Morningstar launches UK managed portfolio database

Contains nearly 900 portfolios

Elliot Gulliver-Needham
clock • 2 min read
The database currently contains nearly 900 portfolios and over 50 providers
Image:

The database currently contains nearly 900 portfolios and over 50 providers

Morningstar has launched a managed portfolio database, which it said is the first independently collected, ‘whole of market’ comparable dataset of UK managed portfolios.

The Morningstar UK Managed Portfolio database currently contains nearly 900 portfolios and over 50 providers, with the firm aiming to cover the majority of portfolios and providers by the end of 2022. This new database allows users to view calculated performance and categorised portfolios, as well as ESG metrics and Morningstar's sustainability ratings and portfolio risk scores. The database is independent, with no charge for providers to submit data and it is free to view. Morningstar said that "given the growth of UK Managed Portfolio products and limited options for advisers to ach...

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
member?

Login

More on Managed funds

David Coombs, head of multi-asset at Rathbones Unit Trust Management

Rathbones' Coombs: Multi-asset funds 'called it right' but unable to combat hardship

Rathbone Multi-Asset Strategic Growth

clock 05 August 2022 • 3 min read
Alec Cutler, manager of the Orbis Global Balanced fund

Orbis' Cutler bets on producers and warns of 'greenflation'

Consumer names stunt dividend growth

clock 26 July 2022 • 2 min read
UK equities saw the largest outflows out of any category, at more than £2bn.

Refinitiv: Equity funds see almost £7bn outflows in June

Passive bonds attract fresh capital

clock 18 July 2022 • 3 min read
Trustpilot