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MetLife – MetLife Defensive Secure Index Portfolio

MetLife

MetLife Defensive 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: 65% MetLife UK Fixed Interest Index fund, 20% MetLife UK Equity Index fund, 7% MetLife North American Equity Index fund, 4% MetLife Europe an Equity Index fund, 2% MetLife Japan Equity Index fund, 2% MetLife Far East Equity Index fund

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

Charges: Trustee investment plan – annual 0.7% plus additional charge for wrapper product, investment bond – annual 0.8% plus additional charge for wrapper product

Commission: Dependent on wrapper product

Tel: 0845 370 6040

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