Morningstar Inc. is a leading provider of independent investment research. The Morningstar name is recognised and trusted by investors, advisers and financial institutions that desire an independent perspective on investing.
Morningstar provides data on more than 510,000 investment offerings and investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement and management as of December 31, 2015. Morningstar has operations in 27 countries.
Morningstar has constructed 5 portfolios combining the the core UCITs funds, the Global Allocation Growth Fund and the Global Allocation Defensive Fund. Both funds utilise Morningstar’s comprehensive five-step investment process which brings together their strength in proprietary research, patented methodologies, investment techniques, and manager selection. They are built for the long term, managed with a keen eye on risk, and created to put client needs front and centre, where they belong.