The Morningstar Global USD Funds
The Morningstar Global USD Funds provide your clients with a diversified, high-quality, and cost-effective solution.
These are all-in-one diversified funds, and an all-in-one solution for advisers and their clients.
Our Global USD Funds are more than just a gateway to markets—they are designed with depth, flexibility, and a strategic blend of active and passive management.
At Morningstar Investment Management, we leverage the global database of our parent company, Morningstar, Inc., one of the largest and highest quality in the world, along with analysts’ ratings and research reports. Our access to leading data and research informs the fund selection process used in our Global USD Fund Range.
Morningstar Investment Management’s Capabilities
Adding more hours to the day is impossible, but by integrating Morningstar Investment Management into your practice, you can create more time for what matters.
Leader in Asset Allocation
Morningstar’s Investment Management Group has a rich history of groundbreaking investment research, having won 11 awards from the CFA Institute's Financial Analysts Journal.
Comprehensive Investment Selection
Our collaboration with Morningstar’s independent research teams provides clients with Morningstar’s heritage of manager and fund ratings and selection.
An Investor-First Mindset
Morningstar’s mission is to empower investor success, keeping the end investor’s needs front and centre when constructing and managing our funds.
Key Benefits of the Morningstar Global USD Funds
The Morningstar Global USD Fund Range are built to help your clients reach their financial goals.
Fundamental Diversification
Helps enable our funds to better weather uncertain markets.
Investing for Growth
The funds are for investors seeking capital growth and who can accept risk.
Cost Efficiency
We are committed to keeping fees low to help ensure the investor takes home their share of the profits.
Greater Access to Broad and Efficient Markets
We provide access to markets and expert fund managers that are unavailable to most individual investors, all within a low-cost fund.
A Blended Approach
We blend the best of lower-cost passive funds and active funds to take advantage of market opportunities.
Align to Client Risk Profiles
Each fund is aligned to a Morningstar risk profile. This helps you recommend portfolios that are suitable for each client’s appetite for risk.
The Morningstar Global USD Fund Range
Available on multiple platforms, these funds are a great way to provide key service to your client’s investments. Learn more about the Global USD Fund Range.
Morningstar Global Cautious
The investment objective of the Fund is to provide a balance between capital growth and capital preservation over the medium to long-term.
Morningstar Global Balanced
The investment objective of the Fund is to provide moderate capital growth over the medium to long-term.
Morningstar Global Growth
The investment objective of the Fund is to deliver capital growth over the long-term.
The Morningstar Global USD Funds
Our funds are built to empower investor success. They are well-diversified, all-in-one global solutions created to help your clients achieve their financial goals.
Disclaimer
Morningstar Investment Management group which comprises Morningstar Inc.’s registered entities worldwide, including South Africa. Morningstar Investment Management South Africa (Pty) Ltd is an authorised financial services provider (FSP 45679) regulated by the Financial Sector Conduct Authority and the entity provides advisory/discretionary management services to its clients.
Morningstar Investment Management South Africa (Pty) Ltd has taken care to ensure that the content on this website is true and accurate, and accordingly can’t be held responsible or any inaccuracies in the information herein. The information presented herein will be deemed to be superseded by any subsequent versions made available on this website.
The content on this website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Investment Management South Africa (Pty) Ltd cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. We recommend seeking financial advice before making any investment decision.
Collective investment schemes are generally medium to long-term investments. Past performance is not a guide to future returns. The value of investments may go down as well as up. Collective investment schemes are traded at ruling prices and can engage in borrowing and scrip lending.
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