EQ Guide: Low Cost Portfolios

EQ's Low Cost Portfolios are built mainly from passively managed tracker funds and so offer the benefit of low charges and high confidence of replicating index returns.

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Guide Contents

These portfolios are invested across typically 10-15 index tracking funds to provide a broad spread of different assets. The asset allocation mirrors our core portfolios but some asset classes such as the absolute return strategies are not available in formats we deem cheap enough. As a result, the allocation to Absolute Return within our Best Ideas portfolios will be split among other asset classes.

The asset allocation is regularly reviewed and adjusted to reflect our views on the potential returns from each market.

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