2-Minute Guide to Morningstar.co.uk

A click-by-click guide to navigating our home page, and tips on making the most of our research, newsletters and content

Morningstar.co.uk Team, 12 August, 2011 | 1:55PM
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Morningstar.co.uk’s mission is to empower individuals to take control of their financial life by providing independent, engaging, accessible and actionable investment tools and content. Our coverage, both in terms of data and commentary, spans equities, open- and closed-end funds, and exchange-traded products. Nearly 200 Morningstar analysts located worldwide rate more than 1,700 stocks globally, 1,800 open-end funds available for sale in the U.K and 150 ETFs listed on European stock exchanges.

Morningstar.co.uk divides its data, research and commentary into security type and investment style. To further investigate OEICs, ETFs, ISAs, CEFs, Life & Pensions, Equities and Markets, simply head to the relevant tap on the horizontal menu at the tab of the home page. Your portfolios can be saved, tracked and monitored on our Portfolio tab and all Morningstar research and portfolio management tools can be found on the Tools tab.

Morningstar.co.uk Home Page
Before you delve into our ETF Centre or CEF Centre, you’ll find many investing essentials and the best of Morningstar.co.uk on our home page.

On the Left
Morningstar Articles: Here you can read the latest commentary from Morningstar’s analysts and experts on topics ranging from top funds, to macroeconomic trends, to portfolio-planning tips. For fans of multimedia, our Video Centre offers brief tête-à-têtes with well-respected fund managers and our in-house analysts. Make sure to click ‘More…’ to read or watch, well, more.

Portfolio & Money Management: Aggregated here are insights from Morningstar, fund managers, economists and financial advisers that help you turn talk into action without undue risk to your portfolio.

Equity, CEF, ETF, Fund Research & Commentary: These subsections provide some of the highlights from the more in-depth relevant Morningstar section.

In the Middle
Compiled here are links to some of Morningstar’s most powerful tools and data.
Portfolio Manager: Accessible from the Manage Your Portfolio link as well as the Portfolio tab on the top menu, this tool lets you create and save your investment portfolios and explore investment ideas. Learn more about Morningstar’s most popular tool here.

Morningstar Fund Research: This link takes investors to our latest fund research reports. Learn more about what you can expect from our analysts and how to interpret and use our quantitative and qualitative ratings here. Morningstar Research is a Premium feature.

Risers and Fallers, Market News and Corporate Calendar: As the names suggest, these links take you to the best and worst intraday performers on the FTSE 100, give you access to the latest market news from Dow Jones and allow you to preview the agenda of company announcements and dividend events in the upcoming day, week or month.

On the Right
Over here, you can see at a glance market movements in Europe, the U.S. and Asia, commodity futures, and, if you saved your portfolio, a snapshot view of your investments’ latest performance.

Latest Morningstar Research: This section contains an aggregated list of our most recently published research on equities, open-end funds and ETFs. Watch this space: CEF research will be added shortly.

Making the Most of Morningstar’s Tools
Morningstar’s screening and research tools combine our data, technology and design expertise to provide both Premium and non-Premium website users with powerful tools for assessing and selecting securities for your portfolios. These brief guides can show you how:
How to Research Funds
How to Research Equities Part I and Part II

Premium, Newsletters and Extra Help
We’ve mentioned Morningstar Premium a couple of times already. Find out what this is, how much it costs and why it’s worth it here.

Don’t want to miss our latest commentary and research? Get Morningstar insights delivered to your inbox in easy-to-digest daily, weekly or monthly missives.

You can, of course, always find more information on how to navigate Morningstar.co.uk and what’s new on the site by visiting our Help and What’s New Sections.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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