Is it possible to access the Morningstar Indices for 1 month, 3 month, and 6 month periods for the Australian Fund categories via Adviser Workstation?
Yes it is possible. To see the data take the following steps: 1) In the Research Universe, under the Search Menu, choose Find by Name, Ticker. 2) When the dialog pops-up, change the dropdown at the top from Name to ‘Morningstar and Market Indices’. 3) Type in the name of the Index you are after and click (ex: Morningstar PG R ITr Eqty Aust’) Find. 4) From the results returned, select which specific one you are after and click Add to move this selection to the bottom section. Repeat this process of finding and adding until you have built your list in the bottom section. 5) Click OK 6) You should now see all the indexes you selected on the main screen. 7) Using the View menu at the top of the screen, change the View to ‘Trailing Returns’. There you will see the 1 month, 3 month, 6month, etc returns for each of your selected indices.
