A diversified portfolio with a focus on returns

The MeDirect Wealth Management, based on a strategic asset allocation and the selection of the best funds, in collaboration with the Morningstar experts, is paying off. The final result over the past 5 years is therefore positive and contributes in achieving healthy long-term returns (of 5 years or more), which is the aim of MeDirect Wealth Management.

Choose This Plan
Historical performance over 1, 3, 5 and 10 years
The below table mentions the annualised and simulated gross returns (management fee (max. 0,90%) and possible taxes excluded). More info on our wealth management fees. Past performances are no guarantee for future results.
1 year3 years5 years10 year
Start date — end date1-Jan-19 — 31-Dec-19 1-Jan-17 — 31-Dec-19 1-Jan-15 — 31-Dec-19 1-Jan-10 — 31-Dec-19
Defensive
Benchmark defensive
+5,06%
+7,44%
+1,82%
+2,61%
+2,21%
+2,86%
+4,50%
+4,36%
Conservative
Benchmark conservative
+7,29%
+9,93%
+2,66%
+3,69%
+3,20%
+4,15%
+5,74%
+5,77%
Balanced
Benchmark balanced
+11,20%
+14,61%
+3,54%
+5,17%
+4,31%
+5,61%
+7,16%
+7,30%
Growth
Benchmark growth
+15,02%
+19,44%
+4,48%
+6,67%
+5,04%
+6,86%
+8,01%
+8,44%
Dynamic
Benchmark dynamic
+18,18%
+23,97%
+5,43%
+7,96%
+5,74%
+7,93%
+8,66%
+9,46%