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Positive Impact Report 2024
Positive Impact Report 2024

The rewards of giving
The rewards of giving

New government looks to accelerate green transition
New government looks to accelerate green transition

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Blog

Positive Impact Report 2024 4 min read

Our eighth annual Positive Impact Report summarises our approach to impact investing and stewardship throughout the last twelve months.

Article

The rewards of giving

Since divorcing Jeff Bezos in 2019, Mackenzie Scott has reportedly donated over $16.5 billion to charities and good causes. The Bill & Melinda Gates Foundation has reportedly donated $59 billion and Warren Buffett an estimated $51 billion. But why? They’ve worked hard for their wealth, they’ve earned it, they’ve sacrificed for it. Why just give it away? Well, it seems that money does in fact buy happiness but not how we might think.

Zoe Brett
Zoe Brett,

14/08/2024

3 min read

Article

New government looks to accelerate green transition

Over the course of the campaign trail Sir Keir Starmer and the Labour Party highlighted their commitments to overhauling and transforming Britain’s economy, with a clear focus on sustainability and social inclusivity.

Tom Hollings
Tom Hollings,

01/08/2024

4 min read

Blog

EQ wins two Wealth for Good Awards

Double win at the annual WealthBriefing Wealth For Good Awards 2024.

Ben Faulkner
Ben Faulkner,

03/07/2024

2 min read

Blog

Why B Corp month is more important than ever

EQ's Joint CEO Sophie Kennedy reflects on this year’s B Corp month.

Sophie Kennedy
Sophie Kennedy,

03/04/2024

3 min read

Blog

An update on our progress to net zero

When we announced our climate commitments in 2019, we also committed to transparency in sharing our learnings.

4 min read

Blog

B Corp Month 2024

Every year during March, the global B Corp Community come together to celebrate everything it means to be a B Corp, raising awareness of the movement across the world.

Ben Faulkner
Ben Faulkner,

01/03/2024

3 min read

Blog

EQ Investors’ five-star PRI rating

EQ Investors has been a signatory to the Principles for Responsible Investment since 2019. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.

Ben Faulkner
Ben Faulkner,

05/02/2024

3 min read

Guide

Autumn-Winter newsletter

Welcome to the latest edition of our twice-yearly newsletter, for the second half of 2023.

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Guide

Blog

The Big Give: Christmas Challenge 2023

The Big Give Challenge begins at 12 noon on the 28th of November.

Matthew Gould
Matthew Gould,

27/11/2023

2 min read

Blog

View from the Chair: Capitalism is under threat

EQ’s Chair John Spiers discusses why a short-term focus has driven most businesses to forget about the important long-term role they have in taking care of people and the planet.

John Spiers
John Spiers,

09/10/2023

2 min read

Blog

Women in Finance Charter | Our commitment

As part of our commitment to increasing the diversity of our workforce at EQ Investors (EQ), we are proud signatories of the Women in Finance Charter.

Sophie Kennedy
Sophie Kennedy,

29/09/2023

5 min read

Blog

Shareholder activism pivots to sustainability

Shareholder activism is a tool that comes in handy for investors at the Annual General Meeting to challenge leaders of the world’s largest companies on key environmental and social issues.

3 min read

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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.

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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

Climate Action – 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

Climate Action – 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

Climate Action – 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

Climate Action – 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

Climate Action – 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

Climate Action – 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

Climate Action – 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

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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