Morningstar Investment Management Europe has made a number of portfolio changes to its passive multi-asset range.
Emma Morgan, portfolio manager at Morningstar IM Europe, explained the changes were designed to minimize costs, identify assets with the best reward for risk and take advantage of opportunities arising from recent market volatility. The moves will be implemented across its five-strong model portfolio passives range; cautious, moderately cautious, moderate, moderately adventurous and adventurous. Portfolio changes In the equity space, the key changes include the introduction of global healthcare in the adventurous portfolios on the back of the sector's perceived attractive valuations...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes