Aegon
Model Portfolios
About Aegon
Available Model Portfolios powered by Aegon
Minimum initial investment: €100
Minimum monthly contribution: €100
If you would like to generate regular income such as interest payments or dividends while minimising risk and preserving capital, Income Cautious is ideal for you.
Income – Balanced
Income – Dynamic
Frequently Asked Questions
What is a Model Portfolio?
A Model Portfolio is a professionally designed selection (or basket) of mutual funds grouped together to match a specific investment strategy or risk level. By investing in a Model Portfolio, you automatically diversify your investment across multiple funds, helping to reduce overall risk and improve long-term return potential. It's a simple and efficient way to invest without needing to select individual funds yourself.
What are the criteria for the selection of funds?
The funds are selected based on the ratings given by Morningstar, an independent market leader in investment research. Morningstar’s professional financial analysts determine fund ratings based on past performance, as well as future market projections. Morningstar’s fund evaluation is based on five pillars, which are management team, fund house, investment process, yields and costs. This enables Morningstar to weigh the fund’s potential for outperforming similar funds.
How can I invest in a Model Portfolio?
You can start investing in a Model Portfolio by visiting one of our investment centres in Malta or Gozo. If you would like to know more about Model Portfolios, you can call us on (+356) 2557 4400 or send us an email at info@medirect.com.mt
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By using this website, you agree to be legally bound by MeDirect Investment Services Terms and Conditions. The information available through this website is intended to be used for information purposes only, is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities.
This website provides information about model portfolios made of mutual funds which are produced by various fund houses and distributed by MeDirect Bank Plc. All investment decisions must be based only on the legal offering documents. The legal offering documents (Key Information Document (KID), Prospectus/Base Prospectus and annual and semi-annual reports) are available free of charge at this website. Past performance is not a guarantee of future performance. If you invest you may lose some or all of the money you invest. The price of investments and any income can go down as well as up.