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Introducing Morningstar Next

Jason Prowd  |  10 Oct 2017Text size  Decrease  Increase  |  
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Morningstar’s mission is to help you—and your family—reach your financial goals.

To this end, we've just launched Morningstar Next: smarter, hassle-free investing.

Morningstar Next builds on the leading research, data and tools you enjoy from Morningstar, offering three ready-made portfolios. You simply pick one that suits your goals and timeframe, decide how much to invest, and we do the rest.

 

Morningstar Next product image

 

We now offer the flexibility for you to choose how Morningstar helps you in the way that meets your goals and lifestyle.

Heritage you can trust

Since 1984 we've been helping investors with great research. And we've been managing money in Australia since 1991.

Indeed, over 1,000,000 investors trust Morningstar with over $260bn of their assets under advice and management worldwide.

Our local investment team manages Morningstar Next's portfolios, with each having delivered excellent returns since inception: averaging 5.10%, 7.09%, and 8.68% per year respectively.

Each portfolio is managed actively, adjusting the investment mix to where we see the best reward for risk, applying the same rigour that we apply to our stock and fund research.

 

Average returns per year since inception


performance chart

As at 31 August 2017, past performance does not necessarily indicate a financial product’s future performance. Inception date is 30 June 2012.

 

Diversified, transparent and fair

Each portfolio is thoroughly diversified, offering a careful blend of cash, direct shares, exchange-traded funds (ETFs) and managed funds from around the world. They represent a simple and effective way to add diversification to your overall portfolio.

Morningstar Next offers complete transparency. Structured as a Managed Account (or Separately Managed Account (SMA))--giving you transparent access to all your holdings and personal tax outcomes. All accessible online, any time through Your Investment Centre.

Our pricing is fair too. Fees are generally under $95 per month* for each $100,000 invested. Plus, we've made it straightforward for you to understand the total cost of investing with our simple fee calculator.

Simple, online sign-up

Getting started is easy. You can apply online, removing the hassle that often comes with buying managed investments.

Feedback welcome

Morningstar Next represents an expansion and improvement to how we serve you. And we're just getting started. Over the next few months, we'll enhance Morningstar Next, for example by adding the ability to invest via your self-managed super fund (SMSF).

We're excited to share Morningstar Next with you, and we welcome feedback.

If you have any questions about the service call 1800 316 544 or email support@morningstar.com.au--we'd love to hear from you.

 

Jason Prowd leads the Morningstar Next team.

^Past performance does not necessarily indicate a financial product’s future performance. Inception date is 30 June 2012. Performance is calculated as at 31 August 2017. Model performance displayed is calculated after ongoing fees (ad hoc or event specific fees, are excluded) and before tax. Investment performance assumes all income received is reinvested. An individual's performance will differ from the modelled performance depending on factors such as transaction timing, actual management fees, whether income is reinvested and any divergence from model portfolio weighting.

*Total cost is a guide only. This has been calculated including Management Fees (including Administration Fee, Investment Fee, Expense Recovery Fee of $45, Cash Holding Fee on assumption 10% of portfolio is held in Cash and Indirect Cost Ratio of 0.26%). The In Specie Transfer Fee and other transactional or operational fees or charges that may be charged are not included. Actual fees charged will differ depending on factors such as the portfolio chosen, the percentage of the portfolio held in cash, transaction timing or expenses incurred. For more information about fees and costs, please see the Product Disclosure Statement, which can be found at next.morningstar.com.au.
 
Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFS Licence No. 228986) (‘MIM’), Level 36, Australia Square, 264 George Street, Sydney NSW 2000. MIM is the Model Portfolio manager of Morningstar Next, a Separately Managed Account referred to in this email. Praemium Australia Limited (ABN 92 117 611 784, AFS Licence No 297956) (‘Praemium’) is the responsible entity and issuer of Morningstar Next. Any general advice has been prepared without reference to your investment objectives, financial situation or needs. You should consider the advice in light of these matters and if applicable, the Product Disclosure Statement (PDS) which can be found at next.morningstar.com.au, before making any decision to invest. Refer to our Financial Services Guide for more information.

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