Morningstar Premium
Subscribers get exclusive information, insights and advanced tools.
Morningstar.co.uk Premium Membership provides investors with a complete and independent resource for researching, managing and monitoring their investments.
Make Effective Investing Decisions with Morningstar Premium. Take a free 14-day Premium trial today.
Premium Features
-
Intuitive Portfolio Tools
Morningstar’s Portfolio X-RayTM provides sophisticated analytics on your portfolio, presenting the results in an easy-to-read format on-screen or delivering a report direct to your inbox, saving you both time and worry. View Sample Report
-
Independent Analyst Research
Our analysts evaluate hundreds of funds (OEICs and Unit Trusts, Investment Trusts and ETFs) available for sale in the UK and thousands of international stocks, turning volumes of data into concise, actionable reports. View Sample Report
-
More Company Data
Quantitative reports, key dates, historical dividend payments, 10 years of financial accounts and individual director dealings are just some of the company information at your fingertips.
View Sample Report -
Find Similar
Looking to replace a holding? Our Find Similar tool helps you find a suitable alternative funds.
View Sample Report -
Data As You Want It
Research investments at your leisure and document your findings with downloadable PDF reports and the ability to export data to Microsoft ExcelTM.
View Sample Report
Be more informed with Morningstar Premium
| Morningstar Tools | Availability | |
|---|---|---|
| Morningstar Fund Analyst Research | 1,000+ funds, ETFs and investment trusts |  Premium Only |
| Morningstar Stock Analyst Research | 1,800+ global stocks | Premium Only |
| Portfolio X-Ray | Highlighting your portfolio's strengths and weaknesses | Premium Only |
| More Company Data | Company key dates, historical dividend payments, important regulatory news indicators | Premium Only |
| PDF Reports | Detailed data reports on all stocks and funds available for sale in the UK | Premium Only |
| Excel Downloads | Export data on portfolio performances, shares, funds and asset allocations as an Excel file | Premium Only |
| Find Similar | Find alternative fund holdings with similar portfolio and investment styles | Premium Only |
| Fund Performance Calculator | Calculate a fund’s performance across a specific time period or dates personal to your portfolio | Premium Only |
| Asset Allocator | Determine which combination of asset classes (cash, stocks, bonds) will give you the best chance of meeting your investment goals without taking on undue risk | Premium Only |
| Premium eNewsletter | Exclusive content including articles and videos for Premium members | Premium Only |
