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MetLife – MetLife Balanced Secure Index Portfolio


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


Advice you can bank on

Institute of Financial Planning chief executive Nick Cann believes banks are well placed to take financial planning to the next level and predicts that major names will enter the fray within five years.


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