Model Portfolio Solutions


Leveraging on the expertise of Morningstar Ltd., we provide Risk-Rated Model Portfolios that allocate assets across our fund range according to a particular risk profile.

These Multi Asset, Multi Manager, portfolios are actively monitored to ensure they continue to match their particular risk profile and are able to take best advantage of changing market conditions, over time.

The funds, and fund managers, are also regularly reviewed by Morningstar to ensure the Portfolios continually take the appropriate risk with the best managers available.

About Morningstar Investment Management Asia Limited (MIM Asia)

Drawing on their core capabilities in asset allocation, investment selection, and portfolio construction, MIM Asia provides a global point of view and local market experience. Their investment professionals, located around the world, are guided by core principles focused on long-term investment results and helping end investors reach their financial goals. Built around world-class investment strategies and harnessing the global resources of Morningstar, Inc. (Morningstar), their investment offerings support financial advisors, institutions, and the investors they serve.

MIM Asia follows a series of seven investment principles that help their portfolio managers focus on the long term and remain steadfast in their behaviour. These principles reflect both the findings of academics and Morningstar’s 30+ years of experience analyzing fund managers. Their principles are designed to counteract the pressures felt by all valuation-driven investors.

Their Strategic Asset Allocation and Manager Research Services provides professional guidance that can help investors construct investment strategies that meet their financial goals.  

Strategic Asset Allocation Service

For more than 30 years, Morningstar, through its heritage in Ibbotson Associates, has been a leading provider of asset allocation research and solution. For investment objectives that have a long-term view, they offer strategic asset class model portfolios that they construct, manage, and monitor. At Morningstar, their approach to asset allocation is the product of a long tradition of researching the fundamental driver of asset returns.  Diversified across asset classes, these asset class model portfolios target specific risk and return profiles to meet investors’ financial goals. Each seeks to address a certain goal, from capital preservation and income to capital appreciation and growth.

Manager Research Service

Morningstar has provided independent analyst research to investors for over 30 years. Their manager research service helps firms and investors with their need for independent and high-quality investment due diligence, which is required for selecting investments and creating portfolios for investors. They have more than 110 manager research analysts around the globe covering over 3,500 funds and ETPs each year. After meeting with investment managers and formulating their own research, their analysts deliver a Morningstar Analyst Rating, which is a forward-looking and qualitative assessment on a strategy’s ability to outperform its peer group or benchmark on a risk-adjusted basis over a full market cycle. Their analysts assign the ratings on a five-tier scale, with three positive ratings of Gold, Silver, and Bronze, a Neutral rating, and a Negative rating. They evaluate funds based on five key pillars—People, Process, Parent, Performance, and Price—factors they believe are important to a fund’s success. Their analysts pride themselves on their independence, quality, and consistency.

Portfolios as advised by Morningstar , based on FPIL Mirror Fund Universe, Singapore

Conservative Portfolio 

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Moderate Portfolio

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Balanced Portfolio 

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Growth Portfolio

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Aggressive Portfolio 

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