EQ Investors

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


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.


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



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

Consumer Duty

Fair Value and Target Market information can be found here


E: dfm-enquiries@eqinvestors.co.uk

T: 020 7488 718

Legal disclaimer

This publication is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. This content has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice. Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content in this publication prepared or provided by third parties, nor the accuracy and completeness of that content.

Aviva's dedicated site for UK financial advisers only. Not for use with customers, if you're a customer please go to www.aviva.co.uk