We are pleased to announce that we are reducing our annual discretionary fund management (DFM) charges from 1 July 2020:
- VAT will no longer be chargeable on our DFM Model Portfolio Service.
- We are reducing our standard charge for the EQ Positive Impact Portfolios from 0.35% to 0.33%.
- For firms investing over £5 million with EQ Investors (EQ) we are further reducing our charges:
| Total assets managed by EQ: | Future Leaders [1] |
Positive Impact [2] |
| < £5 million | 0.25% | 0.33% |
| £5–15 million | 0.20% | 0.30% |
| £15–30 million | 0.15% | 0.25% |
| > £30 million | 0.125% | 0.20% |