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Managed portfolio services
for the modern adviser.

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Valuation-Driven Portfolios for Advisers

Using Morningstar® Managed Portfolios,TM you can deliver professional portfolio management 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 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

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

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.

Looking for more information?

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.