Morningstar CFS FirstChoice
Managed Accounts

Managed Account investment solutions for your clients, powered by Morningstar’s market leading independent investment
research and unique global insights. The portfolios are available at no extra cost to investors or advisers over the underlying investment options in FirstChoice.

Sitting alongside our Active portfolios, our Core portfolio range is unique in providing access to a selected
blend of both active and passive investment options, delivering a low-cost higher value choice to investors and advisers.