Morningstar Investment Management has unveiled a range of four multi-asset absolute return portfolios to expand its discretionary management service.
The new portfolios, which include Real Return 100, Real Return 300, Real Return 500 and Real Return Flexible, aim to target returns of inflation between 1% and 5% based on the risk appetite of investors.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The multi-asset portfolios will be managed by Morningstar’s OBSR Managed Portfolios team, which uses both passive and active instruments to construct the portfolios.
Real Return 100 has a maximum equity weight of 40%, while 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.
Morningstar Investment Management Europe senior portfolio manager Edward Fane said: "Our real return investment process is designed to exploit the behavioral bias of investors toward excessive pessimism that can push prices well below long-term fair value ranges and create opportunities for disciplined value investors to achieve superior risk adjusted returns."
Morningstar co-head of EMEA investment consulting and portfolio management Dan Kemp said: "We believe we will increasingly see investment strategies judged by their ability to meet a specific investment objective or their ability to beat inflation."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataKemp added that the firm has been managing real return portfolios in Australia since 2009.
