Target Market Determination

The new Design Distribution and Obligations (DDO) come into effect on 5 October 2021, and require product issuers to develop Target Market Determinations (TMDs) for the products they issue to retail investors.

TITLE

FILE TYPE

Morningstar Balanced Real Return Fund – Class A

pdf

Morningstar Balanced Real Return Fund – Class B

pdf

Morningstar Moderate Real Return Fund – Class A

pdf

Morningstar Moderate Real Return Fund – Class B

pdf

Morningstar Growth Real Return Fund – Class A

pdf

Morningstar Growth Real Return Fund – Class B

pdf

Morningstar High Growth Real Return Fund – Class A

pdf

Morningstar High Growth Real Return Fund – Class B

pdf

Morningstar Multi Asset Real Return Fund – Class A

pdf

Morningstar Multi Asset Real Return Fund – Class B

pdf

Morningstar Multi-Asset All Growth Fund – Class B

pdf

Morningstar Multi-Asset All Growth Fund – Class Z

pdf

Morningstar Multi-Asset Defensive Fund – Class Z

pdf

Morningstar International Shares Active ETF
(Managed Fund)

pdf

Morningstar Australian Shares Fund – Class A

pdf

Morningstar Cash Fund – Class A

pdf

Morningstar Global Property Securities (Hedged) Fund – Class A

pdf

Morningstar International Bonds (Hedged) Fund – Class A

pdf

Morningstar International Bonds (Hedged) Fund – Class Z

pdf

Morningstar International Shares (Hedged) Fund – Class A

pdf

Design & Distribution Obligations (DDO)

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Distributor Reporting

Report complaints, significant or other dealings outside the target market to Morningstar.

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Target Market Determination

Design & Distribution Obligations (DDO)

Distributor Reporting

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