Overview:
The Morningstar Investor Australia website offers a comprehensive suite of functionalities designed to empower clients in making informed investment decisions. Users can access the latest research, create customized screeners, or utilize pre-built screeners and investment ideas.
Key features to help you find investment opportunities that align with your needs include:
Extensive Coverage: Gain insights into equities, ETFs, funds, and hybrids.
Qualitative Analyst Research: Access qualitative analyst research on over 1,600 stocks.
Forward-Looking Ratings: Benefit from forward-looking ratings on more than 3,000 ETFs and managed funds.
Global Stock Data: Explore data on over 48,000 Stock securities.
Top Equity Picks: Discover Morningstar's top equity picks, such as sustainable dividend-generating stocks, 5-star Australian and global stocks, 5-star Australian and global listed property stocks, and sustainable investing stocks.
Customizable Filters: Utilize easy-to-use, customizable filters to quickly identify investments that suit your financial goals.
Customizable Watchlist: Monitor price movements and Morningstar ratings with a customizable watchlist, allowing you to wait for more compelling investment opportunities.
How to access the list of securities with Latest Ratings Changes and Analyst report?
To view a list of securities with the latest ratings changes and their corresponding analyst reports, follow these instructions:
Go to Premium.morningstar.com.au and sign-in.
Click on Discover Investments tab on the left hand side .
Click on "Latest Research" tab under "Discover Investments" tab to access the Latest Research's on Stocks/Funds/Etfs
You can also add the securities under "latest research" to your Watchlist, Add an Alert or Compare by clicking on the three dots located on the right of the webpage.
How to get investment ideas from Morningstar for Stock, funds and ETFs?
To find Morningstar's best stock ideas specifically for Australia and New Zealand, follow these instructions:
Go to Premium.morningstar.com.au and sign-in.
Click on Discover Investments from website tabs.
Under Discover Investments tab click on Investments Ideas tab on the left-hand side.
Here you can explore Investment ideas to Discover Morningstar-rated securities aligning with various investment strategies, to help you achieve your financial goals and objectives.
You will find ideas for:
Undervalued stocks
Dividend Income Stocks
Medalist Funds & ETFs
Global Stocks
Moat Stocks
Scroll down and you will find pre-built list by Morningstar, click on “See full result”
How to get list of Best Stock ideas for Australia and New Zealand?
Morningstar’s monthly AU/NZ Best Stock Ideas highlights high-quality Australian and New Zealand companies, which are currently trading at discounts to our assessed fair values. The ideas, chosen from our coverage of about 200 companies, are intended to have broad application in a variety of equity strategies, but individuals should consider their personal investment goals and positioning before investing. We provide brief descriptions of each best idea in this report and encourage investors to read our most recent stock reports for a more detailed appraisal.
Sign-in to Premium.morningstar.com.au
Click on Discover Investments
Click on Stocks tab
You will find the AU/NZ Best ideas list on the right updated each month.
Click on this link to directly find AU/NZ Best ideas https://premium.morningstar.com.au/investments/screeners/stocks
How to compare Stocks, funds and ETFs?
To effectively compare different investment vehicles such as stocks, funds, and Exchange Traded Funds (ETFs) on Morningstar Investor Australia, you can utilize the platform's comparison tool. This feature allows you to analyze multiple securities side-by-side, helping you make informed investment decisions.
Go to Premium.morningstar.com.au and sign-in.
Click on Discover Investments from website tabs
Under Investment Tools click on Compare located on right of the webpage
Click on Add comparison and enter name of the securities in the Search Box
Click on Add Comparison again located on the Left to add more Security
Tool allows to compare Stock with Stocks, Funds with Funds and ETFs with ETFs only
You can add maximum 5 securities for Comparison.
ESG focused investments and Articles
The Morningstar Investor Australia website provides a dedicated section for sustainable investing, which includes ESG (Environmental, Social, and Governance) focused investments and relevant articles.
Go to Premium.morningstar.com.au and sign-in.
Click on Discover Investments from website tabs
Click on Sustainable investing to get the list of ESG funds, Stocks and Articles.
