At the heart of the matter

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In order to get the best assessment of the funds available to investors, Morningstar adheres to a cold-hearted qualitative process

Qualitative fund analysis has been at the heart of Morningstar for over 20 years. Our purpose is clear: to help investors and advisers make better decisions. For this reason, and because we believe doing so creates an untenable conflict of interest, we do not accept payment from fund companies for undertaking qualitative research. We cover the funds we believe our audience is interested in, and tell users of their service in plain English if they are good or bad and how they might be used in a portfolio. Our projected coverage list in the UK currently stands at 600 funds and we are aggressi...

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