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Article

Ten higher-rate tax saving tips and strategies 4 min read

Jeannie Boyle
Jeannie Boyle,

13/03/2026

A further 2.7 million people, according to the Office for Budget Responsibility (OBR), will be paying higher rate tax by 2028/29 due to frozen tax thresholds.

Blog

Ten days into the Middle East conflict: three variables we are watching

As the crisis persists, the probability of a more sustained impact on inflation increases.

Tertius Bonnin
Tertius Bonnin,

11/03/2026

3 min read

Blog

Middle East conflict: Maintaining perspective through market volatility

We continue to prioritise the long-term benefits of a diversified investment approach.

Tertius Bonnin
Tertius Bonnin,

02/03/2026

2 min read

Article

How to protect yourself from pension and investment scams

March is fraud prevention month. Here are simple steps to keep your pension and investments safe from fraudsters.

3 min read

Article

Inheritance tax planning: Strategies to protect and preserve your wealth

Inheritance tax now tops half a million pounds for almost one in ten estates.

3 min read

Blog

Tax year end 2025/26 | Important dates

Tax year end is nearly upon us.

2 min read

Blog

A new dawn: Japan’s structural renaissance

An economy once defined by stagnation is increasingly being recognised as one of the most compelling investment opportunities.

Tertius Bonnin
Tertius Bonnin,

20/02/2026

2 min read

Article

Understanding your risk profile

How your risk profile shapes your investment choices.

5 min read

Blog

Investment outlook: February 2026

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.

Andrew Rees
Andrew Rees,

17/02/2026

3 min read

Blog

Charitable giving in your Will: The true impact on Inheritance Tax

There are many reasons why you might gift some money to charity, but many are unaware of the Inheritance Tax benefits.

Zoe Brett
Zoe Brett,

03/02/2026

3 min read

Blog

2026: A blockbuster year in the making

Strategic investment themes driving the year ahead.

Tertius Bonnin
Tertius Bonnin,

08/01/2026

3 min read

Article

Important money dates for 2026

A rundown of the key dates and major money changes in 2026 that could affect your finances.

3 min read

Blog

Chair John Spiers awarded MBE for services to the business and charitable world

EQ Investors Chair honoured with MBE in New Year’s Honours List.

Ben Faulkner
Ben Faulkner,

30/12/2025

2 min read

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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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.

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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

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