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Morningstar® Managed PortfoliosTM

Professionally managed portfolios designed to help investors stay on track
to reach their financial goals.

Latest Investment Insights

Our investment management and support teams are ready to keep you
up-to-date on our latest thinking.

ASSET ALLOCATION

Filtering out the
market noise

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

PORTFOLIO CONSTRUCTION

Access to deep resources
and insights.

From idea generation to risk management, our global investment professionals construct detailed investment strategies, harnessing the depth of Morningstar’s experience.

INVESTMENT SELECTION

A meticulous search
for value.

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.

Our Managed Portfolios

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.

Managed Portfolio Service- Active Portfolios

Active

  • Multi-asset portfolios
  • Total return objective
  • Blends active/passive funds
  • Available on 14 platforms

Learn more about Active Porfolios

Discretionary Fund Management- Passive Funds

Passive

    • Portfolios built using passive funds
    • Total return objective
    • Low cost
    • Available on 14 platforms

    Learn more about Passive Portfolios

    Managed Portfolio Services- Income oriented portfolios

    Income

    • Income oriented portfolios
    • A focus on sustainable income
    • Blends active/passive funds
    • Available on 14 platforms

    Learn more about Income Portfolios

    Discretionary Fund Management- Real Return

    Real Return

    • Portfolios built to deliver returns above inflation
    • Designed to meet a range of investment goals
    • Unconstrained asset allocation
    • Available on Transact, Standard Life, 7IM, and Ascentric

    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

    Learn more about the Governed Portfolios

    ESG

    • Built on Morningstar's sustainability research
    • Focused on UN Sustainable Development Goals
    • Blend of passive and high conviction active funds
    • Available on 7IM, Aviva, Aegon, Hubwise, Novia Financial, Nucleus, Transact, Standard Life, and Ascentric

    Learn more about ESG Portfolios

    International

    International

    • Built for long-term growth
    • Only hold assets that are non-UK situs
    • Blend of Passive and high conviction active funds
    • Available on the Novia Global platform

    Learn More about the International Portfolios

    Adviser Resources

    Learn the seven key points which help keep valuation-driven investors focused on meeting long-term goals

    Understand the six common behavioural biases constantly confronting your clients and how to address them.

    Examine the difference in what the Adviser and the client each perceive as the true benefit of the Adviser/client relationship.

    Get in Touch and Stay Connected

    Dedicated Support

    Our discretionary fund management team provides the support advisers need to focus on clients. Your regional Morningstar representative is happy to assist.

    Upcoming Events

    We host adviser events and online webinars which provide an opportunity to interact with the team and learn more about our service.

    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.

    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.

    For more information about the Morningstar Investment Management Europe Limited Complaints Handling Process, please click here.

    For Morningstar Investment Management Europe Ltd Best Execution Disclosure 2020 click here