Morningstar Investment Management

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Morningstar Investment Funds – Class B

Morningstar Investment Funds – Class B

Step 1: Consider seeking financial advice to determine which investment solution is right for you.
Step 2: Read the relevant disclosure document and accompanying Additional Information Document.
Step 3: Download and complete the Application Form.
Step 4: Submit your completed application with your certified ID and transfer your initial investment amount.

TITLE

FILE TYPE

Morningstar Investment Funds – Application Form

Morningstar Investment Funds – Additional Investment Application Form

Morningstar Investment Funds – Switch Form

Morningstar Investment Funds – Change of Details Form

Morningstar Investment Funds – FATCA and CRS Form

Morningstar Investment Funds – Redemption Form

Morningstar Investment Funds – Additional Information Document

Morningstar High Growth Real Return Fund – Class B

Morningstar Growth Real Return Fund – Class B

Morningstar Balanced Real Return Fund – Class B

Morningstar Moderate Real Return Fund – Class B

Morningstar Multi-Asset Real Return Fund – Class B

Morningstar Multi-Asset All Growth Fund – Class B

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