EQ Investors reduces sustainable DFM service charges for advisers

New charging structure effective 1 July 2021.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by EQ Investors, 1st July 2021

EQ Investors (EQ), is pleased to announce that it is reducing its annual discretionary fund management (DFM) charges with effect from 1 July.

  1. EQ is reducing its standard charge for the EQ Future Leaders (passive) Portfolios from 0.25% to 0.24%.
  2. EQ is reducing its standard charge for the EQ Positive Impact (active) Portfolios from 0.33% to 0.32%.
  3. For firms investing over £60 million with EQ a new tier has been introduced with charges set at 0.10% for Future Leaders and 0.18% for Positive Impact respectively.

Our new charging structure will be available to all existing and new clients:

Total assets managed by EQ:

EQ Future Leaders Portfolios

EQ Positive Impact Portfolios

< £5 million 0.24% 0.32%
£5–15 million 0.20% 0.30%
£15–30 million 0.15% 0.25%
£30 –60 million 0.125%* 0.20%
> £60 million (NEW) 0.10% 0.18%

Sophie Kennedy, Joint CEO at EQ commented:

“We hope this new tier will be attractive not only to our existing IFA partners, but to intermediary firms and their clients that are looking to invest sustainably and haven’t worked with EQ before.

“Our ability to continually reduce our charges is possible as we pass on economies of scale advantages to our clients. At the core of our strategy is a commitment to ensure clients benefit directly from the continued success of the business.

“Sustainable investing is increasingly popular with IFAs and their clients. Our portfolios are now available on over 17 platforms and we are seeing unprecedented interest from the adviser community.”

*Costs may vary depending on which platform you use, and will be rounded up for platforms that do not accommodate the use of preferred share classes.


    EQ Investors

    Recent posts: