Bridgehouse Asset Managers has now launched the Morningstar Managed Investments Program in collaboration with Morningstar Associates Inc. It’s a set of five risk-targeted portfolios featuring third-party managers of mutual funds, pooled funds and ETFs.
The five portfolios, which Morningstar monitors regularly, are the:
- Morningstar Conservative Portfolio
- Morningstar Moderate Portfolio
- Morningstar Balanced Portfolio
- Morningstar Growth Portfolio
- Morningstar Aggressive Portfolio
Bridgehouse Asset Managers first announced its intention to launch the funds when it filed a preliminary prospectus in March.