In recognition of its commitment to providing advisers with an excellent range of sustainable investment solutions, EQ Investors (EQ) has been given a Defaqto 5 Star Rating for its Discretionary Model Portfolio Service on platform.
What is a Defaqto rating?
Defaqto teams conduct independent research across a wide range of financial products and services.
The Star Ratings independently assess and analyse the key features and benefits of a DFM’s products, focusing on quality, transparency, and ability to support better decision-making. Star Ratings give each a rating of 1 to 5.
They provide an excellent, unbiased mechanism to help advisers – and their clients – see at a glance where a proposition sits in the market in terms of the quality it offers.
EQ’s Defaqto 5 Star Ratings indicates that these are some of the most comprehensive model portfolios available.
Sophie Kennedy, Joint CEO & Head of Investing:
“The fact that EQ has achieved and maintained a 5 Star rating for six years, makes us very proud. We’ve worked hard to develop a sustainable investment range that meets the needs of today’s advisers. This recognition for both our Positive Impact and Future Leaders portfolios confirms that they are a compelling proposition for advisers and their clients.
“We thank advisers for their ongoing support and look forward to announcing further service developments shortly.”