Morningstar Portfolios

The Morningstar series of portfolios has five different portfolios with different risk profiles.

Morningstar Portfolios

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.

Morningstar Portfolios

Portfolio returns* 1 year 3 years 5 years
Morningstar
15% Growth / 85% Income Portfolio
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Morningstar
30% Growth / 70% Income Portfolio
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Morningstar
50% Growth / 50% Income Portfolio
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Morningstar
70% Growth / 30% Income Portfolio
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Morningstar
90% Growth / 10% Income Portfolio
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*All returns are in New Zealand dollars and are net of fund management fees, but before custodial, administration and adviser fees, and before tax. Returns are calculated by compounding monthly returns and may be subject to rounding error. Returns are annualised for time periods greater than one year. The model portfolio returns presented above are based on an annual rebalance. Client gross returns will differ from model portfolio performance due to numerous factors, including, but not limited to, differing rebalance timing and/or rounding. This information is intended to be of a general nature and does not take into account your financial situation or goals and is not personalised advice. Past performance is no guarantee of future performance. Please note these returns are not intended to meet the requirements of Schedule 21 of the Financial Markets Conduct Regulations (FMC Regulations). To view model portfolio returns after fees and before tax (as required by Schedule 21 of the FMC Regulations), please see the relevant Investment Proposal.