Managed portfolio services

 for the modern adviser.

 

 

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.

 
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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.

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.

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

 
The cover of whitepaper about discretionary fund management
 

Recommending Discretionary

 

How you and your clients may benefit from using managed portfolio services.

 
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Managed Portfolio Service- Retirement Income Whitepaper
 

Retirement Income

 

Learn which income strategies you should consider for retiring clients.

 
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Discretionary Fund Management- Behavioural Insights Whitepaper Cover
 

Behavioural Insights

 

Use our guide to help investors overcome behavioural obstacles.

 
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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.

 

 

 

 
Managed Portfolio Service- Active Portfolios
 

Active

 
  •  Multi-asset portfolios
  •  Total return objective
  •  Blends active/passive funds
  •  Available on 14 platforms
 
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Discretionary Fund Management- Passive Funds
 

Passive

 
  •  Portfolios built using passive funds
  •  Total return objective
  •  Low cost
  •  Available on 14 platforms
 
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Managed Portfolio Services- Income oriented portfolios
 

Income

 
  •  Income oriented portfolios
  •  A focus on sustainable income
  •  Blends active/passive funds
  •  Available on 14 platforms
 
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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 the Standard Life and Transact platforms
  •  
  • Learn more about the Real Return Portfolios
 
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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
 
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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.

Contact Us
 

 

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.