Discretionary Fund Management Service

The EQ Positive Impact Portfolios are our flagship range of risk-rated, ethical investment portfolios. As a financial adviser, you can now offer them to your clients via our Discretionary Fund Management (DFM) service on seven investment platforms.

About the portfolios

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 20-25 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.

They can be used as a stand-alone investment solution for those who view social and environmental considerations as paramount to their investment objectives, or as separate specialist portfolios.

Who are they for?

Established in 2012, these portfolios are for clients that:

  • Are seeking strong financial returns over the long term.
  • Prefer to invest in industries and businesses that aim to deliver social and environmental benefits through their activities.
  • Are concerned about the damage that certain industries and types of business can cause to society and the physical environment.

Stockmarkets are volatile and so in all cases we advocate a minimum time horizon of five years (although portfolios can usually be liquidated on seven days notice).

Upcoming event: Future clients will demand impact. Are you ready?

Learn more about the rising demand for impact investments at our free seminar for advisers:

Wednesday, 11 October 2017
15:00 – 17:30

Two of our impact fund managers will presenting alongside EQ Portfolio Manager, Damien Lardoux.

This event is being hosted as part of Good Money Week 2017.

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:

Platform availability

Our DFM service is available on the following platforms:

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).

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.

Can I access other EQ portfolios?

At present, our Best Ideas, Low Cost, Income 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.

Where can I find out more?

For all enquiries about our DFM service for advisers, and the EQ Positive Impact Portfolios, please contact Damien Lardoux, Portfolio Manager.

About EQ

EQ Investors is an award-winning investment manager with a strong in-house research team.

Admirably level-headed fund managers

Anthony Hilton, The Evening Standard
Click to find out more about who we are and how we invest.

Damien LardouxYour Portfolio Manager: Damien Lardoux, CFA

Damien has managed our Positive Impact, Low Cost and Income portfolios since their launch and leads our research on social and environmental impact as well as commercial property. He is a strong advocate for sustainable investing, presenting the case both for its financial and social benefits. Before joining EQ in 2012, he spent 4 years as an investment manager at Bank of America Merrill Lynch.