Zenith Investment Partners Assigns ‘Recommended’ Ratings to Morningstar Investment Management Australia Multi-Asset Real Return Funds

Morningstar Investment Management Australia, part of the Morningstar Investment Management group, today announced that its multi-asset real return funds have received ‘Recommended’ ratings from Zenith Investment Partners, a leading independently-owned Australian investment research provider.

The Morningstar real return funds are objective-based multi-asset offerings that invest across a broad range of asset classes and investment strategies. The ratings apply to Morningstar Aggressive Real Return (APIR: INT0040AU), Morningstar High Growth Real Return (APIR: INT0042AU), Morningstar Growth Real Return (APIR: INT0038AU), Morningstar Balanced Real Return (APIR: INT0028AU), and Morningstar Conservative Real Return (APIR: INT0034AU).

Zenith’s research process seeks to identify investment managers the firm considers to be ‘best of breed’ through a comprehensive, multi-dimensional selection process. Zenith deems ‘Recommended’ products to be strong investments within their respective asset class, typically rating in the first quartile for most criteria.

“Zenith’s ratings provide a rigorous endorsement of the quality of our approach to multi-asset investing,” Andrew Lill, Morningstar Investment Management’s Chief Investment Officer, Asia-Pacific, said. “We remain focused on building world-class investment strategies that leverage our proprietary research to deliver great outcomes for Australian investors. We’re also committed to operating in accordance with our principles of taking a fundamental, valuation-driven approach, building portfolios holistically, investing for the long term, being independent-minded, striving to minimise costs, and putting the interests of investors first.”

Zenith identified the following highlights in its research about Morningstar Investment Management Australia’s real return funds:

• the strength of the investment team coupled with an intuitive investment process, which position the funds as attractive options in the real return segment;
• the embedding of risk management at multiple levels of the investment process;
• the ability to customise specific asset class exposures and themes in a cost-effective manner, in particular the ability to construct discrete exposures, which adds an additional return source to the process and allows portfolio managers to calibrate exposures to the broader requirements of the portfolio; and
• the competitive cost structure relative to peers.

Morningstar Investment Management Australia offers a comprehensive suite of investment trusts and managed accounts designed to meet investors’ needs across all risk profiles and life stages. The firm’s investment products provide diversified, professionally managed portfolios that invest in the most attractive available opportunities through the cycle to deliver the best possible returns in the most cost-effective way, growing investors’ wealth in real terms while preserving capital through every stage of the market cycle.

The full research reports are available from Zenith Investment Partners and in the ‘Your Toolkit’ section for financial advisers of Morningstar Investment Management Australia’s website (log-in required).

Morningstar Investment Management Australia is part of the Morningstar Investment Management group. The Investment Management group, through 11 investment advisory subsidiaries, creates custom investment solutions that combine award-winning research and global resources with proprietary Morningstar data. With approximately US$200.0 billion in assets under advisement and management at 30 September 2016, the Morningstar Investment Management group provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, retirement savings funds, and financial advisers around the world. Morningstar Investment Management Australia is regulated by the Australian Securities & Investments Commission.

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned October 2016) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at 

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