Managed Accounts

Information about how our Managed Accounts have performed. What drove performance, what changes did we make over the quarter and what’s the outlook for these investment solutions.

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MONTHLY PERFORMANCE REPORT

QUARTERLY COMMENTARY

Morningstar All Growth Managed Account

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Morningstar High Growth (90) Managed Account

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Morningstar Aggressive (80) Managed Account

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Morningstar Growth (70) Managed Account

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Morningstar Balanced Growth (60) Managed Account

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Morningstar Balanced (50) Managed Account

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Morningstar Moderate (30) Managed Account

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Morningstar Conservative (15) Managed Account

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Morningstar Diversified Income Managed Account

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Morningstar Australian Shares Income Managed Account

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Morningstar Medalist Core All Growth (98) Managed Account

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Morningstar Medalist Core High Growth (90) Managed Account

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Morningstar Medalist Core Growth (70) Managed Account

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Morningstar Medalist Core Balanced (50) Managed Account

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Morningstar Medalist Core Moderate (30) Managed Account

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Morningstar Medalist Core Conservative (15) Managed Account

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Managed Accounts

Information about how our Managed Accounts have performed. What drove performance, what changes did we make over the quarter and what’s the outlook for these investment solutions.

How to invest

Morningstar’s suite of multi-asset solutions

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