Change to Managed Fund research offering

2 min read  
Date: 19 October 2016


It is with regret, that following a commercial decision from Morningstar, netwealth will no longer be able to provide advisers with access to free Morningstar Manager Ratings for funds via the netwealth platform from January 2015.

We realise the inconvenience this may cause and if you require access to research from Lonsec, Zenith or Morningstar we can facilitate the purchase of research subscriptions via our subsidiary Pathway Licensee Services.

We realise the inconvenience this may cause and if you require access to research from Lonsec, Zenith or Morningstar we can facilitate the purchase of research subscriptions via our subsidiary Pathway Licensee Services. Simply email roz@netwealth.com.au to find out more.

Although the removal of the ratings is disappointing we will be launching a new comparison tool next year and continue to offer the following free research services:

  1. Fund profiles and Fact sheets;
  2. ASX live data, charting, quotes, alerts and watch lists;
  3. Five Risk-based Model Portfolios constructed by Ibbotson quarterly; and
  4. Three Share portfolios constructed by Commsec monthly.

If you have any questions, please contact our Business Development team.