Morningstar portfolios are comprised of more actively managed funds and constructed based on Morningstar’s asset allocation expertise and global research.
Morningstar is a global provider of investment research and investment data services. Morningstar has one of the largest independent research teams in the world, including a team of analysts based in Australia, who provide research on nearly 200 Australian and New Zealand shares and managed funds.
The Morningstar series of portfolios is constructed based on Morningstar’s extensive research and an investment approach favouring more actively managed funds. The Morningstar portfolios provide exposure to a broad range of asset classes focusing on fund managers that Morningstar believes have a clear competitive advantage and are cost effective.
There are five different portfolios available with different risk profiles. Your adviser will help you select which portfolio is best for you depending on your investment needs and preferences.
Consilium, as the holder of the DIMS licence, constructs all Synergy portfolios. Consilium constructs the Morningstar series of portfolios based on research and recommendations from the Morningstar Investment Committee.