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 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

Managers-Only Managed Accounts

Morningstar Medalist Core suites

Edge

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Sector Managed Funds

Morningstar International Shares (Unhedged) 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

Managers-Only Managed Accounts

Morningstar Medalist Core suite

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

Morningstar International Bonds (Hedged) 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 suite

Expand

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 Australian Shares Fund

Multi-Asset Managed Funds

Morningstar All Growth Managed Account

Morningstar High Growth (90) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced (50) Managed Account

Morningstar Moderate (30) Managed Account

Grow Wrap & Voyage

Sector Managed Account

Morningstar Australian Shares Income Managed Account

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

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 suite

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar High Growth Real Return Fund

Morningstar Growth Real Return Fund

Accelerator

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

Morningstar International Bonds (Hedged) 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 suite

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 suite

Multi-Asset Managed Accounts

Morningstar High Growth (90) Managed Account

Morningstar Growth (70) Managed Account

Morningstar Balanced (50) Managed Account

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