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  • FIRST POST
    • w00519772
    • By w00519772 13th Mar 18, 7:51 AM
    • 1,191Posts
    • 213Thanks
    w00519772
    Trying to setup a Morning Star portfolio
    • #1
    • 13th Mar 18, 7:51 AM
    Trying to setup a Morning Star portfolio 13th Mar 18 at 7:51 AM
    I am trying to use Morning Star to manager my pension funds. It appears that the majority of the pension funds I have access to are not available on Morning Star. For example, see the below:

    1) ISIN: GB00BDH3Q043 (http://factsheets.financialexpress.net/frle/MOV1.PDF)
    2) ISIN: GB0005941272 (http://factsheets.financialexpress.net/frle/OR83.PDF)

    Here are the steps I used to search for them:

    1) Go to: http://www.morningstar.co.uk/uk/fundquickrank/default.aspx
    2) Select 'All' for each drop down list
    3) Type the ISIN into the textbox
    4) Select Go

    The first ISIN above is searchable, however the second is not. Why is the second not searchable. Sometimes the funds appear to be searchable by name, but not by ISIN, however Morning Star doesn't appear to allow you to do partial searches e.g. where a search of 'BlackRock (30:70)' would find: 'Aviva Pension BlackRock (30:70) Currency Hedged Global Equity Index FP' and the names on my pension provider website appear to be different to the name on the Morning Star website.

    Is there an easy way to do this?
Page 1
    • Linton
    • By Linton 13th Mar 18, 11:32 AM
    • 9,387 Posts
    • 9,519 Thanks
    Linton
    • #2
    • 13th Mar 18, 11:32 AM
    • #2
    • 13th Mar 18, 11:32 AM
    I think there are several different problems.....
    - the ISIN codes you are using are the ones for the underlying fund rather than the Aviva labelled one. These Aviva ones may not be generally available but rather in-house variants without their own ISIN number.
    - these are pension funds, not OEICs/UTs and so wouldnt be in the fund quickrank anyway. For pension funds look under Investing for Retirement on the MS home page. However your funds arent there either though some Aviva Blackrock funds are.

    To add to the complexity, although the underlying Baillie Gifford fund is a OEIC/UT the Aviva version is a pension fund. The underlying fund is on the OEICs/UTs list.

    - According to your Blackrock (30:70) link the underlying fund was only launched in Nov 2017 so perhaps hasnt made it onto the lists yet.
    • bostonerimus
    • By bostonerimus 13th Mar 18, 3:36 PM
    • 1,834 Posts
    • 1,174 Thanks
    bostonerimus
    • #3
    • 13th Mar 18, 3:36 PM
    • #3
    • 13th Mar 18, 3:36 PM
    Sorry.......I read this and couldn't believe that the paper of the British Communist Party was complicit in capitalism.......;-)
    Misanthrope in search of similar for mutual loathing
    • TBC15
    • By TBC15 14th Mar 18, 1:24 AM
    • 470 Posts
    • 242 Thanks
    TBC15
    • #4
    • 14th Mar 18, 1:24 AM
    • #4
    • 14th Mar 18, 1:24 AM
    Sorry.......I read this and couldn't believe that the paper of the British Communist Party was complicit in capitalism.......;-)
    Originally posted by bostonerimus
    You will find a lot in politics has changed over the years following Tony Blairs rebranding success comrade.
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