Valuation-Driven Portfolios for Advisers
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 noise. 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 investment professionals construct detailed investment strategies, harnessing the depth of Morningstar’s experience.
INVESTMENT SELECTION
A meticulous search
for value.
We believe that an investment’s performance is heavily influenced by its manager. We use our extensive data, global research and face-to-face interviews to find fund managers who are able to contribute to the goals of each portfolio.
Get the Latest Insights for Advisers
Recommending Discretionary
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Retirement Income
Learn which income strategies you should consider for retiring clients.
Behavioural Insights
Use our guide to help investors overcome behavioural obstacles.
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.
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Your regional Morningstar representative is happy to assist.
This website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Investment Management South Africa (Pty) Ltd 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 The information presented herein will be deemed to be superseded by any subsequent versions of this website.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 South Africa. Morningstar Investment Management South Africa (Pty) Ltd is an authorised financial services provider (FSP 45679) regulated by the Financial Sector Conduct Authority and is the entity providing the advisory/discretionary management services.