Available through financial advisers, Morningstar managed portfolios are designed to offer advisers in India solutions to help clients meet their goals.
There are four long-term focused and risk-aligned mutual funds in the active range which are created by combining asset allocation research and independent fund selection.
The range includes:
- Morningstar Active Balanced Portfolio;
- Morningstar Active Growth Portfolio;
- Morningstar Active Aggressive Portfolio; and
- Morningstar Active Aggressive Plus Portfolio.
They are led and managed by Dhaval Kapadia, director and portfolio specialist for Morningstar Investment Adviser India, along with a team of research and investment analysts.
Kapadia said: “With a variety of risk-tolerance profiles, our managed portfolios reflect our valuation-driven asset allocation and investment selection expertise.
“We leverage Morningstar’s depth of resources, proprietary research, and investment expertise to build investment strategies designed to deliver great investment outcomes for investors.”