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MetLife – MetLife Balanced Secure Index Portfolio

MetLife

MetLife Balanced Secure Index Portfolio

Type: Capital-protected unit-linked fund of funds

Aim: Growth and capital protection by investing in six MetLife tracker funds

Minimum investment: Dependent on wrapper product

Investment split: 43% MetLife UK Equity Index fund, 25% MetLife North American Equity Index fund, 15% MetLife UK Fixed Interest Index fund, 12% MetLife European Equity Index fund, , 3% MetLife Far East Equity Index fund, 2% MetLife Japan Equity Index fund

Guarantee: Original capital returned in full plus lock-in of investment gains

Charges: Trustee investment plan – annual 1.85% plus additional charge for wrapper product, investment bond – annual 2.35% plus additional charge for wrapper product

Commission: Dependent on wrapper product

Tel: 0845 370 6040

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