Morningstar Active Balanced Portfolio

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Morningstar Active Balanced Portfolio

Fund Snapshot

Year of Inception 2019
Number of Stocks NA
Investment Horizon Medium to Long Term
Fund Managers Morningstar Investment Adviser India Pvt. Ltd.

About Company Started in 1984 with a print publication on mutual funds for individual investors, we have grown to become an internationally recognized brand in independent investment research, offering data on over 621,000 investment products. We now employ over 8500 people in 29 countries, providing the local market experience.

Investment  Principles

We prioritize investors – We think that companies that prioritize investors win in the long run because their investors are more likely to win.
We’re self-assured – we believe that in order to generate profits, it’s vital to invest with conviction, even if it means going against the grain.
We invest for the long term – Taking a patient, long-term approach to investing allows consumers to ride out market ups and downs and seize opportunities when they occur.
We are value-oriented investors –  If you base your selections on the investment’s fair worth, you’ll have a better chance of making a profit.

We endeavor to keep expenses low – Keeping costs low helps investors create wealth by allowing them to keep more of what they earn.
We adopt a basic approach –  Each decision we make is based on solid research, and we know what drives each investment we look at.
We construct portfolios from the ground up – Truly diversified portfolios mix assets with several underlying factors to help control risk and offer higher results.

About Fund Managers

Morningstar Investment Adviser India Private Limited is the investment manager of Morningstar Active Aggressive Plus Portfolio

Unique Feature

Modest approach to stability of capital with moderate volatility

Investment Philosophy

Morningstar Active Balanced Portfolio is suitable for investors with a modest approach to stability of capital with moderate volatility. The portfolio invests in equities, debt and gold mutual funds. Major chunk of assets in the portfolio (around 44%) is invested in fixed-income assets.


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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.