Managed Funds – Financial Statements

TITLE
FILE TYPE
Morningstar Investment Funds Series 1 – Annual Report
  • Morningstar International Shares SC Fund
  • Morningstar Australian Bonds Fund
  • Morningstar Global Listed Infrastructure (Hedged) Fund
  • Morningstar Cash Fund
  • Morningstar Global Property Securities (Hedged) Fund
Morningstar Investment Funds Series 2 – Annual Report
  • Morningstar Global Shares Fund
  • Ibbotson International Shares Active (Unhedged) Trust
  • Ibbotson Supplementary Opportunities Trust
  • Morningstar Australian Shares Fund
  • Morningstar Australian Shares High Alpha Fund
  • Morningstar International Shares (Hedged) Fund
  • Morningstar International Shares (Unhedged) Fund
  • Morningstar International Shares High Opportunities (Unhedged) Fund
Morningstar Investment Funds Series 3 – Annual Report
  • Morningstar Balanced Real Return Fund
  • Morningstar Moderate Real Return Fund
  • Morningstar Growth Real Return Fund
  • Morningstar High Growth Real Return Fund
  • Morningstar Multi-Asset Real Return Fund
Morningstar Investment Funds Series 4 – Annual Report
  • Morningstar Multi-Asset All Growth Fund
  • Morningstar Multi-Asset Defensive Fund
  • Morningstar Global Opportunities Fund
Morningstar Investment Funds Series 5 – Annual Report
  • Morningstar Alpha Strategies Fund
  • Morningstar Diversified Alternatives Fund
  • Morningstar Global Inflation Linked Securities (Hedged) Fund
  • Morningstar International Bonds (Hedged) Fund
  • Morningstar International Shares High Opportunities (Hedged) Fund
Morningstar Investment Funds Series 7 – Annual Report
  • Ibbotson WS Dynamic Growth Trust (Active)
  • Morningstar Balanced Fund
  • Morningstar Conservative Fund
  • Morningstar Growth Fund
  • Morningstar High Growth Fund
  • Morningstar Moderate Fund
  • Ibbotson WS Dynamic Income Trust (Active)

Continuous Disclosure

Keeping you up to date with important information relating to our funds.

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