Investment Solutions

The diversified solutions are your gateway to all of Morningstar’s intellectual property, including asset allocation and capital markets research, multi-asset portfolio construction, security selection and manager research.

Our disciplined investment process combined with expert implementation ensures you are always invested in today’s best investment opportunities.

You can choose to access these investments either as Managed Funds (Diversified Trusts) or Managed Accounts. 

You can use these sector specialist building blocks to create tailored portfolios in line with your risk profile and life stage. They can also be used as an effective way to diversify your existing investment portfolio.

You can choose to access these investments either as Managed Funds (Morningstar Sector Specialist Trusts) or Managed Accounts. 

A managed fund is a professionally managed investment portfolio, which can be made up of shares and other listed securities, fixed interest securities, cash and other investments such as Alternatives. A managed fund provides access to a portfolio of investments across countries and asset classes, depending on the type of managed fund you choose. Managed funds also provide individual investors with access to investments that may normally be hard to access, such as international shares, infrastructure and fixed income.

A managed account is a professionally managed investment portfolio, which can be made up of shares and other listed securities such as Exchange Traded Funds, as well as cash. Unlike a managed fund, with a managed account, you are the beneficial owner of the underlying securities. So it’s like owning direct shares, without all the administration. Other benefits centre around transparency, tax advantages and control of your investments.