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GOAL BASED SELECTIONS MODEL PORTFOLIOS

School Fees Funder

This is a selection of 4 funds designed for more aggressive growth to build a capital sum in the medium term (10 years) for objectives like covering school or university fees.

Who is it for?

Parents and grandparents looking to save over the medium term (10 years) for education fees, whether it be school or university fees.

Time horizon:

Level of risk:

Funds in this selection:

  (i) Name Weighting
(%)
FE Crown
Rating
FE Risk
Score
Performance(%)
3yr5yr
- advertisement - - -

School Fee Funder – clear & transparent pricing

Initial Charge:
(Charge levied on investing)
0%

Annual Management Charge* (AMC): 0.79%

Platform Fee**: 0.25%

Purchase Fee (lump sum): £40

Purchase Fee (monthly): £8

Minimum investment (£):  

Lump Sum  : £200      Monthly :  £200

* Annual management charge is levied by the fund manager and is calculated on the weighted average of portfolio constituents.

** The Trustnet Direct platform fee is 0.25% capped at £200 per annum. For full details view our charges page.

Last Updated: '01/03/2017'


IMPORTANT INFORMATION: The Trustnet Direct Model Portfolios and Goal-Based Selections are put together by FE Research and are intended as a suggested portfolio of funds only. Trustnet Direct is an execution-only service and we do not offer advice. The composition of the portfolios may change over time and we may update the information on this website accordingly. If you choose to invest in a portfolio you will be investing in the composition of the portfolio at that point in time – any subsequent updates to funds or weightings of the portfolio will not be automatically reflected in your investments. The selection and ongoing management of the portfolios and the funds they contain is entirely your responsibility.

RISK WARNING: Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

Mortgage Buster

This selection of 4 funds aims to take a longer-term view (20 years) in order to grow a significant capital sum that can pay off an outstanding mortgage sum early or be used to set against an interest only mortgage or second home.

Who is it for?

People who are looking to reduce or remove the burden of mortgage interest rates in the longer term, particularly holders of interest only mortgages.

Time horizon:

Level of risk:

Funds in this selection:

  (i) Name Weighting
(%)
FE Crown
Rating
FE Risk
Score
Performance(%)
3yr5yr
- advertisement - - -

Mortgage Buster – clear & transparent pricing

Initial Charge:
(Charge levied on investing)
0%

Annual Management Charge* (AMC): 0.75%

Platform Fee**: 0.25%

Purchase Fee (lump sum): £40

Purchase Fee (monthly): £8

Minimum investment (£):  

Lump Sum  : £150      Monthly :  £150

* Annual management charge is levied by the fund manager and is calculated on the weighted average of portfolio constituents.

** The Trustnet Direct platform fee is 0.25% capped at £200 per annum. For full details view our charges page.

Last Updated: '01/03/2017'


IMPORTANT INFORMATION: The Trustnet Direct Model Portfolios and Goal-Based Selections are put together by FE Research and are intended as a suggested portfolio of funds only. Trustnet Direct is an execution-only service and we do not offer advice. The composition of the portfolios may change over time and we may update the information on this website accordingly. If you choose to invest in a portfolio you will be investing in the composition of the portfolio at that point in time – any subsequent updates to funds or weightings of the portfolio will not be automatically reflected in your investments. The selection and ongoing management of the portfolios and the funds they contain is entirely your responsibility.

RISK WARNING: Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

Retirement Booster

This selection of four funds aim to build retirement capital over the longer term (10 - 20 years) and could work best within a tax efficient SIPP, which is an option in this package.

Who is it for?

Whether you have a company pension that needs supplementing or are making your own retirement provisions, these funds are designed to grow capital over the longer term.

Time horizon:

Level of risk:

Funds in this selection:

  (i) Name Weighting
(%)
FE Crown
Rating
FE Risk
Score
Performance(%)
3yr5yr
- advertisement - - -

Retirement Booster – clear & transparent pricing

Initial Charge:
(Charge levied on investing)
0%

Annual Management Charge* (AMC): 0.66%

Platform Fee**: 0.25%

Purchase Fee (lump sum): £40

Purchase Fee (monthly): £8

Minimum investment (£):  

Lump Sum  : £190      Monthly :  £190

* Annual management charge is levied by the fund manager and is calculated on the weighted average of portfolio constituents.

** The Trustnet Direct platform fee is 0.25% capped at £200 per annum. For full details view our charges page.

Last Updated: '12/09/2016'


IMPORTANT INFORMATION: The Trustnet Direct Model Portfolios and Goal-Based Selections are put together by FE Research and are intended as a suggested portfolio of funds only. Trustnet Direct is an execution-only service and we do not offer advice. The composition of the portfolios may change over time and we may update the information on this website accordingly. If you choose to invest in a portfolio you will be investing in the composition of the portfolio at that point in time – any subsequent updates to funds or weightings of the portfolio will not be automatically reflected in your investments. The selection and ongoing management of the portfolios and the funds they contain is entirely your responsibility.

RISK WARNING: Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

Regular ISA Saver

This four-fund, growth-focused selection picks some of the current best performing funds and lets you invest up to £1,270 per month in an ISA to utilise your full annual tax-free allowance. This spreads the cost of investing the full ISA allowance of £15,240 over the whole year in manageable chunks.

Who is it for?

Investors looking for growth within a tax-efficient wrapper, but who might struggle to conjure up nearly £15,240 in a lump sum during any tax year.

Time horizon:

Level of risk:

Funds in this selection:

  (i) Name Weighting
(%)
FE Crown
Rating
FE Risk
Score
Performance(%)
3yr5yr
- advertisement - - -

Regular ISA Saver – clear & transparent pricing

Initial Charge:
(Charge levied on investing)
0%

Annual Management Charge* (AMC): 0.63%

Platform Fee**: 0.25%

Purchase Fee (lump sum): £40

Purchase Fee (monthly): £8

Minimum investment (£):  

Lump Sum  : £200      Monthly :  £200

Buy our Regular ISA Saver
ready-made selection of 4 funds for just £10
SAVE £30

Assembled by our research team, these 4 funds are built for
growth.

Invest a lump sum at a discounted price of just £10 for all four funds instead of £40.

* Annual management charge is levied by the fund manager and is calculated on the weighted average of portfolio constituents.

** The Trustnet Direct platform fee is 0.25% capped at £200 per annum. For full details view our charges page.

Last Updated: '01/03/2017'


IMPORTANT INFORMATION: The Trustnet Direct Model Portfolios and Goal-Based Selections are put together by FE Research and are intended as a suggested portfolio of funds only. Trustnet Direct is an execution-only service and we do not offer advice. The composition of the portfolios may change over time and we may update the information on this website accordingly. If you choose to invest in a portfolio you will be investing in the composition of the portfolio at that point in time – any subsequent updates to funds or weightings of the portfolio will not be automatically reflected in your investments. The selection and ongoing management of the portfolios and the funds they contain is entirely your responsibility.

RISK WARNING: Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

The Accumulator

This core selection of funds aims to grow invested capital over the longer term (20 years) whilst trying to keep charges relatively low. This portfolio will take more risk in order to seek out capital growth.

Who is it for?

Investors looking to grow their capital and can take a longer-term view.
This tends to be appropriate for investors who are younger and can accept higher risk for higher returns although values may fluctuate in the shorter term.

Time horizon:

Level of risk:

Funds in this selection:

  (i) Name Weighting
(%)
FE Crown
Rating
FE Risk
Score
Performance(%)
3yr5yr
- advertisement - - -

The Accumulator – clear & transparent pricing

Initial Charge:
(Charge levied on investing)
0%

Annual Management Charge* (AMC): 0.60%

Platform Fee**: 0.25%

Purchase Fee (lump sum): £70

Purchase Fee (monthly): £14

Minimum investment (£):  

Lump Sum  : £200      Monthly :  £200

* Annual management charge is levied by the fund manager and is calculated on the weighted average of portfolio constituents.

** The Trustnet Direct platform fee is 0.25% capped at £200 per annum. For full details view our charges page.

Last Updated: '12/09/2016'


IMPORTANT INFORMATION: The Trustnet Direct Model Portfolios and Goal-Based Selections are put together by FE Research and are intended as a suggested portfolio of funds only. Trustnet Direct is an execution-only service and we do not offer advice. The composition of the portfolios may change over time and we may update the information on this website accordingly. If you choose to invest in a portfolio you will be investing in the composition of the portfolio at that point in time – any subsequent updates to funds or weightings of the portfolio will not be automatically reflected in your investments. The selection and ongoing management of the portfolios and the funds they contain is entirely your responsibility.

RISK WARNING: Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

The Consolidator

This core selection of funds aims to protect wealth from excessive risk and the effects of inflation to preserve the value of an investor’s capital. It aims to spread risk across a number of historically successful funds over a 10-year time horizon.

Who is it for?

Investors approaching retirement that aim to maintain the real value of their investments rather than taking excessive risk, which might, in the short term, reduce the capital value.

Time horizon:

Level of risk:

Funds in this selection:

  (i) Name Weighting
(%)
FE Crown
Rating
FE Risk
Score
Performance(%)
3yr5yr
- advertisement - - -

The Consolidator – clear & transparent pricing

Initial Charge:
(Charge levied on investing)
0%

Annual Management Charge* (AMC): 0.54%

Platform Fee**: 0.25%

Purchase Fee (lump sum): £70

Purchase Fee (monthly): £14

Minimum investment (£):  

Lump Sum  : £200      Monthly :  £200

* Annual management charge is levied by the fund manager and is calculated on the weighted average of portfolio constituents.

** The Trustnet Direct platform fee is 0.25% capped at £200 per annum. For full details view our charges page.

Last Updated: '01/03/2017'


IMPORTANT INFORMATION: The Trustnet Direct Model Portfolios and Goal-Based Selections are put together by FE Research and are intended as a suggested portfolio of funds only. Trustnet Direct is an execution-only service and we do not offer advice. The composition of the portfolios may change over time and we may update the information on this website accordingly. If you choose to invest in a portfolio you will be investing in the composition of the portfolio at that point in time – any subsequent updates to funds or weightings of the portfolio will not be automatically reflected in your investments. The selection and ongoing management of the portfolios and the funds they contain is entirely your responsibility.

RISK WARNING: Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

Income Generator

This core selection of funds aims to provide regular income without eroding the original capital investment. It invests in a diversified selection of income-generating funds that have historically performed better than others in their sector.

Who is it for?

Investors who require an income from their investments (typically non-earning or retired people), instead of capital growth.

Time horizon:

Level of risk:

Funds in this selection:

  (i) Name Weighting
(%)
FE Crown
Rating
FE Risk
Score
Performance(%)
3yr5yr
- advertisement - - -

The Income Generator – clear & transparent pricing

Initial Charge:
(Charge levied on investing)
0%

Annual Management Charge* (AMC): 0.70%

Platform Fee**: 0.25%

Purchase Fee (lump sum): £70

Purchase Fee (monthly): £14

Minimum investment (£):  

Lump Sum  : £200      Monthly :  £200

* Annual management charge is levied by the fund manager and is calculated on the weighted average of portfolio constituents.

** The Trustnet Direct platform fee is 0.25% capped at £200 per annum. For full details view our charges page.

Last Updated: '12/09/2016'


IMPORTANT INFORMATION: The Trustnet Direct Model Portfolios and Goal-Based Selections are put together by FE Research and are intended as a suggested portfolio of funds only. Trustnet Direct is an execution-only service and we do not offer advice. The composition of the portfolios may change over time and we may update the information on this website accordingly. If you choose to invest in a portfolio you will be investing in the composition of the portfolio at that point in time – any subsequent updates to funds or weightings of the portfolio will not be automatically reflected in your investments. The selection and ongoing management of the portfolios and the funds they contain is entirely your responsibility.

RISK WARNING: Trustnet Direct does not provide advice on the suitability of investments. It is an execution-only service. If you are unsure about the suitability of investments, seek independent financial advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance is no guarantee of future performance.

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