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 five 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).

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:

Cautious Cautious Plus Balanced Balanced Plus Adventurous Adventurous Plus High Octane

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.

Meet the team

Damien LardouxPortfolio 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.

Terri Jones, Business Development Manager

Terri works closely with EQ’s Portfolio Managers and is responsible for introducing advisers to our discretionary investment management services. She looks to build and managed long-term relationships with mutually beneficial outcomes. Prior to joining EQ in 2016, she spent more than six years at the Tilney Group, undertaking business development and client relationship roles.

John is the CEO of EQ. After gaining an MA in Engineering at Clare…
John Spiers
CEO
Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a…
Kasim Zafar
Portfolio Manager
Josh is an investment analyst supporting the portfolio managers. He is responsible for macro-economic…
Josh Seager
Investment Analyst
Tertius joined EQ after succesfully completing a graduate internship in 2016. The newest member…
Tertius Bonnin
Junior Investment Analyst