIVA platform
A Dedicated Support Team
Our discretionary fund management team provides the support advisers need to focus on clients, including a dedicated service team for questions, quarterly updated performance information, and client-ready communications.
Our Recent Awards
Our investment team and Morningstar Managed Portfolios have been recognised with awards from various independent bodies and the most recent of these awards are included above. Please note that past performance is not a guide to the future.