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This means, among other things, that by accepting the updated documents, you will have access to the full range of offerings of MeDirect Bank (Malta) plc, and that you can reach the bank and its services via the website https://www.medirect.com.mt.
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Invest smart and diversified
With the power of Morningstar. A carefully curated investment plan, developed with Morningstar’s expertise. Fully managed, globally diversified, and ready for your future.
Who is Morningstar?
Morningstar has long been at the forefront of delivering high-quality financial information to individual and professional investors. With over 12,000 employees across 32 countries, they are specialists in analyzing and evaluating financial providers. The Morningstar Rating is widely used throughout the financial sector as a benchmark for evaluating investment products.
Why choose this investment plan?
Global Diversification
Invest globally across different regions and sectors. This allows you to benefit from rapid developments without being overly exposed to any specific sector or region.
Quality-Driven
Morningstar has carefully assessed the fund providers and specific funds included in this plan. This ensures that you’re investing in stable, robust funds that can help you achieve your financial goals.
Long-Term Focus
Ideal for those who want to grow their wealth steadily without having to follow the markets daily.
Independent Selection
In collaboration with Morningstar – one of the most trusted sources of investment expertise.
What’s in the investment plan?
Your portfolio consists of a mix of carefully selected investment funds that cover various sectors and regions. These funds have been chosen based on Morningstar’s rigorous selection criteria.
How have our investment plans performed so far?
Curious about the difference in returns between our three investment profiles? The chart below shows how the different Core Investment Plans have performed in recent years. This gives you a better idea of which plan fits your goals.
Past performance is not a guarantee of future results.
The performance shown is based on gross returns, including product costs but excluding any potential service fees charged by MeDirect. All figures are expressed in euros. The performance data is based on internal MeDirect calculations and reflects past performance only. Past performance is not a reliable indicator of future performance. If you invest in a currency other than the euro, your return may be higher or lower due to currency fluctuations.
Who is this plan for?
This portfolio is ideal for investors who don’t have a specific preference for what to invest in, but want the confidence of knowing their money is invested in products approved by Morningstar’s experts.
This investment plan is perfect if you:
- Want peace of mind and simplicity in your investments without compromising on quality
- Are new to investing or prefer not to follow the markets daily
- Prefer a reliable, long-term investment strategy
Convinced?
Choose from investment profiles by Morningstar. You can view or adjust your portfolio anytime via our user-friendly mobile app.
This website provides information about investment funds. By using this website, you agree to be legally bound by the terms and conditions of MeDirect Investment Services. The information available on this website is not intended for distribution and does not constitute an offer to sell or a solicitation to buy any securities. The information and materials are provided for informational purposes only. All investment decisions should be based solely on the legal offering documents. The legal offering documents (Key Information Documents (KIDs), Prospectus/Base Prospectus, and annual and semi-annual reports) are available free of charge on this website.
Past performance is not a reliable indicator of future results. These products are produced by a selection of fund providers covered under this policy and are distributed by MeDirect Bank Plc. If you invest, you may lose some or all of your capital. The value of investments and any income from them can go down as well as up. This website provides information on model portfolios consisting of investment funds managed by various fund houses and distributed by MeDirect Bank Plc. All investment decisions must be based solely on the legal offering documents.