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MetLife UK – Investment Bond

MetLife UK

Investment Bond

Type: Unit-linked bond

Aim: Growth and income by investing in a range of best of breed funds, managed portfolio funds and secure capital portfolio funds

Minimum investment: Lump sum £20,000

Fund links: Five managed portfolio funds, four secure capital portfolios and 40 externally managed ‘best of breed’ funds from 10 fund management groups

Allocation rates: Maximum allocation option 100.5-102.5%, fully accessible option 95.5-97.5%

Switches: Unlimited free switches

Options: Secure capital option

Charges: Maximum allocation option – establishment charge annual 1% for first five years, fully accessible option initial 2.5-4.5%, annual 1.1%, guarantee charges guarantee charges range between 0.7 per cent and 2.35 per cent, fund charges annual 0.1-0.95% depending on fund

Commission: Subject to negotiation

Tel: 0845 370 6040


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