We offer two levels of detail for Morningstar fund reports. The free, condensed, fund report is aimed at retail investors and advisors.
We also offer a detailed four page report aimed at institutions and sophisticated advisors. These institutional reports are available for free for a limited period of time.
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We're launching analyst-driven ratings and research reports for South African unit trusts
Morningstar's Analyst Ratings are qualitative, forward-looking visual representations of the a...
FAQ: Morningstar Analyst Rating and Global Fund Report
The most common questions we get about the Morningstar Analyst Rating and our Global Fund Repo...
Morningstar Fund Research Info Page
A landing page with links to helpful information about all of Morningstar's fund research init...
Why Stewardship Matters
Good stewards put unitholder’s interests first and provide a better investor experience ...
Templeton Growth Euro A Acc €
Despite the change in manager, continuity is ensured--in a positive and a negative sense.
Morningstar Rating Analysis of South African Domiciled Asset Managers
The Morningstar South African Rating Analysis of unit trusts is designed to compare managed fund...
Market Watch (2015:Q3)
Summary of fund level launches, closures, mergers and name changes in the industry.
Market Watch (2015:Q2)
Summary of fund level launches, closures, mergers and name changes in the industry.
Market Watch (2015:Q1)
Summary of fund level launches, closures, mergers and name changes in the industry.
Market Watch (2014:Q4)
Summary of fund level launches, closures, mergers and name changes in the industry.
