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.
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.
Get the Latest Insights for Advisers
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.
Looking for more information?
Your regional Morningstar representative is happy to assist.
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.