MORNINGSTAR INVESTMENT MANAGEMENT EUROPE LIMITED

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

• Turnover

  +1.2%

  £6,312,180 → £6,388,996

• Cash

  +3.9%

  £5,193,567 → £5,396,896

• Net assets

  +5.2%

  £4,303,100 → £4,528,983

• Employees

  -8.2%

  49 → 45

• Operating profit

  +19.4%

  -£4,885,539 → -£3,938,695

• Profit before tax

  +21%

  -£4,674,130 → -£3,690,268

• Wages

  -10.8%

  £6,499,323 → £5,799,108

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

1. MORNINGSTAR INVESTMENT MANAGEMENT EUROPE LIMITED 2012-06-07 → present
2. MORNINGSTAR ASSOCIATES EUROPE LIMITED 2006-03-07 → 2012-06-07

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

KPMG LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The directors have prepared the financial statements on the going concern basis. The directors prepared cash flow forecasts for at least a period of 12 months from the date of approval of these financial statements which indicate that, taking account of reasonably possible downsides, the Company may not have sufficient funds to meet its liabilities as they fall due in the future. To remedy this situation, Morningstar, Inc., the ultimate parent company has provided an unconditional and irrevocable letter of ongoing financial support to the Company so that the Company can pay its debts as and when they fall due and continue to fund its normal business operations for at least a period of 12 months from the date of signing the "Report and Financial Statements" of the Company for the year ended 31 December 2024. Based on the promised support, the directors have concluded that there are no material uncertainties that could cast significant doubt over the Company's ability to continue as a going concern.”

Significant events

• “In 2023, Smart Investment Management Limited merged their fund products into Morningstar Investment Management Europe Limited ("MIME"), with model product integration implemented in 2024. This consolidation enhances operational efficiency and leverages the synergies between the two businesses.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

5

last 12 months

Capital events

2

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.