Morningstar unveils real return discretionary portfolios

Alice Rigby

Morningstar has launched a range of four real return portfolios as it further expands its discretionary management service.

The multi-asset portfolios have return targets ranging from CPI +1% to CPI +5%, with varying equity exposure limits. They are modelled on portfolios already offered by Morningstar in Australia. They will be actively managed by Morningstar's OBSR Managed Portfolios team. The team uses both passive and active instruments to construct its portfolios. Real Return 100 has a max equity weight of 40%, Real Return 300 has a minimum of 20% and a maximum of 70%, Real Return 500 has a minimum 60% while Real Return Flexible has an open remit. Edward Fane, senior portfolio manager for Morningst...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Industry

Adam Jones is managing director of Ada Fintech and CTO at Redington

Can better data help rebuild trust between investors and fund pickers?

Products are intangible

Adam Jones
clock 01 July 2022 • 4 min read
Ollie Chambers, associate at Arrowpoint Advisory

The rise in carve-out transactions: How can a business prepare for a successful divestment?

Minimising disruption

Ollie Chambers
clock 01 July 2022 • 4 min read

Event Voice: Your Questions Answered by Barings at the Fixed Income Event

clock 23 June 2022 • 2 min read