Exclusive Invite Only Event 

20-24 May inconjunction with the Allan Gray Investment Forum


Following the success of previous Best of Breed Research Tours, we are doing it again – with this year’s event including complimentary registration to Morningstar’s annual conference. Due to logistical restrictions, this tour can accommodate a maximum of 8 delegates.  See the invitation for more information, cost and inclusions



Full attendance at the conference constitutes a minimum of 11 hours of structured learning hours for attending the Morningstar Conference. If it is a learning aim within your 2024 Professional Development Plan, you may decide that this learning constitutes Code Structured Hours.


This invitation is open to professional financial intermediaries only who are “wholesale clients” for the purposes of the Financial Advisers Act 2008 (as described in section 5c of the Act)