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.

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Main Features

About Morningstar

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.

Fund Screener

Fund Screener

Sample Reports

Sample Reports

Monthly Professional Newsletter

Monthly Professional Newsletter

New Export Data Points

New Export Data Points

Performance Chart

Performance Chart

Overview of your portfolio

Overview of your portfolio