Morningstar OBSR Ratings & Research Service
Morningstar OBSR Analyst Research, Data and Tools
Welcome to Morningstar.co.uk. Access all your fund research, data and tools in one convenient location, including investment trusts and ETFs. Your improved service features portfolio monitoring tools and an exclusive newsletter containing the Global Investment Strategy, ratings news and video interviews.
To search for funds, please ensure you have updated your default password which was emailed to you on 22 May 2013.
Morningstar's user-friendly Fund Screener filters your selected fund universe by your chosen criteria, including rated funds. Compare funds, read our analyst opinion and record your research with printable PDFs and exportable data.
View Fund Screener
Fund & Equity Analyst Research
Access our database of Morningstar research, ratings and analyst opinion on open-end funds, investment trusts, ETFs and equities.
See Sample Report
Investment News & Commentary
Read the latest rating news and research, Global Investment Strategy, fund manager interviews, and a wealth of investing insights from Morningstar's analyst and editorial experts. Receive monthly highlights direct to your inbox.
Enriched export functionality, featuring new data points to download for your records and further research, including expense ratio, performance, portfolio data. View New Data Points
Interactive Performance Charts
The performance chart allows you to compare multiple funds against each other and against your chosen benchmark, and to print PDF results for presentations. View Chart Sample
Portfolio Monitoring Tools
Build, manage and track you portfolio with our user-friendly Portfolio Manager tool. Dissect your portfolios with our X-Ray tool to reveal if you are well diversified or overly concentrated in a particular security or investment area, helping you reduce your clients' exposure to risk. X-Ray Overview
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 437,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $176 billion in assets under advisement or management as of Sept. 30, 2013. The company has operations in 27 countries.