Our UK Fund Ratings Service helps the professional adviser community research funds that have received a Morningstar OBSR Analyst Rating™. Available free of charge, this website provides access to our independent qualitative research into UK authorised unit trusts, UK OEICs, multi-manager funds and “UK-friendly” offshore funds.

About Morningstar OBSR Research
Morningstar OBSR is committed to helping investors–and the advisers and institutions that serve them–identify appropriate investment solutions to reach their financial goals. OBSR has joined with Morningstar to create one of the largest and most experienced independent fund research teams in the UK market. Integrity and independence are crucial to our research. We cover investments based on our own criteria which we use to provide information on the funds that matter most to investors and their advisers.

Finding Suitable Funds
The UK Fund Ratings Service helps advisers manage the complexity of investment choice and changing regulatory requirements such as assessing investment suitability and the Retail Distribution Review (RDR). A fund search tool allows you to filter funds by a number of criteria including Morningstar OBSR Analyst Rating, investment style, fund management group or IMA sector. Once you have narrowed down your list of funds, you can chart their performance, view fund manager fact sheets, create your own favourites list and export information to share with clients.

Global Fund Research
We also offer advisers ratings and research on internationally available, regulated mutual funds from around the world.

Register for our Global Fund Ratings Service

Other Services
Visit the Morningstar OBSR corporate site to learn about our other services

Questions and Feedback
We often add new features to our UK Fund Ratings Service. Please contact us at 020 3107 0000 or obsr@morningstar.com if you have an idea about a new feature or feedback on an existing one. If you have questions about how to use the UK Fund Ratings Service website, please contact our helpdesk at 020 3107 2926.  

Morningstar OBSR Fund Ratings is a free website to provide investment research and ratings information exclusively for the use of Industry Professionals, and does not offer any transactional facilities or offer any advice on investments. No information from this site may be reproduced without prior approval from Old Broad Street Research Limited.