How Morningstar Managed Portfolios have performed

By Morningstar |  20-05-21 | 

We are pleased to announce that Morningstar Managed Portfolio has completed two years of operations in India on April 25, 2021.

Our Managed Portfolio is registered with Securities and Exchange Board of India (SEBI) as Portfolio Management Service (PMS). The underlying holdings are mutual funds. We offer investors a broad range of asset classes like domestic equities, fixed income, international equities and gold through mutual funds.

We use our extensive data, global research and face-to-face interviews to find fund managers who are able to contribute to the goals of each portfolio. We offer four model portfolios which are:

  • Active Balanced
  • Active Growth
  • Active Aggressive
  • Active Aggressive Plus

Learn more about the portfolio mix and our investment strategy here.

Using Morningstar Managed Portfolios, you can deliver professional portfolio management to investors that help them stay on track to meet their goals.

Over the last two years, Morningstar Managed Portfolios have delivered a meaningful positive performance with less drawdown risk. “Investors should always seek to maximise risk-adjusted returns. At times, our portfolios would lag market return, but our long term vision is consistent with our purpose. We are compelled to protect capital when markets become overvalued. Thus, we have done well to navigate the recent turbulence,” says Dhaval Kapadia, Director – Portfolio Specialist, Morningstar Investment Advisers India.

In this video, Dhaval takes us through the journey of Managed Portfolios so far and gives an update on the performance track record and our view on valuations.

Request for a demo here .

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