
Subscribe to Morningstar Premium and you'll have unrestricted access to our recommendations and model portfolio reports, run by a team with a history of beating the S&P/ASX 200 for 16 years.*
Join today and experience all premium benefits.

We believe our data is of the highest quality available. While we’re best known for our fund data and historical portfolio holdings, Morningstar.com.au also provides reliable tools and decision-making support so that you can invest with confidence.

Join Top Decision Makers
Did you know the world's top decision makers, including those from many global blue chips, leading business consultancies and respected governments, use Morningstar research and data? So rest assured that you are in good company.

More than 250 analysts use consistent methodologies to provide clear guidance and actionable ideas. They use innovative moat valuation models for equity analysis and a five-pillar framework for manager research to help you make better investing decisions.
We believe our data is of the highest quality available. While we’re best known for our fund data and historical portfolio holdings, Morningstar.com.au also provides reliable tools and decision-making support so that you can invest with confidence.
Join Top Decision Makers
Did you know the world's top decision makers, including those from many global blue chips, leading business consultancies and respected governments, use Morningstar research and data? So rest assured that you are in good company.
More than 250 analysts use consistent methodologies to provide clear guidance and actionable ideas. They use innovative moat valuation models for equity analysis and a five-pillar framework for manager research to help you make better investing decisions.

Watch Video
Need help?
Simply call our friendly client services staff.
Australia: 1800 034 455
Overseas: +61 2 9276 4455
Weekdays: 9am-5:30pm, Sydney time


Need help?
Have a look at the Introduction video on the left or call our friendly client services staff.
Australia: 1800 034 455
Overseas: +61 2 9276 4455
Weekdays: 9am-5:30pm, Sydney time
© 2016 Morningstar. All Rights Reserved.
This offer cannot be used in combination with any other promotional offers and cannot be used to extend an existing Premium Membership. Existing clients, please call 1800 034 455 or email help@morningstar.com.au.
* Performance results represent modeled (theoretical) performance only and are intended to demonstrate the returns potentially achievable from a concentrated portfolio of high quality income-producing shares. Annualised performance since inception 31 July 2001 of 11.86% compared to the S&P/ASX 200 Index of 7.72 %; 1 year performance of -2.81% compared to the S&P/ASX 200 Index of -4.93%; 3 year performance of 6.86% compared to the S&P/ASX 200 Index of 5%; 5 year performance of 13.35% compared to the S&P/ASX 200 Index of 6.46%; 10 year performance of 6.93% compared to the S&P/ASX 200 Index of 4.52%;over the same period and as at 30 April 2016. Past Performance is not a reliable indicator of future performance. Performance results are expressed before fees, costs and taxes are deducted. Dividends are theoretically reinvested in the portfolio. The model performance will differ from actual performance depending on actual fees, costs and taxes and other factors such as transaction timing and any divergence from constituent weightings, rounding adjustments and minimum trade sizes. Investments in securities involve risk and will not always be profitable.
- Terms of Use
- Privacy Policy