Model Portfolio Income
We have created a diversified portfolio designed to provide you with regular income from your investments.
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Model Portfolio Income
Past performance
* This chart shows the historical evolution of the value of the model portfolio calculated on the basis of the historical net asset value ("NAV") of the funds in this model portfolio. The valuations shown have been rebased to 100. If you invest in this Product you may lose some or all of the money you invest. The value of your investment may go down as well as up. The income you get from this investment may go down as well as up. The performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. A commission or sales fee may be charged at the time of the initial purchase. Please refer to the Tariffs & Charges Schedule for Investment Services. NAV source: Morningstar.
Portfolio composition
Equities
43.23%
Bonds
53.89%
Cash
2.11%
Other
0.8%
Data is as at 19/09/2019

Good to know

1
Start investing from €5,000.
2
Diversified over 10 different distribution funds.
3
Designed to achieve a balanced risk profile.
4
In partnership with Morningstar to select the best funds.
5
Most of the income received from underlying holdings will be distributed to the holder of the portfolio.
6
Entry fee ranging from 0.5% to 1% depending on the amount invested.
7
Monitor your portfolio online 24/7.
© Copyright 2019 Morningstar. All rights reserved.

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What is a Model Portfolio?
A Model Portfolio is a basket of mutual funds. By investing in a Model Portfolio, you spread your investment over a selection of funds, which helps to mitigate the overall risk of your portfolio. This enables you to invest your money efficiently and diversify your portfolio at one go.
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