Group Morningstar, Inc.

Provides investment services

MIME designs portfolios that help investors reach their financial goals. The firm’s global investment management team works as one to apply its disciplined investment process to all strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques.

Acts as Open-End Investment Fund/Unit Trust

Morningstar South Africa constructs diversified local and global portfolios, that are actively managed. They offer a range of risk-profile portfolios aimed at minimizing costs and aiding investors in reaching their goals.

Acts as Open-End Investment Fund/Unit Trust

Operates as open-end management investment company

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Provides investment research

Operates platform for data, research and technology covers

Provides investment advice