MODEL PORTFOLIOS

Sustainable MeGreen

Put your money where your heart is, and take a stake in 5 funds that are kind to both people and planet
— selected with NN Investment Partners

Fees
ONE-OFF ENTRY FEESTAX ON ENTRYCUSTODY FEES (ANNUAL)TAX ON RETURNSONE-OFF EXIT FEESTAX ON EXIT
NoneNoneNoneCapital 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. None1.32% (max. €4000 per fund)

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
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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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