Home

Individuals

EQ Hub

Explore the EQ Hub

Know what you're looking for?

We think you'll like these

Sort by :

Show me :

Blog

Menopause your finances 2 min read

Jeannie Boyle
Jeannie Boyle,

18/10/2025

World Menopause Day 2025 falls on Saturday, 18 October 2025. The day is dedicated to raising awareness about menopause, encouraging open discussion, breaking the stigma, and highlighting health and well‑being issues connected to menopause.

Blog

Doing more of the same, but better: Our B Corp re-certification journey

We’ve officially re-certified as a B Corp for the fourth time. Here’s a look at how we’re still growing with purpose, ten years on from our first certification.

Sophie Kennedy
Sophie Kennedy,

08/10/2025

3 min read

Blog

An award-winning week for EQ Investors!

An award-filled week, after taking home three prestigious accolades.

Ben Faulkner
Ben Faulkner,

01/10/2025

2 min read

Blog

Investment outlook: September 2025

We are pleased to share our latest monthly global outlook, offering insights into key macroeconomic themes shaping the global economy and their implications for investors.

Tertius Bonnin
Tertius Bonnin,

23/09/2025

3 min read

Blog

How Premium Bonds compare to Stocks & Shares ISAs

More cuts to Premium Bonds: Why a Stocks & Shares ISA could be the smarter choice.

3 min read

Blog

EQ Investors proudly sponsors ‘Art in the Park’

Sunday, 28th September | Cannizaro Park, Wimbledon Village | Free entry

Ben Faulkner
Ben Faulkner,

12/09/2025

2 min read

Blog

Investment outlook: August 2025

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Tertius Bonnin
Tertius Bonnin,

12/08/2025

3 min read

Blog

When should I review my life insurance cover?

Protection insurance is a crucial safety net for your family, but it needs updating as your life changes. 

3 min read

Blog

Investment outlook: July 2025

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Tertius Bonnin
Tertius Bonnin,

15/07/2025

2 min read

Blog

EQ Investors wins at WealthBriefing Wealth for Good Awards

EQ Investors & The EQ Foundation have been recognised at the WealthBriefing Wealth for Good Awards 2025.

Ben Faulkner
Ben Faulkner,

27/06/2025

2 min read

Blog

Investment outlook: June 2025

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Tertius Bonnin
Tertius Bonnin,

26/06/2025

2 min read

Blog

Just switched jobs. How will my new role affect my finances?

How should you prepare financially for a new job or career change? We have put together a comprehensive list of financial planning must-dos when you move company, change career or get a promotion.

Zoe Brett
Zoe Brett,

23/06/2025

4 min read

Blog

Announcing the launch of the 2025 EQ Future Leaders Sustainability Report

This year’s annual report marks the fifth anniversary of the EQ Future Leaders portfolios launch – a key milestone.

5 min read

Looking for Factsheets?

Sort by :

Show me :

Factsheet

Sustainable World – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Sustainable World – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

Download
Factsheet

Factsheet

Blended World – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Blended World – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Blended World – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Blended World – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Blended World – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

Factsheet

Blended World – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

Download
Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Looking for some advice?

© 2025 EQ Investors Ltd. Company registered in England and Wales (No.07223330). EQ Investors Limited is authorised and regulated by the Financial Conduct Authority (Ref. 539422). UK Investors only.