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| Morningstar® Essentials™ Data License |
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| Morningstar® Essentials™ enables broad distribution of Morningstar proprietary statistics to use in marketing materials and shareholder communications. An Essentials license puts the reliable reputation of the Morningstar brand in all client communications and brings objectivity to educational and marketing initiatives. |
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View key data points |
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| Data universes available |
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 | Investment funds (unit trusts and OEICs) | |
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| Applications |
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| Fact sheets | |
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| Adviser and investor websites | |
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| Sales presentations | |
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| Trade show handouts | |
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| Direct mail | |
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| Shareholder communications | |
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| Delivery |
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| Data is delivered between the sixth and tenth business day each month. | |
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