Explore
Select Region

Real Return Funds

A multi-asset investment solution that is actively managed on your behalf. Our team aims to grow your wealth steadily whilst looking to maximise return for risk – investing when, and where, it makes sense to do so.

Multi-asset managed funds overview showing asset allocation strategies, portfolio options, and investment research framework charts.

The benefits of Morningstar Real Return Funds

Morningstar’s best investment ideas

Representing Morningstar’s best investment ideas, utilising our extensive research and powered by our portfolio management capabilities.

Robust portfolio construction

Portfolios are holistic, built for the long term and constructed for a range of risk profiles.

Efficient implementation

Implemented efficiently through a managed fund structure.

Invest globally with diversified access

Access to global investments, selected based on valuation and combined to deliver a holistic portfolio that is appropriately diversified for the investment environment.

Morningstar's suite of Real Return Funds

Platform availability

Access Morningstar’s managed funds and managed accounts on your preferred platform. Please check with the platform operator for minimum investment requirements and fees.

Morningstar's suite of managed portfolios

Morningstar’s managed portfolio offering comprises four product and service suites, addressing a variety of investor needs, risk profiles and financial life stages.

 

OCIO Thumb.webp
Bespoke solutions

Outsourced CIO

Morningstar Investment Management offers an Outsourced Chief Investment Officer (OCIO) service to advice businesses with a focus on providing a custom investment portfolio suite for their clients.

MMMA Thumb.webp
Managed Portfolios

Multi-Manager Managed Accounts

Morningstar’s Multi-Manager Managed Accounts deliver our best fund ideas within a range of multi-manager portfolios, offered in six risk profiles for a variety of investor needs.

RRF Thumb.webp
Managed Funds

Real Return Funds

Morningstar’s best investment ideas utilises our extensive research and are powered by our portfolio management capabilities. Our team aims to grow your wealth steadily while looking to maximise return for risk – investing when, and where, it makes sense to do so.

MS SMA Thumb.webp
Managed Portfolios

Multi-Asset Separately Managed Accounts

Morningstar’s global portfolio management and research teams analyse over 400 asset classes delivering robust portfolios.

Connect with us

Morningstar, its affiliates and content providers accept no responsibility for any investment decisions, losses or damages arising from the use of this page. The content is provided for information purposes only and does not constitute investment advice or an offer to buy or sell any security. It has been prepared without regard to your financial objectives, situation or needs. You should consider its appropriateness and, where relevant, the applicable Product Disclosure Statement before making any investment decision.

Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.