Invest to generate income

  • Invest in a diversified portfolio of 10 funds providing regular income
  • Designed to achieve a balanced risk profile
  • MeDirect works in partnership with Morningstar to select the best funds
Model Portfolio - Income

Overview of past performance

Annualised gross return

* The performance shown above is as at 31st October 2017. It is based on back tested data and calculated using the weighted average of the performance of funds included in the relevant Model Portfolios going back five years. For those funds with a shorter history, an index is used as a proxy for the fund performance. The asset allocation between the funds in the Model Portfolio remains static throughout the simulated back test. The returns are gross of MeDirect fees and net of fees charged by the fund managers. The performance is provided for illustrative purposes only and should not be viewed as expected Model Portfolio results. Past performance is not a guarantee of future results.

Important Information - the value of investments, and any income from them, can go up as well as down and you could get back less than you invest. If you are unsure of the suitability of your investment please seek financial advice. The tax treatment of your investments and any income from them can change and depends on individual circumstances.