Sustainable
World
Portfolios

Invest to achieve positive outcomes for the environment and society

The EQ Sustainable World portfolios are managed with a dual mandate: to achieve long term capital growth by prioritising sustainability outcomes, investing through a multi-lens sustainability framework.

Sustainability issues are all around us and investors have a crucial role to play. The EQ Sustainable World strategy offers a diversified portfolio revolving around three key pillars: Impact Solutions, ESG Leaders & Climate Focus. These portfolios draw on the best ideas from EQ’s investment team who have over 10 years of experience investing across these sustainable pillars.

Impact Solutions

Companies whose core products & services contribute towards progress on the UN Development Goals.

Objectives

Portfolios will achieve higher alignment to the UN Goals vs market benchmark*, and report on associated impact metrics.

ESG Leaders

Companies that are best at managing environmental, social and governance risks (ESG).

Objectives

Portfolios will achieve higher alignment to companies with low and negligible ESG risks vs market benchmark*.

Climate Focus

Companies showing climate leadership: climate solutions, low carbon leaders and those on a science-based transition.

Objectives

Portfolios will show increasing science-based climate target coverage in line with 100% by 2040. Portfolios will achieve lower carbon footprint (Scopes 1,2,3) lower than market benchmark*.

Globally diversified & risk managed multi-asset portfolios.

Emphasis on stewardship underpins active ownership approach.

Available on platform for ISAs, SIPPs and GIAs.

Portfolio management fee: 0.32%—0.18% (excluding VAT) based on assets under management.

Hybrid portfolios keep costs low – underlying fund charges: ~0.45%.

All funds exclude ESG laggards and controversies, as well as controversial sectors.

Read our latest quarterly case studies Click here.