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Accounts Sign In Contact Us Portfolios Insights Morningstar CFS FirstChoice Managed Accounts Managed Account investment solutions for your clients, powered by Morningstar’s market leading independent investment research and unique global insights. The portfolios are available at no extra cost to investors or advisers over the underlying investment options in FirstChoice. Sitting alongside our Active portfolios, our Core portfolio range is unique in providing access to a selected blend of both active and passive investment options, delivering a low-cost higher value choice to investors and advisers. Get access to portfolio updates and exclusive webinars Core Active Core Portfolios Investment Philosophy SOA Text - Morningstar Core Portfolios Fund Profile - Core Super Fund Profile - Core Pension Morningstar CFS FC Managed Portfolio Constituents Morningstar CFS FC Managed Portfolio Changes Trade Update - Adviser to Client Comms Monthly Performance Table Morningstar CFS FC Monthly Performance Reports Morningstar CFS FC Quarterly Performance Reports Morningstar CFS FC Defensive Core Morningstar CFS FC Conservative Core Morningstar CFS FC Moderate Core Morningstar CFS FC Balanced Core Morningstar CFS FC Growth Core Morningstar CFS FC High Growth Core Active Portfolios Investment Philosophy SOA Text - Morningstar Active Portfolios Fund Profile - Active Super Fund Profile - Active Pension Morningstar CFS FC Managed Portfolio Constituents Morningstar CFS FC Managed Portfolio Changes Trade Update - Adviser to Client Comms Monthly Performance Table Morningstar CFS FC Monthly Performance Reports Morningstar CFS FC Quarterly Performance Reports Morningstar CFS FC Defensive Morningstar CFS FC Conservative Morningstar CFS FC Moderate Morningstar CFS FC Balanced Morningstar CFS FC Growth Morningstar CFS FC High GrowthDisclaimer © Copyright of this website is owned by Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFS Licence No. 228986) (‘Morningstar’) and any related bodies corporate that are involved in the document’s creation. As such the website, or any part of it, should not be copied, reproduced, scanned or embodied in any other material or distributed to another party without the prior written consent of Morningstar. The information provided is for general use only. In compiling this website, Morningstar has relied on information and data supplied by third parties including information providers. Whilst all reasonable care has been taken to ensure the accuracy of information provided, neither Morningstar nor its third parties accept responsibility for any inaccuracy or for investment decisions or any other actions taken by any person on the basis or context of the information included. Past performance is not a reliable indicator of future performance . Morningstar does not guarantee the performance of any investment or the return of capital. Morningstar warns that (a) Morningstar has not considered any individual person’s objectives, financial situation or particular needs, and (b) individuals should seek advice and consider whether the advice is appropriate in light of their goals, objectives and current situation. Refer to our Financial Services Guide (FSG) for more information at https://morningstarinvestments.com.au/fsg . Before making any decision about whether to invest in a financial product, individuals should obtain and consider the disclosure document. © Copyright 2024 Morningstar, Inc. All rights reserved. Terms & Conditions Privacy Policy Financial Services Guide Complaints Guide Terms & Conditions Privacy Policy Financial Services Guide Complaints GuideFirst Name * Last Name * Company * Email Address * State or Province *Please SelectAustralian Capital Territory New South Wales Northern Territory Queensland South Australia Tasmania Victoria Western Australia Outside of Australia Function / Role Type *Please SelectBusiness Development/National Accounts Compliance Due Diligence Investment Advisory Investment Committee Marketing Performance & Risk Team Portfolio Management Procurement Product Management Registered Investment Advisor/Financial Planner Country * Australia New Zealand h0n3yP0t Sign in Advisers AdviserLogic Adviser...