Invest to generate income

  • Invest in a diversified portfolio of 10 funds, providing regular income
  • Most of the income received from underlying holdings will be distributed to the holder of the portfolio
  • 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 May 2018. 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 one, three and five years respectively. 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.

MeDirect Bank (Malta) plc is regulated by the Malta Financial Services Authority. The value of investments can fall as well as rise and the repayment of the investment is not guaranteed. Past performance is not a guarantee of future results. T&Cs apply.