Model Portfolio ‘Mixed Fund’

In one step you invest in a diversified portfolio of 13 mixed capitalisation funds*. The potential income from these funds will be automatically reinvested with the aim of growing your capital.

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

* The mixer fund on the website of MijnKapitaal lists 14 funds. One fund is not included in this Model Portfolio, as this fund charged entry costs in the past, which is contrary to our philosophy of no entry or exit fees. These entry fees are currently not applicable anymore and we will add this fund in the near future. Should you wish to do so, you can buy this individual fund separately through the MeDirect fund navigator without entry or exit fees.

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.