Filtering out the
Backed by an institutional investment team, we hold a distinct view on valuations across all asset classes—to go beyond market chatter. Our patient approach to discretionary fund management helps investors take advantage of true opportunities
Access to deep resources
From idea generation to risk management, our global investment professionals construct detailed investment strategies, harnessing the depth of Morningstar’s experience.
A meticulous search
Our core philosophy is simple: We look for investments that are selling for less than what we think they’re worth. And we are always looking for value you can pass on to the investor.
Get in Touch and Stay Connected
Our discretionary fund management team provides the support advisers need to focus on clients. Your regional Morningstar representative is happy to assist.
We host adviser events and online webinars which provide an opportunity to interact with the team and learn more about our service.
*Tax treatment depends on individual circumstances and subject to change. Morningstar Investment Management Europe does not provide tax advice and independent professional advice should be sought.
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 The information presented herein will be deemed to be superseded by any subsequent versions of this website.
The Morningstar Investment Management group comprises Morningstar Inc.’s registered entities worldwide, including the UK. Morningstar Investment Management Europe Limited is authorised and regulated by the UK Financial Conduct Authority to provide services to Professional clients and is the entity providing the discretionary management services. 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. Morningstar 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.
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