Platform Availability

Access Morningstar’s investment solutions on a platform.

We offer multiple ways to invest in our retail products, enabling you to access a wide range of professionally managed investments in a way that works best for you.

Our retail managed funds and managed accounts are available on a number of platforms.

If our retail products are not available on your preferred platform, please contact your National Business Development Manager.

Please check with the platform operator for minimum investment requirements and fees.

MyNorth

Multi-Asset Managed Accounts

Morningstar All Growth (95) Managed Account

Morningstar High Growth (90) Managed Account

Morningstar Aggressive (80) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Moderate (30) Managed Account

Managers-Only Managed Accounts

Morningstar Medalist Core suites

BT Panorama

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Morningstar Balanced Real Return Fund

Morningstar Moderate Real Return Fund

Morningstar Multi Asset All Growth Fund

Multi-Asset Managed Accounts

Morningstar High Growth (90) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Diversified Income Managed Account

Morningstar Moderate (30) Managed Account

Morningstar Conservative (15) Managed Account

Managers-Only Managed Accounts

Morningstar Medalist Core suites

BT Wrap

Multi-Asset Managed Funds

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Morningstar Balanced Real Return Fund

Morningstar Moderate Real Return Fund

Edge

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Sector Managed Funds

Morningstar International Shares (Unhedged) Fund

Multi-Asset Managed Accounts

Morningstar High Growth (90) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Diversified Income Managed Account

Morningstar Moderate (30) Managed Account

Morningstar Conservative (15) Managed Account

Managers-Only Managed Accounts

Morningstar Medalist Core suites

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Morningstar Balanced Real Return Fund

Morningstar Moderate Real Return Fund

Morningstar Multi Asset All Growth Fund

Sector Managed Funds

Morningstar International Shares (Unhedged) Fund

Morningstar International Shares (Hedged) Fund

Morningstar Australian Shares Fund

Multi-Asset Managed Accounts

Morningstar All Growth Managed Account

Morningstar High Growth (90) Managed Account

Morningstar Aggressive (80) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced Growth (60) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Diversified Income Managed Account

Morningstar Moderate (30) Managed Account

Morningstar Conservative (15) Managed Account

Sector Managed Account

Morningstar Australian Shares Income Managed Account

Managers-Only Managed Accounts

Morningstar Medalist Core suites

Pursuit Select

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Morningstar Balanced Real Return Fund

Morningstar Moderate Real Return Fund

Sector Managed Fund

Morningstar Australian Shares Fund

Voyage

Sector Managed Account

Morningstar Australian Shares Income Managed Account

Wealthtrac

Sector Managed Account

Morningstar Australian Shares Income Managed Account

Consolidator II – Elevate/Consolidator/Manager II/Manager

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Morningstar Balanced Real Return Fund

Morningstar Moderate Real Return Fund

Multi-Asset Managed Accounts

Morningstar All Growth Managed Account

Morningstar High Growth (90) Managed Account

Morningstar Aggressive (80) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced Growth (60) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Diversified Income Managed Account

Morningstar Moderate (30) Managed Account

Morningstar Conservative (15) Managed Account

Sector Managed Account

Morningstar Australian Shares Income Managed Account

Managers-Only Managed Accounts

Morningstar Medalist Core suites

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar Growth Real Return Fund

Accelerator/Wrap

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Morningstar Balanced Real Return Fund

Morningstar Moderate Real Return Fund

Sector Managed Funds

Morningstar International Shares (Unhedged) Fund

Morningstar International Shares (Hedged) Fund

Morningstar Australian Shares Fund

Multi-Asset Managed Accounts

Morningstar All Growth Managed Account

Morningstar High Growth (90) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Diversified Income Managed Account

Morningstar Moderate (30) Managed Account

Managers-Only Managed Accounts

Morningstar Medalist Core suites

Multi-Manager Managed Accounts

Morningstar Medalist Core All Growth Managed Account

Morningstar Medalist Core High Growth Managed Account

Morningstar Medalist Core Growth Managed Account

Morningstar Medalist Core Balanced Managed Account

Morningstar Medalist Core Moderate Managed Account

Morningstar Medalist Core Conservative Managed Account

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Morningstar Balanced Real Return Fund

Morningstar Moderate Real Return Fund

Sector Managed Funds

Morningstar International Shares (Unhedged) Fund

Morningstar International Shares (Hedged) Fund

Morningstar Australian Shares Fund

Multi-Asset Managed Accounts

Morningstar All Growth Managed Account

Morningstar High Growth (90) Managed Account

Morningstar Aggressive (80) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced Growth (60) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Diversified Income Managed Account

Morningstar Moderate (30) Managed Account

Morningstar Conservative (15) Managed Account

Sector Managed Account

Morningstar Australian Shares Income Managed Account

Managers-Only Managed Accounts

Morningstar Medalist Core suites

Multi-Asset Managed Accounts

Morningstar High Growth (90) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced (50) Managed Account

Investment solutions to meet your needs

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