Model Portfolio Capitalisation

MeDirect has created a Model Portfolio to let you invest efficiently and easily. This portfolio contains only capitalisation funds. The returns are reinvested automatically with the aim to grow your capital. Invest in a diversified portfolio with top funds in one step.

Years

UCI (Undertaking for Collective Investment)
Net Amount
Weighting

  •  Fund is the popular name for UCI (Undertaking for Collective Investment). A UCI is an undertaking that brings together several investors and invests their deposited money in various investment options, such as stocks, bonds, cash, etc., in order to spread the risk.
  •  Before you proceed with investing in these funds, you must read and evaluate the KIID and prospectus. The KIID sets out the objectives, investment policy, risks and benefits, and costs and past performance of the fund.
Initial amount invested
Monthly contribution over period
Total over period

Investing in financial markets and securities involves risk. Past performance is not a guarantee of future results. Investment losses may occur and investors could lose some or all of their investment in the fund.

For this simulation, your investment profile has not been taken into account. Investment products in the context of our "model portfolio" offer, can only be purchased on an "execution-only" basis; the suitability of investment orders against your individual profile will not be checked.