Morningstar® Multi Asset Funds
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 place.
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
It's impossible to 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 20 Fund
The Fund’s investment objective aims to provide capital growth over a rolling three-year period. Over the long-term, the equity exposure will typically be around the middle of the stated range of 10%–30%. Learn more about the CG Morningstar Multi Asset 20 Fund.
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%. Learn more about the CG Morningstar Multi Asset 40 Fund.
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%. Learn more about the CG Morningstar Multi Asset 60 Fund.
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%. Learn more about the CG Morningstar Multi Asset 80 Fund.
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.
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