EQ Rated Funds

These are the current EQ top fund picks in each sector which form the core of our model portfolios. Less than 10% of all active fund managers consistently beat their benchmarks over the long term, so we are prepared to use low cost tracker funds unless we are convinced about the potential for outperformance.

Fund typeManaged by
Alternatives - Directional Trading
MontLake DUNN WMA Institutional UCITS FundOEICDr Daniel Dunn & Dr Roberto Osorio
A 100% systematic trend following program that is adaptive to the market risk environment and the trend characteristics prevalent at any time. The portfolio encompasses global financial, energy, metal and agriculture futures markets.
Alternatives - Event Driven
Lumyna PSAM Global Event UCITSOEICP. Schoenfeld Asset Management
The fund invests in companies involved in corporate events such as mergers or acquisitions on a global basis.
Alternatives - Long / Short
Janus Henderson UK Absolute ReturnOEICLuke Newman and Ben Wallace
A long / short equity fund which follows a market neutral strategy, aiming to achieve a positive return independent to the direction of stock markets.
Man GLG Innovation EquityOEICPriya Kodeeswaran
GLG Innovation Alpha is a global equity market neutral fund with a focus on companies that are either innovating or rapidly changing. Often these companies will see significant dispersion of predicted earnings by the analyst community.
Merian Global Equity Absolute ReturnOEICIan Heslop, Amadeo Alentorn and Mike Servent
A long / short market neutral strategy which aims to achieve a positive return irrespective of whether markets are rising or falling.
Alternatives - Multi Strategy
Blackrock Style AdvantageOEICKed Hogan & Philip Hodges
The BlackRock Style Advantage Fund is designed to provide attractive, diversified risk-adjusted returns with low correlation to the major equity and bond markets. The fund invests in a diverse set of long/short portfolios, each of which represents exposure to a specific “style factor” that has been proven to outperform over long time periods of time.
Invesco Perpetual Global Targeted IncomeOEICSebastian Mackay, Richard Batty, Gwilym Satchell
An absolute return mandate attempting to deliver a positive total return in all market conditions over a three year rolling period, targeting an income of 3.5% per annum over UK 3 month Libor.
Bonds - Corporate Bond Investment Grade
BMO Responsible Sterling BondOEICRebecca Seabrook
A fixed income fund that invest in corporate bonds selected after both a negative and positive screening.
Royal London Duration Hedged CreditOEICPaola Binns & Shalin Shah
A fixed income fund that invests predominantly in investment grade sterling corporate bonds, with a limited exposure to interest rate risk
Bonds - Flexible Bonds
Janus Henderson Strategic BondOEICJohn Pattullo and Jenna Barnard
A fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.
TwentyFour Dynamic BondOEICEoin Walsh and Gary Kirk
An unconstrained fixed income fund that invests in a broad range of bonds and fixed-income assets, managed by a team of industry veterans who were involved in the development of the fixed income markets over the last 25 years.
Bonds - Government
Vanguard UK Government Bond IndexOEICGregory Davis
A fund that looks to track the performance of UK government bonds
Vanguard US Government Bond IndexOEICGregory Davis
A fund that looks to track the performance of US government bonds
Bonds - High Yield
AXA Pan European High Yield BondUnit TrustJames Gledhill
A fund focusing on the European high yield bond market
Bonds - Investment Grade
Allianz Green BondOEICHervé Dejonghe & Julien Bras
The fund invests into green bonds, which are bonds raised to finance projects meeting specific environmental criteria. Allianz Green Bond is one of the first funds focusing on this relatively new and fast growing asset class.
Bonds - Investment grade
EdenTree Amity Short Dated BondOEICChris Hiorns & David Katimbo-Mugwanya
EdenTree Amity Short Dated Bond fund is a high quality investment grade only bond fund, with its strategy built upon a “profit with principles” approach which is achieved by investing responsible in sustainable businesses.
Bonds - Investment Grade
Edentree Amity Sterling BondOEICRobin Hepworth & Chris Hiorns
A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practices
L&G Short Dated Sterling Corporate Bond IndexUnit TrustChad Rakvin
A fund that tracks the performance of investment grade sterling corporate bonds  with maturities of 1-5 years
L&G Sterling Corporate Bond IndexUnit TrustChad Rakvin
A fund that looks to track the performance of Sterling corporate bonds of investment grade quality
Liontrust Sustainable Future Corporate BondOEICStuart McMaster, Kenny Watson & Aitken Ross
A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practices
Muzinich Enhanced Yield Short Term BondOEICTatjana Greil Castro
A fixed income fund investing in global bonds across the credit spectrum with short terms to maturity.
Rathbone Ethical BondOEICBryn Jones
A fixed income fund that focuses on the bonds of UK corporates that are engaged in activities with a benefit to society and the environment
Royal London Corporate BondOEICJonathan Platt
A fixed income fund that invests predominantly in investment grade sterling corporate bonds.
Royal London Sustainable Managed IncomeUnit TrustRichard Nelson
A fixed income fund that invests primarily in corporate bonds issued in the UK and selected by an experienced sustainability team.
Threadneedle UK Social BondOEICSimon Bond
A fund that focuses on the corporate bonds of UK corporates and institutions which make a positive contribution to society.
TwentyFour Monument BondOEICBen Hayward
A fixed income fund investing exclusively in lower risk Asset Backed Securities across Europe.
Bonds - Relative Value
Goldman Sachs Global Strategic Macro BondSICAVIain Lindsay & Jonathan Xiong
The fund invests in global fixed income markets, focused mostly on developed market interest rates and currencies. The investment philosophy is focused on macroeconomic fundamentals and takes both long and short positions across markets.
Bonds - Strategic Bonds
Hermes Multi-Strategy CreditOEICFraser Lundie
A fund investing across the full spectrum of credit asset classes, structurally allocating to the best long ideas as well as defensive trades to protect the portfolio in a market downturn.
Equities - Asia
Fidelity AsiaOEICTeera Chanpongsang
An equity fund investing in stocks throughout the Pacific Basin, excluding Japan.
Hermes Asia ex-Japan EquityOEICJonathan Pines
A fund that follows a contrarian strategy, investing in large sized companies in the Pacific basin.
Impax Asian Environmental MarketsOEICDavid Li & Bruce Jenkyn-Jones
A fund that looks to deliver a portfolio of Asian stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
Janus Henderson Asian Dividend IncomeUnit TrustMichael Kerley
A fund investing in high yielding companies in the Asia region.
L&G Pacific IndexUnit TrustChad Rakvin
A fund that looks to track the performance of Asia Pacific ex-Japan equities
Stewart Investors Asia Pacific LeadersOEICDavid Gait
The First State Asia Pacific Leaders Fund focuses on large cap stocks with a minimum market cap of $1bn. The fund utilises a team of 22 well-seasoned Asian equity specialists through a stable and well-defined process to uncover compelling stock ideas to construct a high conviction portfolio.
Equities - Emerging Markets
BMO Responsible Global Emerging Markets Equity FundSICAVSam Mahtani & Jeff Chowdhry
The fund invests in stocks within Emerging Market countries, looking for companies that fit within six themes which are engaged in positive change on society and renewable energy, and supportive of long term growth.
Hermes Global Emerging MarketsOEICGary Greenberg
An equity fund investing predominately in stocks of emerging market countries.
iShares Emerging Markets Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in global emerging markets
Vanguard Emerging Markets Equity IndexOEICAlla Kolganova
A fund that aims to track the performance of in global emerging markets.
Equities - Europe
Artemis European OpportunitiesUnit TrustMark Page & Laurent Millet
An equity fund investing predominately in large and medium sized European companies excluding the UK.
ASI Europe ex UK Income EquityOEICWill James
A fund that invests in a concentrated portfolio of stocks, to generate a sustainable level of income together with some capital growth.
iShares Continental European Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in Continental Europe
Janus Henderson Horizon EurolandOEICNick Sheridan
An equity fund investing predominately in large and medium sized Continental European companies.
Jupiter EuropeanUnit TrustAlexander Darwall
An equity fund investing in large sized European companies.
Liontrust Sustainable Future European GrowthOEICNeil Brown & Peter Michaelis
A fund that looks to deliver a portfolio of European stocks that are chosen for their positive impact on society generally as well as growth potential.
OYSTER Continental European SelectOEICMike Clements
The OYSTER Continental European Select fund is a high conviction European all-cap fund investing in high quality companies exhibiting a competitive advantage at attractive valuations. It is managed by Swiss based SYZ Asset Management, with the European equity desk based in London.
Threadneedle European SelectOEICDavid Dudding
An equity fund investing predominately in large cap European companies with a bias towards those companies who have strong brands and intellectual property.
UBAM Positive Impact EquityOEICVictoria Leggett & Rupert Welchman
UBAM Positive Impact Equity is an actively managed, concentrated, long-only European equity fund that invests in companies with products and / or services that aim to deliver positive social and environmental impact. The strategy makes it well positioned to capitalise upon the global commitment to achieving the United Nations’ 17 Sustainable Development Goals.
Equities - Frontier Markets
Magna New FrontiersOEICDominic Bokor-Ingram and Stefan Bottcher
A fund focused on frontier markets, including those countries that remain investible but are deemed less established than emerging market countries. Typically these countries exhibit high economic growth and favourable population dynamics.
Equities - Global
BMO Responsible Global EquityOEICJamie Jenkins & Nick Henderson
A fund that looks to deliver a portfolio of global stocks that are considered to be making a positive contribution to society and the environment.
BNY Mellon Global IncomeOEICNick Clay & Terry Coles
An unconstrained global equity fund, with an aim to produce a yield in excess of the MSCI World index.
Fundsmith EquityOEICTerry Smith
A long only global growth equity fund consisting of a portfolio of 20-30 quality companies.
Investec Global Quality Equity IncomeOEICClyde Rossouw, Blake Hutchins & Abrie Pretorius
A fund investing predominately in income generating global equities.
Liontrust Sustainable Future Absolute GrowthOEICSimon Clements
A fund that looks to deliver a portfolio of global stocks that are chosen for their positive impact on society and environment generally as well as growth potential.
Rathbone Global OpportunitiesUnit TrustJames Thomson
An equity fund investing in stocks on a global basis.
Equities - Japan
Baillie Gifford JapaneseOEICMatthew Brett
An equity fund investing in large sized Japanese companies.
Fidelity Japan IndexOEICVincent Gubitosi
A fund that tracks the performance of large and medium sized Japanese companies.
Equities - Thematic
First State Global Listed Infrastructure FundOEICAndrew Greenup & Peter Meany
The fund focuses on identifying stocks that are under-priced with respect to their quality in sectors with Infrastructure characteristics such as long-duration cash flows and inflation linked revenues.
FP WHEB SustainabilityOEICTed Franks
A fund that looks to deliver a portfolio of stocks that play into selected social and environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
GAM Star TechnologyOEICMark Hawtin
An equity fund investing globally in a diversified portfolio of technology related companies.
Guinness Global EnergyOEICTim Guinness, Will Riley & Jonathan Waghorn
An equity fund investing in companies globally generating most of their revenues from oil and gas.
Hermes Impact Opportunities EquityOEICTim Crockford
The fund invests in companies globally addressing the unmet needs in society, through the development of products and services making a clear and measurable impact on society and the environment. Towards this end, the strategy offers a way to meaningfully support delivery on the widely agreed UN Sustainable Development Goals.
Impax Environmental LeadersOEICHubert Aarts, David Winborne & Bruce Jenkyn-Jones
A fund managed by the largest independent environmentally focused investment house that looks to deliver a portfolio of stocks that play into resource efficiency themes.
Impax Environmental MarketsOEICJon Forster & Bruce Jenkyn-Jones
A fund that looks to deliver a portfolio of stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
Janus Henderson Global Sustainable EquityOEICHamish Chamberlayne & Nick Anderson
The fund invests in a concentrated portfolio of companies globally that have a positive impact on the society or the environment.
Miton Global Infrastructure IncomeOEICJim Wright
The fund is focused on income generation, and aims to deliver a comfortable yield of 4-5% p.a. growing at 4-6%. In addition to yield, the manager focuses on identifying high quality companies with strong balance sheets to protect on the downside.
Pictet WaterOEICHans Peter Portner
A fund that invests in equities that benefit from the global growth in demand for clean water and related industries.
Polar Capital BiotechnologyOEICDavid Pinniger
A pure thematic fund that gives investors access to both large and small companies in the rapidly growing biotechnology space
Sarasin Food and Agricultural OpportunitiesUnit TrustHenry Boucher
A thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.
Equities - UK
ASI UK Ethical EquityOEICLesley Duncan
A fund that looks to deliver a portfolio of UK stocks across the market cap spectrum that are chosen for their positive impact on society and the environment.
AXA Framlington UK Smaller CompaniesOEICDan Harlow
An equity fund investing in small sized UK companies.
Edentree Amity UKOEICSue Round
A fund that looks to deliver a portfolio of UK stocks that are chosen for their positive impact on society and the environment.
Fidelity UK IndexOEICMatt Jones
A fund that looks to track the performance of the FTSE All Share Index, which contains all listed companies in the United Kingdom on the main index.
Investec UK Sustainable EquityOEICMatt Evans
This fund invests in quality companies that exhibit strong internal and external sustainability within the ten Sustainable Themes developed by Investec. Companies thus score highly I meeting both ESG and Impact investing targets.
iShares 100 UK Equity TrackerUnit TrustNimish Patel
A tracker fund offering exposure to the FTSE 100 Index total return performance.
JOHCM UK DynamicOEICAlex Savvides
This fund focuses on investing in restructure, recovery and hidden growth stocks.
JOHCM UK Equity IncomeOEICJames Lowen & Clive Beagles
An equity fund investing in mid to small cap companies, whilst aiming to generate an attractive income.
L&G UK 100 IndexUnit TrustChad Rakvin
A fund that looks to track the performance of the FTSE 100 Index, which contains the largest 100 listed companies in the United Kingdom
Liontrust Special SituationsOEICAnthony Cross and Julian Fosh
A long only UK equity growth fund consisting of high quality companies with strong balance sheets
Royal London FTSE 350 TrackerUnit TrustVicky Harriss
A fund that looks to track the performance of large and medium sized companies in the UK
Royal London Sustainable Leaders TrustUnit TrustMike Fox
This is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.
Threadneedle UK Equity IncomeOEICRichard Colwell
An equity fund investing predominately in large sized UK companies that in addition pays an income to investors.
Equities - US
Aviva US Equity Income IIOEICHenry Saunders & Thomas Forsha
A differentiated US equity income fund, attempting to generate a competitive yield with a low volatility.
iShares US Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in the United States
Vanguard US Equity IndexOEICGerard O’Reilly
A fund that looks to track the performance of companies of all sizes in the United States
Mixed - Equity range 0-35%
Investec Diversified IncomeOEICJohn Stopford
A fund investing across the full spectrum of asset classes, allocating across equities, bonds, commodities, infrastructure, property, in addition to a derivative overlay to offer protection.
Mixed - Equity range 20-60%
CG Absolute ReturnOEICAlastair Laing, Chris Clothier & Peter Spiller
A mixed-asset fund investing across asset classes, both risk assets at an intrinsic discount, as well as a variety of defensive strategies to provide suitable ballast.
Mixed - Mixed Investment
Ruffer Total ReturnOEICSteve Russell and David Ballance
This is a multi-asset fund that will invest in a range of asset classes from traditional equities (UK and overseas), fixed income instruments, collective investment schemes and money market instruments.
Troy TrojanOEICSebastian Lyon
This is a multi-asset fund that will invest in a range of asset classes from traditional equities (UK and overseas), fixed income instruments, collective investment schemes and money market instruments.
Mixed - Mixed Investment Equity 40- 85%
Royal London Sustainable WorldUnit TrustMike Fox
A fund that will allocate between the equities and bonds of companies which have a positive effect on society and the environment.
Property - Direct Property
BMO UK PropertyUnit TrustGuy Glover & Julian Smith
A fund investing predominately in direct commercial property assets in the UK.
Property - REITs
Sarasin Sustainable Equity Global Real EstateUnit TrustGuy Mountain
A fund that invests in ethically screened securities of real estate companies globally with a focus on sustainable buildings.

EQ Fund Selection

EQ has developed sophisticated techniques to identify the very best managers in each sector. …more
Why we invest through funds
EQ's model investment portfolios are compiled from funds, not individual equities or bonds. We firmly believe that is the optimal way to invest in the modern era. ...more
Active or passive funds?
Actively managed funds rely on exploiting inefficiencies in markets. This is harder to achieve in some areas, especially when investing in the largest quoted companies where there is a multitude of high quality research available. ...more