Positive
Impact
Portfolios

Invest to solve social and environmental problems

For clients who want to maximise their impact and returns

Boasting a solid 7-year track record, Positive Impact is our flagship impact investing strategy, designed around the Sustainable Development Goals.

Watch the video to learn how we maximise impact and returns:

Diversified portfolios of actively managed funds running dedicated impact strategies

Invests in products and services that help to solve social and environmental problems
Award-winning impact reporting, designed to help clients connect to their money
Our positive impact approach naturally avoids controversial sectors
Globally diversified across asset classes
8 risk profiles ranging from 30-100% equity
Available for ISAs, SIPPs, GIAs and offshore bonds on a wide range of adviser platforms
Awarded a 5/5 star rating by Defaqto
Portfolio management fee: 0.33%0.2% (depending on AUM)
Underlying fund charges: ~0.6%

Are you an offshore adviser? Click here.

2020 Impact Report

Bi-annual updates

These updates showcase companies held by our Positive Impact and show how they contribute to the Sustainable Development Goals.

What we invest in

People

Planet

We support

We support

  • Affordable housing
  • Education
  • Financial inclusion and insurance
  • Healthcare
  • Sanitation
  • Social care
  • Sustainable food
  • Circular economy
  • Clean energy
  • Conservation of natural resources
  • Energy efficiency
  • Recycling
  • Sustainable infrastructure
  • Sustainable transport

We avoid

We avoid

  • Alcohol
  • Armaments and military contracting
  • Gambling
  • Poor labour standards
  • Tobacco
  • Unhealthy foods
  • Air freight
  • Coal
  • Mining
  • Oil majors
  • Palm oil
  • Poor environmental practices

Underlying holdings are mapped to the Sustainable Development Goals. Positive Impact maximises exposure to companies that make a positive impact:

See your impact

Our impact calculator tool lets you generate a PDF impact summary for your clients:

What impact could you make?

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Environmental impact

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Social impact

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This impact calculator illustrates the underlying positive impacts that companies in EQ’s Positive Impact Portfolios contribute to the world. This positive impact is ultimately generated by the end users or beneficiaries of the products and services of invested businesses; the data does not include positive impacts that result from non-material parts of invested businesses. For an in-depth explanation of our impact methodology, please click here

Platform availability

Our Positive Impact portfolios are available on the following platforms:
  • Aegon
  • Ascentric
  • Aviva
  • Embark
  • Fundment
  • Funds Network
  • Hubwise
  • Novia
  • Nucleus
  • Old Mutual Wealth
  • Parmenion
  • Praemium
  • 7IM
  • Standard Life
  • Transact
  • Zurich

Risk profiles

There are eight risk levels available with equity exposures ranging from 30% to 100%. To download factsheets please click on the links below:

Find out more

EQ Investors is an award-winning investment manager with a strong in-house research team. Click to find out more about our DFM service.
Admirably level-headed fund managers
Anthony Hilton, The Evening Standard For all enquiries about our DFM service and the Positive Impact portfolios, please get in touch: