Morningstar offers investment management services through its investment advisory subsidiaries, including Morningstar Investment Management Europe Limited (“MIME”) and have more than $201 billion in assets under advisement and management as of March 31, 2018. MIME draw on their core capabilities in asset allocation, manager research and portfolio construction to create customised investment solutions to help meet the needs of investors. The Morningstar name is recognised and trusted by investors, advisers and financial institutions that desire an independent perspective on investing.
MIME has constructed 5 strategies combining two core UCITs funds, the Global Allocation Growth Fund and the Global Allocation Defensive Fund. Both funds utilise Morningstar’s comprehensive five-step investment process which brings together their strength in proprietary research, patented methodologies, investment techniques, and manager selection. They are built for the long term, managed with a keen eye on risk, and created to put client needs front and centre, where they belong.