Bridgehouse launches Morningstar Managed Investments Program

Morningstar Canada 11 July, 2017 | 5:00PM
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Bridgehouse Asset Managers announced today it has launched the Morningstar Managed Investments Program, in collaboration with Morningstar Associates Inc. The program features five fund-of-funds portfolios that will invest in mutual funds, pooled funds and exchange-traded funds. No proprietary Bridgehouse product will be held in the portfolios.

The five portfolios cover a range of investor objectives: conservative, moderate, balanced, growth and aggressive growth. The minimum investment is $1,000. They are offered through both commission-based and fee-based advisors, who are supported by an investor-profile questionnaire and an investment-policy statement.

The portfolios employ a valuation-driven asset-allocation methodology that draws on Morningstar's global expertise, Michael Keaveney, head of investment management, Canada, Morningstar Associates, said in a Bridgehouse release. The portfolios will be diversified across multiple asset classes, investment managers and investment styles. Morningstar may dynamically shift the exposure to specific investments based upon their view of the market and the suitability of each investment for the portfolio.

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