Morningstar Direct - Data Universes


UK

Morningstar Direct


		Overview


		Peer Analysis


		Style Analysis


		Performance Evaluation


		Stock and Ownership Analysis


		Reporting Capabilities


		Data Universes


		Client Support Services

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Timely. Detailed. Comprehensive.

Morningstar Direct™ is powered by the industry’s premier source for global investment data. All data universes are fully integrated to support research across investment products. Directly compare investments across various domiciles and investment universes.

Data features:

	A full set of portfolio, performance, and operational data points
	Historical portfolio holdings and a comprehensive set of fundamental, value, and growth characteristics at the portfolio and holdings levels
	Proprietary data such as the Morningstar Rating™ and Morningstar Style Box™
	Risk statistics, including Treynor, Sortino, and information ratios
	Modern Portfolio Theory statistics
	Extensive customisation options including rolling time periods, benchmarks, and displays
	Seamless integration of data universes
	Currency conversions

Global investment coverage:

	Australia funds (retail, wholesale, and superannuation)
	Canadian funds (pooled, segregated, and open-end funds)
	China funds
	European funds
	Exchange-traded funds
	Global hedge funds
	Hong Kong funds
	Offshore funds
	Singapore funds
	Taiwan funds
	U.S. open-end funds
	U.S. separate accounts
	U.S. stocks, including ownership data
	U.S. VA/L (policy, subaccount, and NAV level)