Morningstar® Multi-Asset Funds

Unlock leading global data and research to build high-quality investments for your clients.

Morningstar Multi-Asset Funds provide your clients a diversified, high-quality, and cost-effective solution.

Our asset allocation, investment selection, and investor-first services, now all in one.

Morningstar Multi-Asset Funds provide your clients a diversified, high-quality, and cost-effective solution.

Our asset allocation, investment selection, and investor-first services, now all in one.

The 12-Step Process to Building a Great Multi-Asset Fund

How do we build investment solutions? All multi-asset funds and portfolios overseen by Morningstar Investment Management are underpinned by a consistent framework, providing dependability of approach.

Unlock the power of Morningstar, Inc.’s Data and Research within Morningstar Funds.

Within Morningstar Investment Management, we leverage our parent company, Morningstar, Inc.’s, global database, one of the largest and highest quality in the world, and analysts’ ratings and research reports. Our access to leading data and research informs the fund selection process we use in our Multi-Asset Fund Range.

Morningstar Investment Management’s Capabilities

You cannot add more hours to the day, but you can give yourself more time by integrating Morningstar Investment Management into your practice.

Award-Winning Leader in Asset Allocation

Morningstar’s Investment Management group has a rich history of groundbreaking investment research, having won 11 awards from the CFA Institute Financial Analysts Journal.

Comprehensive Investment Selection

Our collaboration with Morningstar’s independent research teams provides your client with Morningstar’s heritage of manager and fund ratings and selection.

Award-Winning Quality Service

As a discretionary fund management team, full service is our nature, we are excited to offer our full service for our Multi-Asset Fund Range as well.

Key Benefits of the Morningstar Multi-Asset Funds

The Morningstar Multi-Asset Funds are built to help your clients reach their financial goals.

Fundamental Diversification

Helps enable our funds to better weather uncertain markets.

Investing for Growth

The funds are for investors seeking capital growth and who can accept risk.

Cost Efficiency

We are committed to keeping fees low to help ensure the investor takes home their share of the profits.

Greater Access to Broad and Efficient Markets

We provide access to markets and expert fund managers that are unavailable to most individual investors, all within a low-cost fund.

A Blended Approach

We blend the best of lower-cost passive funds and active funds to take advantage of market opportunities.

Align to Client Risk Profiles

Each fund is aligned to a Morningstar risk profile. This helps you recommend portfolios that are suitable for each client’s appetite for risk.


Morningstar Multi-Asset Fund Range

Available on multiple platforms with a low account minimum, these funds are a great way to provide key service to your client’s investments. Learn more about the Multi-Asset Fund Range.

CG Morningstar Multi Asset
40 Fund

The Fund’s investment objective aims to provide capital growth over a rolling five-year period. Over the long-term, the equity exposure will typically be around the middle of the stated range of 30%–50%.


CG Morningstar Multi Asset
60 Fund

The Fund’s investment objective aims to provide capital growth over a rolling five-year period. Over the long-term, the equity exposure will typically be around the middle of the stated range of 50%–70%.


CG Morningstar Multi Asset
80 Fund

The Fund’s investment objective aims to provide capital growth over a rolling seven-year period. Over the long-term, the equity exposure will typically be around the middle of the stated range of 70%–90%.


Morningstar® Multi-Asset Funds

Our funds are built to empower investor success in each stage of their lifetime–
whether they’re just starting out or in retirement.

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

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 content on 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 made available on this website.

The Morningstar Investment Management group comprises Morningstar Inc.’s registered entities worldwide, including the UK Morningstar Investment Management Europe Limited which 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. Registered in England under company number: 05732689. Registered office: 1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ. 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.

The services detailed via the Menu dropdown are not offered by Morningstar Investment Management Europe Limited. The services detailed in the Menu dropdown are offered by other entities within the Morningstar group that are not authorised and regulated by the UK Financial Conduct Authority.

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