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EQ Future Leaders Offshore

Invest responsibly using low-cost funds

The EQ Future Leaders portfolios are managed with a dual mandate: to achieve long term capital growth at low cost by investing responsibly.

Are you a UK adviser?

Our answer to your clients' needs

For your cost-conscious clients that are focused on market-like returns, but want to avoid harm and promote positive outcomes.

Responsible

Responsible investment means avoiding harmful businesses and enhancing an investment's environmental and social characteristics compared to traditional benchmarks. To achieve this, the portfolios have a stringent exclusions policy, with specific thresholds covering all funds and asset classes. On top of that the portfolios target higher ESG performance and lower carbon footprints versus our benchmarks.

Mirrors global market returns

The portfolios are globally diversified and embed careful risk management at fund and portfolio level to closely track the performance of the market while staying within EQ's responsible framework. The aim is to provide consistent returns year on year.

Low cost

These portfolios are built using low-cost funds.

Key features

EQ Future Leaders follow a transparent investment philosophy that helps you meet your clients' objectives:

Portfolios adhere to a stringent exclusions policy covering 10 business activities, and companies with controversial conduct.

Transparent, engaging client reporting demonstrates the difference our responsible investment approach makes.

Fully managed multi-asset portfolios, risk-rated and globally diversified across asset classes.

DFM fee 0.10%–0.20% (depending on AUM). Available on platforms for ISAs, SIPPs, GIAs and offshore bonds.

Here is what you can expect from EQ Future Leaders

The responsible investment approach covers three angles:

Avoiding harm

The portfolios have a stringent exclusions policy covering these 10 business activities, with specific thresholds covering all funds and asset classes:

✗Adult Entertainment
✗Alcohol
✗Arms
✗Controversial Weapons
✗Civilian Firearms
✗Gambling
✗Oil & Gas (exploration and production)
✗Thermal Coal Extraction
✗Thermal Coal Electricity Generation
✗Tobacco

Promoting social and environmental characteristics

Beyond our strict exclusions, the portfolios select funds with stronger sustainability profiles. Our equity allocation promotes social and environmental characteristics by targeting a higher average ESG score and lower carbon footprint than the global traditional benchmark, which we transparently report on.

Stewardship matters

Stewardship and engagement are at the core of the funds we hold. We pay particular attention to how the asset manager uses voting rights and company relationships to drive positive change. EQ's own stewardship strategy additionally contributes directly to improvements across key themes like climate change and human rights.

Market-leading reporting

We specialise in “bringing investments to life” for your clients, offering you:

✓Annual responsible investment reports
✓Company case study documents
✓Sustainability data on factsheets

Interactive carbon calculator

Compare the difference in carbon intensity between our portfolios and the index, and download a personalised copy for your clients:

Carbon calculator

Factsheets

Future Leaders portfolios are available offshore denominated in GBP. Download a factsheet for each risk-rated profile below.

GBP Cautious GBP Balanced GBP Adventurous GBP All Equity

Find out more

EQ Investors is an award-winning investment manager with a strong in-house research team. To find out more about our DFM service, please get in touch.