Empowering Australians with tools for a secure retirement

Research and ratings

Morningstar has a rich history of in-depth research on a wide range of investment products.

We evaluate investments from the viewpoint of an investor. You can use our data and ratings to validate important details about your funds—such as how they stack up to their peers or if we expect them to outperform over a full market cycle.

Data requirements

Learn how you can get started with Morningstar.

Here you can access our guide to getting your fund activated for Morningstar coverage. Once a fund is activated, it begins to flow through the entire Morningstar ecosystem and to maintain coverage over time, certain data sets are required at specific intervals to build out robust calculations, categorisations, and rankings.

Data coverage

Our Data team has spent the last several months collecting data voluntarily shared by Industry and Retail Funds across Australia. See how the top 40 super funds in Australia stack up in terms of data sets and data points they have made available to Morningstar.

Channel alliances

We are collaborating with different organisations to make Moningstar's independent data and insights available to different audience segments and cohorts.

We recently announced the first of such alliances with SuperAPI to automate pay day super compliance for employers and deliver greater transparency and choice around superannuation funds within the workplace.

Data distribution

Morningstar's comprehensive network of solutions informs and empowers professional and retail investors alike, as well as advisers, platforms and asset consultants across Australia.

Explore our suite of solutions here and see how we support different segments in their respective investment journeys.