Morningstar launches global fund reports

Morningstar launches global fund reports

Australian research house Morningstar launched a range of new global fund reports for Australian and New Zealand managed funds.


Morningstar stated that the global fund reports are an essential part of the company’s commitment to providing insightful and independent analysis.

Morningstar director of manager research, Asia-Pacific Grant Kennaway said: "These enhanced reports should help Australian and New Zealand investors, financial advisers and institutions to evaluate and select funds that best meet specific needs, establish realistic performance expectations and manage portfolios more effectively."

“Morningstar Australasia publishes analyst research on more than 500 discrete Australian and New Zealand managed fund investment strategies, which map to approximately 4,200 individual funds,” Morningstar stated.

The seven-page report provides "detailed written analysis of a fund’s underlying investment portfolio; positive or neutral, or negative scores for the five key pillars – people, process, parent, price, and performance", said Morningstar.

The company also undertakes analyst research on stocks, exchange-traded funds, listed investment companies and credit securities.

Morningstar said the global fund reports will progressively replace the existing qualitative research reports.

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