How risky is it to invest with Morningstar Next?


Every investment has risks, and Morningstar Next is no different. Each portfolio offers a varying level of risk to suit your situation.

The Cautious portfolio, for example, offers the lowest risk of our three options, containing 70% defensive assets such as bonds and cash. The Balanced portfolio offers an even mix of defensive assets (like cash and bonds) and growth assets like shares. The Growth portfolio is the most aggressive of our three selections, containing around 30% defensive assets such as cash and bonds and is therefore has the highest level of risk of the three portfolios.

Learn more about each portfolio here.

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