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.

Summit

Multi-Asset Managed Funds

Morningstar Multi Asset Real Return Fund

Morningstar Growth Real Return Fund

Asgard Infinity eWRAP

Multi-Asset Managed Funds

Morningstar Growth Real Return Fund

Morningstar Moderate Real Return Fund

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

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

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

FirstWrap Plus

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

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

Multi-Asset Sustainable Managed Accounts

Morningstar Sustainable All Growth Managed Account

Morningstar Sustainable High Growth Managed Account

Morningstar Sustainable Growth Managed Account

Morningstar Sustainable Balanced Managed Account

Sector Managed Account

Morningstar Australian Shares Income Managed Account

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

Multi-Asset Sustainable Managed Accounts

Morningstar Sustainable All Growth Managed Account

Morningstar Sustainable High Growth Managed Account

Morningstar Sustainable Growth Managed Account

Morningstar Sustainable Balanced Managed Account

Sector Managed Account

Morningstar Australian Shares Income Managed Account

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

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

Multi-Asset Sustainable Managed Accounts

Morningstar Sustainable All Growth Managed Account

Morningstar Sustainable High Growth Managed Account

Morningstar Sustainable Growth Managed Account

Morningstar Sustainable Balanced Managed Account

Sector Managed Account

Morningstar Australian Shares Income Managed Account

How we look after your savings

  • A key focus on risk management, not just the potential for returns
  • Increasing your buying power
  • Today’s best investment opportunities

Investment solutions to meet your needs

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