EQ Investors

Website:  https://eqinvestors.co.uk/advisers

Introduction

EQ Investors (EQ) is a B  Corp discretionary fund manager focused on sustainable investing.

We have a 10-year track record running sustainable portfolios for a wide range of retail and professional clients. We manage active, passive, and bespoke portfolios.

Models

We offer three risk-mapped portfolio strategies, each with eight risk levels:

• Positive Impact: launched in 2012. Designed around the UN Sustainable Development Goals to address the biggest challenges faced by humanity.
• Future Leaders: launched in 2020. Combine a focus on the most responsible companies in each sector (ESG leaders), key exclusions and an overweight to sustainable themes.
• Climate Action: launched in 2022. Allow clients to align their financial goals with the global effort to reduce climate change risks and reach net zero.

Risk profiles: Defensive, Cautious, Cautious Plus, Balanced, Balanced Plus, Adventurous, Adventurous Plus.

Rebalance schedule

Quarterly

Charges

0.32% - 0.10% (no VAT) depending on strategy and AUM.

Consumer Duty

Fair Value and Target Market information can be found here

Contact

E: dfm-enquiries@eqinvestors.co.uk

T: 020 7488 718

Legal disclaimer

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