SUPPORT OUR UKRAINE FUND: 100% MATCHING
7 HIGHLY EFFECTIVE CHARITIES, NO CHARGES: FIND OUT MORE

Individuals

EQ Hub

Impact Investing

Impact Investing

Investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return.

Trending articles

EQ Investors launches Climate Action portfolio range
EQ Investors launches Climate Action portfolio range

Positive Impact Portfolios – Q1 2022 update
Positive Impact Portfolios – Q1 2022 update

Unilever to set new benchmark for healthy nutrition after investor pressure
Unilever to set new benchmark for healthy nutrition after investor pressure

Sort by:

Show me:

Blog

EQ Investors launches Climate Action portfolio range 2 min read

Ben Faulkner
Ben Faulkner,

20/04/2022

Supporting the world’s transition to net zero.

Guide

Positive Impact Portfolios – Q1 2022 update

Our quarterly updates features three examples of companies (and funds) that are making a positive impact on society and the environment.

Download
Guide

Blog

3 min read

Blog

City of London Wealth Management Awards 2022

EQ Investors nominated for City of London Wealth Management Awards.

Ben Faulkner
Ben Faulkner,

24/01/2022

2 min read

Blog

Ethical & sustainable New Year’s resolutions for 2022

Are you ready for 2022 – the year in which we aim to live more sustainably and make more ethical decisions?

Jeannie Boyle
Jeannie Boyle,

10/01/2022

3 min read

Guide

Positive Impact Portfolios – Q4 2021 update

Our quarterly updates features three examples of companies (and funds) that are making a positive impact on society and the environment.

Download
Guide

Blog

Award-winning impact report

EQ Investors is the proud winner of the Portfolio Adviser ‘Marketing/Digital Initiative Award’ for its Positive Impact report.

Ben Faulkner
Ben Faulkner,

03/12/2021

3 min read

Blog

Glasgow diary: What happened at COP26?

More than a day after it was meant to finish, COP26 finally came to an end, with 197 parties agreeing to the newly-dubbed ‘Glasgow Climate Pact’.

3 min read

Webinar

On-demand webinar | Build back better – The UK’s sustainable future

With the launch of the 2021 Positive Impact Report, This webinar will look at the opportunities that can be harnessed as a result of the pandemic.

4 min read

Webinar

On-demand webinar | Climate change – the risk of doing nothing

In the midst of COP26, this webinar details our findings and initiatives regarding the climate challenge.

Tertius Bonnin
Tertius Bonnin,

03/11/2021

2 min read

Blog

Is hydrogen really the holy grail for tackling climate change?

Consensus over hydrogen at COP26 can dramatically speed up the energy transition

Tertius Bonnin
Tertius Bonnin,

03/11/2021

3 min read

Guide

Positive Impact Report 2021

EQ Investors annual impact investing report highlights role of investors in driving positive change.

Download
Guide

Blog

Awards super six for EQ Investors in September

EQ Investors has picked up six industry accolades over the course of the last month.

Ben Faulkner
Ben Faulkner,

06/10/2021

2 min read

1
2
3
4
5

Looking for some advice?

Looking for Factsheets?

Sort by :

Show me :

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

Factsheet

Future Leaders – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Best Ideas – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Explore the rest of the EQ Hub

© 2022 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.