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MARKET-LEADING INDEPENDENT RESEARCH, RATINGS & TOOLS FOR INDIVIDUAL INVESTORS

Discover new investments, track & analyse your portfolio, and navigate market
shifts with Morningstar Investor, our flagship subscription product for
Individual Investors.


Start my FREE 4-week trial^

No credit card needed.



The ideal companion for your investing journey

DISCOVER INVESTMENTS

Access our top stock, ETF and fund picks; analyst ratings and commentary on over
1,600 companies; plus data on over 48,000 global securities.

TRACK INVESTMENTS

Keep track of investments easily with a consolidated view and full analysis of
your portfolio, along with streamlined reporting.

NAVIGATE MARKETS

Make sense of market events with regular articles, videos & research reports
from our independent analysts and editorial team.


YOUR INCLUSIONS AS A MORNINGSTAR INVESTOR MEMBER


DISCOVER INVESTMENTS

Find investment opportunities which fit your needs with our equities, ETFs,
Funds and Hybrids coverage.

 * You may be familiar with Morningstar’s algorithm based quantitative research
   through your broker. Morningstar Investor gives you access to independent
   qualitative research conducted by analysts on more than 1600 companies, 350
   managed funds, 70 ETFs plus data on over 48,000 global securities. Find more
   information about the difference here.
 * Access our top equity picks, including sustainable dividend generating
   stocks, 5-star Australian and global stocks, 5-star Australian and global
   listed property stocks, sustainable investing stocks and more
 * Access our analysts’ Fund and ETF ratings, which are based on the ability to
   outperform the index on a risk-adjusted basis over time
 * Easy-to-use, customisable filters to quickly identify investments which suit
   your goals
    * Stock filter options include sector, market cap, dividend yield, franking
      percentage, payout ratio, Morningstar rating, economic moat,
      price/earnings ratio, return on equity, annualised return and more
    * ETF and Fund filter options include yield, total cost ratio, annualised
      return, category, management style, Morningstar analyst rating,
      sustainability rating and more

 * Keep an eye on price movements and Morningstar ratings as you wait for a more
   compelling opportunity with a customisable watchlist

FREE 4-week trial^

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Take a look inside Morningstar Investor's portfolio manager here


TRACK & ANALYSE INVESTMENTS

Morningstar Investor includes complimentary access to Sharesight’s Investor
Plan, one of Australia’s leading portfolio trackers (valued up to $372 p.a.)
Sharesight’s integration into Morningstar Investor’s portfolio manager allows
you to:

 * Track all of your investments in a single location
 * Easy dividend tracking with corporate actions automatically incorporated in
   portfolio reports
 * An integration with Morningstar’s data and research: garner insights on your
   holdings from our team of equity and fund analysts
 * Know your portfolio's true performance with daily price & currency updates
 * Save time during tax time with streamline portfolio and tax reporting
 * Know your exposure: Take a deep dive into your portfolio with Morningstar’s
   Portfolio X-Ray – get region, sector and style breakdowns

FREE 4-week trial^

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Already a Sharesight user? We’ll pick up your bill (up to the value of the
Investor Plan)

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STAY INFORMED

Our teams in Australia, North America and Europe deliver insights from our wide
breadth of equity, fund and ETF research, our in-house behavioural science
researchers and our investment management team.

 * A view on markets and investing focused on sound analysis rather than snap
   reactions to market events
 * Commentary and insights on latest economic, political and business news
 * Access to our latest equity, fund and ETF research, including in-depth
   research reports







EXAMPLE MORNINGSTAR INVESTOR RESEARCH REPORTS*


 * Quarterly ANZ Equity Market Outlook
 * Annual Sector Forecast (including Basic Materials, Communication Services,
   Consumer Cyclical, Consumer Defensive, Energy, Financial Services,
   Healthcare, Industrials, Real Estate, Technology, Utilities)
 * State of Retirement Income
 * Australian Sustainable Investing Fund Landscape
 * Active / Passive Barometer
 * Australian Credit Monthly
 * Morningstar ETF Model Portfolios
 * Morningstar LIC monthly
 * Market Index Performance Monthly Update
 * Morningstar Model Income Equity
 * ETFInvestor Quarterly

*These examples include one-off and recurring research reports published inside
Morningstar Investor. Morningstar cannot guarantee they will be published in the
future.

Access the latest research reports in Morningstar Investor

 

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LEARN TO INVEST

Knowledge is the foundation of independence. Access to educational webinars and
investing guides covering a wide range of topics. These are designed for both
novice investors and experienced investors looking to review key foundational
topics.

 * Discover strategies to build wealth via stock, fund and ETF investing
 * Learn fundamental frameworks for successful long-term investing
 * How to build a portfolio aligned to your goals

 


MORNINGSTAR GUIDE TO INCOME INVESTING

Discover trusted strategies to help pick the right securities and build a
successful income investing portfolio.
Access in Morningstar Investor


MORNINGSTAR GUIDE TO SELECTING INVESTMENTS

Knowing how to navigate your choices and weigh up asset classes and styles of
investing will help ensure you're heading in the right direction.
Access in Morningstar Investor


MORNINGSTAR GUIDE TO INVESTING FOR WOMEN

Women are less likely to invest than men, and when they do, they invest later in
life, are beset by jargon and often receive inadequate advice.
Access in Morningstar Investor


MORNINGSTAR GUIDE TO ETF INVESTING

Exchange-traded funds are an easy and affordable way to gain exposure to a range
of local and international asset classes and thereby diversify your portfolio.
Access in Morningstar Investor



MORNINGSTAR GUIDE TO PORTFOLIO CONSTRUCTION

A 4-step framework to build a portfolio that is aligned to your goals.
Access in Morningstar Investor


MORNINGSTAR GUIDE TO SHARE INVESTING

Discover strategies to help build wealth via share investing, benefits and risks
of share investing and a step by step guide to valuing a share.
Access in Morningstar Investor


MORNINGSTAR GUIDE TO FUND INVESTING

Pooling funds with other investors allows you to access professional managers,
who can put your money in hard-to-access asset classes.
Access in Morningstar Investor


MORNINGSTAR GUIDE TO INTERNATIONAL INVESTING

Discover trusted strategies to help identify the right overseas investment for
your portfolio.
Access in Morningstar Investor

See more in Morningstar Investor

 

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MONITOR MARKETS

We contextualise day to day market movements with our view of the overall market
valuation so you can focus on the long-term investment opportunity.

 * Explore index, commodity and currency changes
 * See the current price to fair value of each market we cover along with the
   valuation from a year ago



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FREQUENTLY ASKED QUESTIONS

➣ Why does Morningstar’s ratings on my broker platform differ from the ones in
Morningstar Investor

The research that you receive through your Morningstar Investor Membership is
qualitative—our analysts have rated the stock and provided input and opinion to
the final fair value. The research that you access through your broker is
quantitative in nature – what this means is that the fair value is decided based
on data inputs and algorithms, without weigh in from our analysts.

This is why the research and ratings may differ between your membership and your
broker.

Morningstar Investor is not a broker service – it offers a different service to
your broker – focusing on providing investors a holistic portfolio management
tool that helps you track, monitor and maintain your investments.

➣ I receive Morningstar ratings for free from my broker. How is this product
different? What is the difference if I access it directly?

The level of access to Morningstar ratings and data differs broker to broker,
but in most instances, the ratings that you receive free from your broker are
quantitative in nature. This means that fair value (the long-term intrinsic
value of a share) that is assigned to a share is calculated based on an
algorithm. As part of Morningstar Investor, you receive access to qualitative
research, with our independent analysts’ weigh in on over 2000 equities, funds,
ETFs and LICs.

Morningstar Investor is a holistic solution that is focused on the investor, and
not the investment. It offers access to ratings, as mentioned, and data on over
40,000 securities. It also includes analyst insights and editorial thought
leadership, including forecasts for ASX/200 stocks and popular investing
newsletter Your Money Weekly.

As part of your subscription, you also receive access to a Portfolio Manager
that is powered by award winning Portfolio Tracker, Sharesight and integrated
with Morningstar research and data. This is accompanied by a suite of tools and
calculators to help investors reach their investing goals, including goal
calculators, asset allocation models, ETF model portfolios and more.

➣ Is Morningstar Investor a broker service?

Morningstar Investor does not offer investors the ability to trade securities.

➣ What if I already have Sharesight subscription?

If you already have a Sharesight subscription, we will pick up your bill (up to
the value of the Investor Plan). For existing Sharesight subscribers, you are
able to link your existing account to your Investor subscription. If you are on
the monthly investor plan, the billing will be directed to Morningstar from the
following month. If you are on an annual plan, the next annual payment will be
paid directly by Morningstar. If you are on a higher priced plan you will be
charged the difference between the investor plan cost and your plan.

Start my FREE 4-week trial^

No credit card required.


REACH YOUR INVESTMENT GOALS WITH THE HELP OF MORNINGSTAR INVESTOR

Investing is a journey. Morningstar Investor is designed to be your companion
along that journey.

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START YOUR FREE 4-WEEK TRIAL^ NOW

INCLUDED


MORNINGSTAR INVESTOR FREE 4-WEEK TRIAL^

Your trial includes access to:

Our top equity picks, including sustainable dividend generating stocks, 5-star
Australian and global stocks, 5-star Australian and global listed property
stocks, sustainable investing stocks and more
✓
Our analysts’ Fund and ETF ratings, which are based on the ability to outperform
the index on a risk-adjusted basis over time
✓
Morningstar's investment screeners
✓
Updates and research reports from Morningstar's team of 150+ analysts
✓
Sharesight Investor Plan
✓
4 portfolios Unlimited holdings Advanced reporting Automatic dividends Price
alerts Cash accounts Unrealised CGT report Contribution analysis report Xero
integration Benchmarking Integrated Morningstar research, data & ratings on over
48,000 global securities including stocks, ETFs, funds and hybrids
✓
Access to Morningstar’s Portfolio X-Ray tool
✓
Access to Morningstar’s proprietary indexes
✓
Morningstar investing guides and educational webinars
✓

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ABOUT US

We’re all in for investors.

Morningstar is a leading source of independent investment research for stocks,
funds, ETF's, credit, and LIC's as well as financial data, news, investing
tools.

It started with an idea—one great idea from a 27-year-old stock analyst. Joe
Mansueto thought it was unfair that people didn’t have access to the same
information as financial professionals. So he hired a few people and set up shop
in his apartment—to deliver investment research to everyone. We didn’t know then
what the company would look like today, but we knew the commitment to our
mission—to empower investor success—wouldn’t change. Now, we operate in 29
countries and cover over 621,370 investments. We’ve empowered investors all over
the world, and we’re continuing to look for new ways to help people achieve
financial security.

We are independent, which means we do not charge or accept payment or
commissions from fund managers, listed companies or other product issuers to
produce research on their products. Our mission remains true today, 37 years
after that one great idea – we believe in the democratization of investment
information, research and data. Our mission is at the core of everything we do –
to empower investor success.







^This offer is limited to new clients and cannot be used in combination with any
other promotional offers and cannot be used to extend an existing Investor
Membership. One free trial per household.

Financial investment involves the risk of loss.

© 2022 Morningstar, Inc. All rights reserved. Neither Morningstar, its
affiliates, nor the content providers guarantee the data or content contained
herein to be accurate, complete or timely nor will they have any liability for
its use or distribution. Any general advice or ‘regulated financial advice’
under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN:
95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of
Morningstar, Inc, without reference to your objectives, financial situation or
needs. For more information refer to our Financial Services Guide (AU) and
Financial Advice Provider Disclosure Statement (NZ) at
www.morningstar.com.au/s/fsg.pdf and www.morningstar.com.au/s/fapds.pdf. You
should consider the advice in light of these matters and if applicable, the
relevant Product Disclosure Statement before making any decision to invest. Our
publications, ratings and products should be viewed as an additional investment
resource, not as your sole source of information. Morningstar’s full research
reports are the source of any Morningstar Ratings and are available from
Morningstar or your adviser. Past performance does not necessarily indicate a
financial product’s future performance. To obtain advice tailored to your
situation, contact a professional financial adviser. Some material is copyright
and published under licence from ASX Operations Pty Ltd ACN 004 523 782.

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