Morningstar ETF Model Portfolios
Morningstar's ETF Model Portfolios are a series of diversified, theoretical portfolios that utilise a passive investment framework. Their purpose is to offer low-cost market exposure through Exchange-Traded Funds (ETFs).
Construction and Design of ETF Model Portfolios
Asset Allocation: Asset allocations for these portfolios are devised using Morningstar's strategic asset allocation framework and long-term capital market assumptions.
ETF Selection: The selection of ETFs for these portfolios relies on Morningstar's comprehensive qualitative and quantitative ETF research.
Risk and Return Alignment: The ETF Model Portfolios are constructed based on the risk and return attributes of the Morningstar Risk Profiles. This approach ensures that a set of investment objectives and time horizons differentiate the five model portfolios across the risk/return spectrum.
Diversification: Each Morningstar ETF Model Portfolio aims to achieve appropriate diversification across ETF issuers and asset classes while adhering to a long-term strategic asset allocation setting.
The Morningstar ETF Model Portfolios are updated and published quarterly.
Accessing the ETF Model Portfolios
You can access the Morningstar ETF Model Portfolios through your premium Morningstar account.
Steps to Access the Portfolios:
Click on "Discover Investments" from the website tabs Located on the Left and click on ETFs,
On the right side of the webpage, click on "ETF Model Portfolio."
You can also directly access Morningstar's ETF Model Portfolios via this link: https://premium.morningstar.com.au/insights/topic/etf-model-portfolios
Disclaimer:
Performance results represent modelled performance only. Past performance of any investment is not a reliable indicator of future performance and the performance described here is of a theoretical model. The model performance will differ from actual performance which follows that model depending on actual fees, taxes and other factors including transaction timing and divergence from constituent weightings, rounding adjustments and minimum trade sizes.