Morningstar Investment Management South Africa, a provider of investment advisory and portfolio services, has unveiled a new discretionary managed portfolios service for investors in South Africa.
Dubbed as Morningstar Managed Portfolios, the service will be offered through platforms accessed by financial advisors.
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The portfolio construction service will offer advisers in South Africa an investing solution to help clients meet their investment objectives.
Available in both a local South Africa fund range and a global range, the Morningstar Managed Portfolios will be managed by Victoria Reuvers, director and senior investment consultant for Morningstar Investment Management group in South Africa.
The Morningstar Managed Portfolios South Africa range comprises five risk-aligned multi-asset portfolios including, cash plus, cautious, balanced, adventurous and all seasons, while the global range includes three risk-aligned multi-asset portfolios in US dollars namely global cautious , global balanced, global growth.
Reuvers said: "Our managed portfolios are designed to provide advisers with a core diversified portfolio that uses active management where it may add the most value.
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By GlobalData"They are a natural extension of the offerings our investment management group has provided in overseas markets for a number of years and will support advisers as they ready their business for the Retail Distribution Review.
"We are pleased to be able to bring these new investment solutions to South Africa and we look forward to working with advisers to help deliver enhanced propositions to investors."
