Trustee Retirement Portfolio

Funds

As well as the opportunity to secure the value of your original investment, you will also want the potential for your investment to grow. We offer a range of risk-rated portfolios all of which have been carefully selected and are constantly reviewed by Morningstar, a leading provider of investment research for over 20 years.

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The MetLife Index Portfolios

Our range of Index Portfolios offer varying equity exposure and track all the major stock markets, as well as investing in fixed interest assets for stability. Our guarantees are available on our Defensive, Conservative and Cautious Index Portfolios. You can decide to invest all your money in one portfolio or across a number of them.

The MetLife Managed Portfolios

Our range of carefully built Managed Portfolios has been designed to make it easier for you to create an investment strategy that meets your particular goals and risk profile. All the portfolios invest in external funds from leading investment companies and are re-balanced regularly to ensure they continue to meet their objectives and satisfy our criteria. Our guarantees are not available on our Managed Portfolios.

The MetLife Cash Fund

In additional to our range of portfolios, you can also choose to invest in the MetLife Fidelity Cash Fund. This is a straightforward fund that invests in cash investments only.

Please contact your Financial Adviser to find out more about our fund range and to discuss which options are suitable for you.

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For Retirement Products

To ensure you make the right decisions to help you to achieve your financial freedom, you should contact your independent financial adviser (IFA).

Find an IFA via unbiased.co.uk

How the Trustee Retirement Portfolio works

Products & Services

Make sure you read this Special Report by Dr. Ros Altmann for a complete understanding of the issues affecting you in retirement - what's changed, why and what to do next.

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