Does Morningstar Next provide reporting? And what kind?

Yes, we offer detailed reporting.

Account information is available through Your Investment Centre including: daily valuations of your account, cash transactions, investment purchases and sales, distribution and dividend details, fees and other charges deducted, as well as daily performance reporting measures.

You will also receive portfolio updates via Your Investment Centre.

Tax reports are also available via Your Investment Centre, and will be issued each year when they have been finalised.

Was this helpful?

Thank you for your feedback!

Smarter, hassle-free, investing

Explore three ready-made portfolios, pick one that suits you, decide how much to invest, and we’ll take care of the rest.