AFR Interview with Morningstar’s Global Chief Investment Officer

Morningstar’s Global Chief Investment Officer, Daniel Needham, was recently interviewed by the AFR. Read more here.

New contact info and cut-off times

The following operational changes coming into effect from Monday 6 November 2017.

What’s changing?

  1. New contact information for application and redemption instructions

    Attention: Morningstar Unit Registry
    C/- Link Market Services
    PO Box 3721
    Rhodes NSW 2138

  1. Extended cut-off time for application and redemption instructions.

    We are changing our cut-off time for application and redemption instructions to 2:00PM AEST. Our previous cut-off time was 11.15AM AEST.

Please click here for more information.

New disclosure documents available

We are pleased to inform you that we have issued new Product Disclosure Statements (PDSs) for the Morningstar Investment Funds.

Please click here for more information.

Unit prices and distributions

We’ve published an FAQ to provide you with information regarding how distributions work, how they affect unit prices and why there may be a delay in releasing 30 June (end of financial year) unit prices.

Click here for further information.

In search of risk-adjusted super returns

Andrew Lill, our Asia Pacific Chief Investment Officer, was recently quoted in the Australian Financial Review discussing the impact of Donald Trump’s election on financial markets and highlighting the risk of the permanent loss of capital by investing in overvalued assets. Click here to read the article.

Riding the tailwinds

Please click here to read the article on pages 22 to 26 of the FPA Financial Planning magazine (March 2017; Volume 29 Issue 2).  Bryce Anderson, Portfolio Manager at Morningstar, believes it is important to take a longer term view of investments, rather than basing forecasts on short 12-month timeframes.

Morningstar comments on investment implications of U.S. Presidential Election

Even though many commentators liken Trump’s presidential victory to Brexit, Morningstar do not hold this view. Read what Andrew Lill, Morningstar’s Chief Investment Officer, has to say about the investment implications of the U.S. Presidential Election.

Zenith Investment Partners assigns ‘recommended’ ratings to Morningstar Investment Management Australia multi-asset real return funds

Morningstar Investment Management’s suite of multi-asset real return funds have received ‘Recommended’ ratings from Zenith Investment Partners, a leading independently owned investment research provider.

Zenith are dedicated to the delivery of premium investment research solutions for financial advisers and their clients.

Click here to find out more in the Financial Standard, Professional Planner & Money Management publications.

Alternative investments to diversify your portfolio

Craig Stanford, Head of Alternative Investments offers his views on the hedge fund strategy landscape and discusses the benefits (and risks) of investing in the asset class. Click here to find out more.

Why bother with hedge funds?

Morningstar’s Head of Alternative Investments, Craig Stanford, puts forward his case on hedge funds and the role they play in a multi-asset portfolio. Click here to read his article.

Infocus Enters Robo-Advice Market with

Infocus’ leverages the capabilities of Morningstar to deliver a direct-to-consumer investment solution. Click here to read the story.

Ibbotson adopts Morningstar brand

Ibbotson Associates Australia to be renamed Morningstar Investment Management Australia from 1 July 2016. Click here to find out more.

The Australian Investment Contrarian

Ibbotson Associates Australia Chief Investment Officer Andrew Lill discusses contrarian investing and the importance of a valuation-driven dynamic asset allocation approach in Investment Magazine. Click here to read the story.