Morningstar Multi-Asset Funds

Unlocking research and leading global data 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 place.

To discuss platform availability and how to access the funds, please call on 0203 107 2930 or email funds@morningstar.com.

Important information

The content of this website is intended for financial advisers (Professional client) only, primarily those authorised and regulated by the UK Financial Conduct Authority. The information within this site is not intended for use by retail clients. Retail clients should not access the associated information and not rely upon any of the content.

By continuing, you are attesting that you have read, understood and agreed to this “Important Information” and are afforded appropriate authorisation, by the relevant regulatory body, to act as a financial adviser.

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.

wealth-multiassetfunds-benefits-assetallocation-260305.png

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.

wealth-multiassetfunds-benefits-investmentselection-260305.png

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.

wealth-multiassetfunds-benefits-qualityservice-260305.png

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.

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.

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 here. Please note that past performance is not a guide to the future.

Latest investment insights

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

Let’s collaborate

Connect with a Morningstar professional

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.

For information about the Morningstar Financial Stewardship Code, please click here
For information about the Morningstar Investment Management Europe Limited Complaints Handling Process, please click here.

Important Disclosures