Discretionary fund management

The EQ Positive Impact Portfolios are a fully managed investment solution combining social and environmental impact with market leading returns. Available in a range of risk profiles via adviser platforms.

Let your clients align their investments with their values

The EQ Positive Impact Portfolios invest in funds which can show that they are supporting companies taking steps to achieve a social or environmental impact as well as a financial return. Each investor has their own portfolio which is invested in a well-diversified mix of 15-20 funds and actively managed by EQ. They can be held on platform within ISA and SIPP wrappers, offshore bonds, or in a general investment account.

See the impact

You can see the impact your client’s investment has made in an instant using our online impact calculator.

Our Impact Report 2018 presents further evidence that investing in companies making a positive impact can be good for returns. Whether you look at revenues, profits, or employees, companies held by the EQ Positive Impact Portfolios are growing significantly faster than those in the FTSE 100 Index. They are also investing significantly more in research and development, have a smaller carbon footprint, and source a higher proportion of their energy from renewables.

Availability

Our DFM service is available on the following platforms:

How much do they cost?

EQ charges an investment management fee of 0.35% + VAT. This excludes fund charges and platform fees. Fund charges vary marginally by platform and portfolio risk grade around 0.7-0.8%. See factsheets for full details.

Defaqto rating

We are proud to say that the Positive Impact Portfolios have been awarded a 5/5 star rating by Defaqto.

Click here to login to Defaqto Engage.

Can I access other EQ portfolios?

At present our Best Ideas, Low Cost and Absolute Return portfolios are only available to EQ clients. If you would like to offer them to your clients then please get in touch.

Risk profiles

There are seven risk levels available, with the maximum equity exposure ranging from 35% to 98%. For details of each portfolio and its holdings, to download factsheets and see detailed performance data for each of our rated funds, 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 how we invest.

Admirably level-headed fund managers

Anthony Hilton, The Evening Standard
Damien Lardoux

Your Portfolio Manager: Damien Lardoux, CFA

Damien has managed our Positive Impact Portfolios since their launch and leads our research on social and environmental impact. He is a strong advocate for sustainable investing, presenting the case both for its financial and social benefits.

For all enquiries about our DFM service and the EQ Positive Impact Portfolios, please get in touch: