Morningstar Help
Can you please suggest good investment opportunities?
Morningstar is a provider of independent investment research and on our website you will find in-depth financial news, information and tools to help you to make informed investment decisions.  We do not provide financial advice.
Why can’t I find a specific fund?
Morningstar UK displays funds that are both registered and available for sale in the UK.  If the fund that you are searching for is registered and available for sale in the UK, please contact us via our feedback form stating the name and the ISIN code of the fund you are looking for.
How can I get a fund added to Morningstar's database?
In order to facilitate the data collection process, please send us any of the following fund information that you have available to you.
  • Fund name
  • Fund ISIN code
  • Domicile
  • Universe (e.g. Open-End, Close-End, etc)
  • Inception date
  • Latest prospectus
Once we receive the above information, we will then escalate your fund addition request to the corresponding Data Team for action. Our Data Analyst will then guide you through the next steps of the data collection process.
How can I update the information for the fund that I manage?
In order to change any information with regards to a fund, please send the correct information to us via the feedback form. Please include the link where you are viewing the data that needs to be amended.
Why does my fund’s style box differ from its category?
There might be a discrepancy between these two indicators of investment style, as they examine different time periods. The style box is intended to be a snapshot of a fund's portfolio at a specific moment in time and it only reflects the latest monthly holdings provided to Morningstar. A fund's category, instead, is meant to be a stable peer group which the fund can be compared with over the long term and it is based on an average of three and five years of portfolio data. Hence, a discrepancy between a fund's style box and its category indicates a change from a previous investment style that may or may not be temporary. When making historical performance comparisons, we suggest using the Morningstar category, while to determine the most current investment style of a fund, the Morningstar Style Box. For detailed information on this topic, please refer to the article “Why is my fund’s style box different from its category?
Are fund returns adjusted for expenses and loads?
The fund returns you see on do include dividend payments and take into account annual charges for a fund's expense ratio. They show the real, post-expense return an investor would have made by purchasing a fund. However, returns are not adjusted for sales loads because not all of the investors in a given share class of a fund may be paying the same freight.
How do you calculate returns for ETF funds?
In order to calculate total and trailing returns for ETF funds we take into consideration their closing market prices, as these reflect what retail investors have to pay when they want to purchase ETFs.
Where can I find a research report for a fund?
In order to find an Analyst Research report, please enter the name of the investment in the Search box on the upper right side of the homepage and click on Go. You will then be redirected to the Morningstar Fund Report Overview for the fund. Please click on the Analyst Research option on the left side of your screen in order to find the Analyst Report for the fund. Alternatively, you can also select Tools from the main navigation bar and click on Morningstar Research Report Quickrank at the centre of the page. Using this option you will be able to find all of the funds with a Morningstar Fund Research Report.
Where can I find an explanation for a term that I do not understand?
Please take a look at our Glossary section, which you can access by clicking on the Glossary at the bottom of every page. If you can’t find the term, please let us know and we will consider adding it to the list.
How long does it take for a company release to be published on
Every announcement is reflected the following day on the company’s news page, which you can access by clicking on the News tab from the stock navigation bar.
How can I search for a specific stock?
To research a specific stock, use the search box at the top of all pages to search by company name or ticker. Simply select your chosen stock from the dropdown list that appears and you'll be taken to that company's Stock Report. Let's take a look at BP (BP), for example: From BP's Stock Report you can access the oil major's share price performance chart, a synopsis of broker sentiment towards the stock, key ratios, and--for Premium subscribers--Morningstar's independent research report, including fair value estimate and financial health assessment. 
How can I search equities by sectors?
To search for equities under the ICB sector classification, click on the “Equities” tab from the main tabs menu. You will then see a list of links in the middle of the page with the following headings: “Equity Tools”, “Corporate Actions” and “Daily Performance”. Underneath “Daily Performance” you will find the ICB sectors tab.   Alternatively you might use the “Equity Quickrank” tool. Click on the “Equities” tab from the main tabs menu, then “Equity Quickrank” from the central list of links underneath “Equity Tools”. Use the filters “All Sectors” and “All Industries” to come up with the desired list of companies.
How can I get the financial data (Income Statement, Balance Sheet, Cash Flow, Dividends) of a company?
Enter the name of the equity on the Morningstar search box (located at the top of the website) and select it from the dropdown menu. Once you are on the Overview page of the Morningstar Stock Report click on the “Financial” tab from the horizontal menu (between “Key ratios” and “Broker Sentiment”).   Initially you will see the summary page, click on any of the different tabs located on the subheader underneath “Financial” to get all the information for the Income Statement, Balance Sheet, Cash Flow and Dividends.
How can I get historical individual share price information?
Enter the name of the company in the Morningstar search box (located at the top of the website) and select it from the dropdown menu. Once you are on the Overview page of the Morningstar Stock Report click on the “Chart” tab (just next to “Overview”).   Select the time range from the top right corner of the chart and then move the cursor along the graph to get the date, price and volume from the top left corner of the chart.
Why is my Fund Performance Data in GBP? is designed with UK-based investors in mind, who are therefore investing in pound sterling. To help investors better understand what is happening to their money in real terms, we show all fund returns in GBP. This facilitates a more meaningful comparison of funds' performance and ensures investors are able to ascertain the real cost or reward of each fund investment. This is the case whether the fund is traded in GBP or another currency.   If a fund's assets are held in a currency other than GBP, we convert the fund's performance into GBP using the WM/Reuters 4pm rate. We display returns in GBP in our data tables and are performance charts. Historical fund performance data is converted using the most current FX rate available on the day that the performance was registered. For month-end data, we use the FX rate available on the last day of the month in question.   If any data displayed is not in GBP, we will state which currency it is on the website.
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures