Positive
Impact
Portfolios

Invest in solutions to social and environmental challenges

The Positive Impact portfolios are managed with a dual mandate: to achieve long-term capital growth by investing in solutions that address the world's major social & environmental challenges.

A solid 10-year+ track record, Positive Impact is our flagship impact investing strategy, designed around the Sustainable Development Goals.

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    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: 0.32%—0.18% (depending on AUM)
    Underlying fund charges: ~0.6%

    Are you an offshore adviser? Click here.

    • DD Hub
    • Rated 5 stars by Defaqto
    • Risk Rated by Defaqto
    • Risk Profiled by Dynamic Planner
    • Risk Rated by EValue
    • FE Transmission
    • Fintegrate
    • Fintegrate
    • Selectapension

    2024 Impact Report

    Positive Impact Report 2024

    Quarterly 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:

    Comparison data as at May 2024. Source: EQ.

    See your impact

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

    What positive impacts have the companies in the EQ Positive Impact Portfolios had in the last year?

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    Read our 2024 Impact Report

    Investing (e.g. buying shares in a company) does not create these outputs and outcomes: they are instead generated by the activities of our underlying portfolio holdings. An investment can be associated with these measures based on company disclosures and share of ownership. The measures shown will differ depending on the amount invested and portfolio invested in. For an in-depth explanation of our methodology, visit Impact Calculator methodology

    Platform availability

    Our Positive Impact portfolios are available on the following platforms:
    • Abrdn
    • Aegon
    • Ascentric
    • Aviva
    • Fundment
    • Funds Network
    • Fusion Wealth
    • Hubwise
    • Novia
    • Nucleus
    • Parmenion
    • Praemium
    • Quilter
    • 7IM
    • Scottish Widows
    • Transact

    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. For all enquiries about our DFM service and the Positive Impact portfolios, please get in touch:
    Contact us