EQ Guide: Absolute Return Portfolio

These portfolios are created for clients who are uncomfortable with the the sharp swings that occur in stockmarket values but seek the potential for higher returns than available from investing in cash and government bonds.

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Guide Contents

The portfolio is invested across typically 20 funds with a range of investment strategies that are designed to generate positive returns even if markets generally do not rise. Typically fund managers in this space are not tied to any specific benchmark and have a wider set of investment instruments at their disposal. It is this increased level of flexibility and sophistication that provides the potential to generate positive returns that are not dependent on market direction.

Some Other EQ Guides

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Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are some tips on how to make your windfall work for you in the long run.

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EQ is a Chartered Financial Planning firm able to offer a wide range of services to private clients including tax optimisation, retirement income planning and estate planning.

Final Salary Pension Transfers
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The April 2015 Budget saw the most radical changes to the pensions landscape for a generation, but the new flexibility on offer is only available to personal pension holders. Members of final salary schemes can only access the new rules by transferring to a personal pension.

Saving Inheritance Tax
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This guide explains how planning ahead of time can provide for – and in most cases reduce – the amount of tax that is ultimately due on your estate.