Morningstar Funds Platform

Morningstar Funds Platform

Welcome to Utmost Wealth Solution’s Morningstar Funds Platform. The funds platform comprises of the following tools:

Fund Quickrank

A quick and easy method of screening and comparing a range of funds in terms of their performance, by dynamically updating the underlying fund data.

• The latest fund information available on the fund range is always at your disposal.
• Quicktake reports available through the Fund Quickrank are fund factsheets offering an in depth analysis of each Fund.
• The data behind these reports is updated dynamically to ensure the latest information available is shown.

Fund Screener

Enables users to create a shortlist of funds, which meet their specified criteria.

IMPORTANT INFORMATION

Before choosing to use any of the Morningstar information, please be advised of the following:

• All information contained within the Morningstar platform is independent information collated and supplied by Morningstar.
• All figures are calculated in the exact same way for each fund across the full range. So you are always comparing like with like.
• No investment decisions should be made on the sole reliance of the information output of these tools.
• All information must only be used in conjunction with Utmost Wealth Solution’s international business.
• Only Utmost Wealth Solution’s Introducers, Brokers, Financial Advisors, may distribute any output to a third party.
• Morningstar does not warrant that the product or the deliverables, or any part of them will be free of viruses and other malicious code or will be accurate complete or continuously available information availability is reliant on external fund houses supplying data.
• Past performance is for indication only, and is not a guide to future investment performance. Investment performance and return may go down, as well as up. All fund information should be read in conjunction with the relevant Utmost Wealth Solutions principle product brochure, as fees and charges will impact negatively on individual investment returns. 

By choosing to access any of the following Morningstar tools. You are agreeing that you have read and understood the above.

Click on the relevant button below to access the Morningstar Funds Tools