Medalist Core Portfolios

Launching our latest suite of portfolios: Morningstar Medalist Core

Morningstar Medalist Core managed accounts deliver our best ideas, harnessing Morningstar’s unique set of capabilities across independent fund research, asset allocation, and portfolio construction. Our global scale and decades of managed portfolio heritage enable us to deliver reduced fees from underlying fund managers, resulting in both reduced administration and a competitive offering that demonstrates our commitment to putting investor interests first.

Available across a suite of six risk profiles, these portfolios use active, multi-asset strategies where reasonable outperformance is persistently available and passive strategies where it is not, ensuring your clients have a robust, research-led investment solution designed to empower their financial success.

What could make the Medalist Core Portfolios right for you and your clients?

Morningstar’s trusted independent fund manager research thinking employed in an implemented portfolio
Active management for asset classes where outperformance is likely, and passive where it isn’t
A range of easy to understand, implemented portfolios across a broad set of risk profiles aligned to Morningstar’s Strategic Asset Allocation
Where your clients are seeking a portfolio made up of highly rated managed funds & ETFs
Where you’re looking to access an efficient portfolio that reduces the administrative burden
Competitive fees

To learn more about the Medalist Core Portfolios, request a call back or speak to your local Advice Solutions Manager by calling us on 1800 951 999.

Resources

Medalist Core portfolios: Meet the Manager

Medalist Core portfolios: How do we use active-passive optimisation?

Medalist Core portfolios: Using the Medalist Ratings process

Medalist Core portfolios: How do the Medalist Core portfolios make an advisers’ day-to-day workflow more efficient?

How are the Medalist Core portfolios managed for the long-term?

How can the Medalist Core portfolios help investors avoid behavioural biases?

Morningstar Launches Medalist Core Portfolios Press Release

Disclaimer

The information on this website is provided for general use only. Past performance is not a reliable indicator of future performance. Morningstar does not guarantee the performance of any investment or the return of capital. Morningstar warns that (a) Morningstar has not considered any individual person’s objectives, financial situation or particular needs, and (b) individuals should seek advice and consider whether the advice is appropriate in light of their goals, objectives and current situation. Before making any decision about whether to invest in a financial product, individuals should obtain and consider the relevant disclosure document.