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About Us > Morningstar data

Removal of Morningstar data from 1 July 2015

Commencing 1 July 2015, 2020 DIRECTINVEST will no longer be able to provide access to Morningstar data.

2020 DIRECTINVEST purchases its managed fund data from Morningstar Australasia and made it available to our clients free of charge via our website, however it is no longer viable to do so.

Impact on www.2020directinvest.com.au

The Find a Fund tools currently available to search through available options will be de-commissioned however we will continue to provide access to the same range of investment options through the products offered. Each product disclosure statement (PDS) will list the options available within that product.

2020 DIRECTINVEST remains committed to providing self-directed investors gain control of their financial future and we still have a large library of educational articles via our Education centre which we continue to update.

Other sources of performance data

We recognise the importance of accessing up to performance data to help you make informed investment decisions and you may wish to visit the following sources to access fund performance data:

  • The relevant fund manager’s website; or
  • Via Morningstar directly using their Fund Screener 

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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