MODEL PORTFOLIOS
MeGlobal
Spread your money across 11 different funds with this diversified portfolio
— developed in collaboration with Morningstar
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Fees
| ONE-OFF ENTRY FEES | TAX ON ENTRY | CUSTODY FEES (ANNUAL) | TAX ON RETURNS | ONE-OFF EXIT FEES | TAX ON EXIT |
|---|---|---|---|---|---|
| None | None | None | Capital gain tax applicable to the sale of mutual funds which consist of more than 10% of fixed-income products: a tax of 30% is charged on the realized added value of the fixed-income part of the fund. The capital gain is defined as interest income plus any capital gains recorded minus any capital losses recorded. | None | 1.32% (max. €4000 per fund) |
- These funds have no maturity date.
- You may view the latest net asset value of each fund on www.beama.be.
- You can start investing in an investment plan starting from 2.500EUR
- It is possible that these funds apply swing pricing. Please consult the prospectus' for more information.
Pros
- Diversification over different funds with a balanced risk profile
- Selection of distribution funds that pay out dividend on a regular basis
- Same terms as buying funds yourself: no entry or exit fees
Cons
- A balanced profile does not mean that losses cannot occur
- No monitoring of your portfolio by MeDirect
Should you have any complaints, you may contact Compliance Officer MeDirect, Keizerinlaan 66 Boulevard de l’Impératrice, B-1000 Brussels or via [email protected] or Ombudsfin, Ombudsman for financial disputes, North Gate II, Koning Albert II – laan 8 bus 2, 1000 Brussel or via [email protected]
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